Arthur F & Margaret P Heath Trust
Arthur F & Margaret P Heath Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Litchfield, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $104K in total assets. In 2025, it awarded 5 grants totaling $6K. Net investment income was $4K.
Key facts about Arthur F & Margaret P Heath Trust
In short: Arthur F & Margaret P Heath Trust gave $6K across 5 grants in 2025 (avg $1K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- EIN
- 37-6379182
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,320
- Grants made (2025)
- 5
- Average grant
- $1,264
- Median grant
- $1,264
- Total assets
- $103,963
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$104K
-2.6% YoY
Annual Giving
$6K
+7.1% YoY
Grant Count
5
-37.5% YoY
Avg Grant Size
$1K
+71.4% YoY
Under IRS private-foundation payout rules, Arthur F & Margaret P Heath Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
How Arthur F & Margaret P Heath Trust gives
- Giving grew 112% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Megan Boyd Litchfield, IL | Scholarship | $1,264 |
| Claudia Deren Litchfield, IL | Scholarship | $1,264 |
| Keaton Morgan Litchfield, IL | Scholarship | $1,264 |
| Derek Sawyer Litchfield, IL | Scholarship | $1,264 |
| Caitlyn Travis Litchfield, IL | Scholarship | $1,264 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $103,963 | $106,764 | $109,959 |
| Revenue | $5,110 | $4,268 | $396 |
| Expenses | $7,911 | $7,463 | $7,619 |
| Qualifying Distributions | $6,320 | $5,900 | $6,190 |
| Net Investment Income | $3,564 | $3,217 | $3,392 |
| Distributable Amount | $6,578 | $6,133 | $5,957 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 20, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 21, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 29, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Arthur F & Margaret P Heath Trust's only listed officer is Bank Trust Company, Trustee on the 2025 filing (uncompensated).
Officers on the 2025 filing
Bank Trust Company
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Bank AND Trust CO 2 Institu (2020–2021) — Trustee
- Former: Bank AND Trust 2 Institu (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Arthur F & Margaret P Heath Trust
How much does Arthur F & Margaret P Heath Trust give each year?
Arthur F & Margaret P Heath Trust gave $6K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 8 grants.
What is Arthur F & Margaret P Heath Trust's typical grant size?
Arthur F & Margaret P Heath Trust's median grant in 2025 was $1,264, and its average grant was $1,264, across 5 grants on its 2025 IRS Form 990-PF.
Where does Arthur F & Margaret P Heath Trust give grants?
Arthur F & Margaret P Heath Trust gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Litchfield, IL (5 grants).
Does Arthur F & Margaret P Heath Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Arthur F & Margaret P Heath Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (5 grants).
Who are Arthur F & Margaret P Heath Trust's largest grantees?
Arthur F & Margaret P Heath Trust's largest 2025 grantees include Megan Boyd ($1,264), Claudia Deren ($1,264) and Keaton Morgan ($1,264), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Arthur F & Margaret P Heath Trust?
Arthur F & Margaret P Heath Trust reported $104K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is Arthur F & Margaret P Heath Trust?
Arthur F & Margaret P Heath Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Litchfield, IL. It holds $104K in total assets as of 2025.
What is Arthur F & Margaret P Heath Trust's EIN?
Arthur F & Margaret P Heath Trust's EIN (Employer Identification Number) is 37-6379182. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Arthur F & Margaret P Heath Trust by hand.
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