Arthur M Heard Trust

CONCORD, NH EIN: 02-6004459

Arthur M Heard Trust is a private foundation, based in CONCORD, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $337K in total assets. In 2024, it awarded 5 grants totaling $24K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$337K

-4.0% YoY

Annual Giving

$24K

+33.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+33.3% YoY

Under IRS private-foundation payout rules, Arthur M Heard Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Arthur M Heard Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Hampshire $105K (100%)

States

New Hampshire

Cities

Center Sandwich

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$337,185	$351,081	$351,586
Revenue	$29,967	$19,277	$20,846
Expenses	$36,363	$25,782	$25,934
Qualifying Distributions	$27,750	$19,143	$19,185
Net Investment Income	$21,354	$13,138	$14,524
Distributable Amount	$20,521	$19,541	$20,042

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 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Church of Sandwich ($8,000), Samuel Wentworth Library ($4,000), Sandwich Historical Society ($4,000).

Recipient	Purpose	Amount
COMMUNITY CHURCH OF SANDWICH CENTER SANDWICH, NH	IN ACCORDANCE WITH TRUST TERMS	$8,000
SAMUEL WENTWORTH LIBRARY CENTER SANDWICH, NH	IN ACCORDANCE WITH TRUST TERMS	$4,000
SANDWICH HISTORICAL SOCIETY CENTER SANDWICH, NH	IN ACCORDANCE WITH TRUST TERMS	$4,000
SANDWICH HOME INDUSTRIES CENTER SANDWICH, NH	IN ACCORDANCE WITH TRUST TERMS	$4,000
TRUSTEES OF SANDWICH CEMETERY CENTER SANDWICH, NH	IN ACCORDANCE WITH TRUST TERMS	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ADAM HEARD	CO-TRUSTEE	0.1	—
GEOFFREY JOHNSON	CO-TRUSTEE	0.1	—

Frequently Asked Questions

How large is Arthur M Heard Trust?

As of 2024, Arthur M Heard Trust holds $337K in total assets with $30K in annual revenue. It awarded 5 grants totaling $24K in 2024.

Where does Arthur M Heard Trust operate?

Arthur M Heard Trust has awarded grants in New Hampshire.

What size grants does Arthur M Heard Trust award?

In 2024, Arthur M Heard Trust awarded 5 grants totaling $24K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Arthur M Heard Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur M Heard Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.