Elizabeth E Heyer Charitable Trust
Elizabeth E Heyer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BILLINGS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.5M in total assets. In 2024, it awarded 3 grants totaling $500K. Net investment income was $3.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.5M
+31.5% YoY
Annual Giving
$500K
+1.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$167K
+1.0% YoY
About Elizabeth E Heyer Charitable Trust
Based on IRS filings
Elizabeth E Heyer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BILLINGS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.5M in total assets. In 2024, it awarded 3 grants totaling $500K. Net investment income was $3.0M.
Focus Areas
Ready to take the next step with Elizabeth E Heyer Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,473,395 | $7,963,009 | $8,723,859 |
| Revenue | $3,403,084 | $91,249 | $108,842 |
| Expenses | $892,698 | $857,099 | $752,665 |
| Qualifying Distributions | $500,000 | $495,000 | $410,000 |
| Net Investment Income | $3,009,237 | — | — |
| Distributable Amount | $512,819 | $461,938 | $498,045 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Phillip D Bratton | Trustee | 7.34 | $156,962 |
| Jerome DePalma | Trustee | 7.75 | $157,016 |
| Angelina Filippo | Trustee | 0.04 | $900 |
| John Heenan | Trustee | 0.04 | $900 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Alta Sanders Irrev Trust Dtd 1809
BILLINGS, MT
Assets
$595K
Grants
2
Total Given
$27K
Redemption Farm Rescue
VICTOR, MT
Assets
—
Grants
0
Total Given
—
Humanities Montana
MISSOULA, MT
Assets
$425K
Grants
8
Total Given
$79K
Mary Alice Fortin Foundation for Youth
BILLINGS, MT
Assets
$263K
Grants
7
Total Given
$17K
Walter & Frances Green Charitable Trust
BILLINGS, MT
Assets
—
Grants
36
Total Given
$56K
Louise E Senft
GREAT FALLS, MT
Assets
$77K
Grants
3
Total Given
$5K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Elizabeth E Heyer Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities