Elizabeth E Heyer Charitable Trust
Elizabeth E Heyer Charitable Trust is a private foundation, based in Billings, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $9.8M in total assets. In 2025, it awarded 3 grants totaling $600K.
Elizabeth E Heyer Charitable Trust at a glance
In short: Elizabeth E Heyer Charitable Trust gave $600K across 3 grants in 2025 (avg $200K), mostly in Nevada. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $600,000
- +20.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $200,000
- +20.0% vs 2024
- Median grant
- $180,000
- Total assets
- $9,808,010
- -6.4% vs 2024
- Primary geography
- Nevada (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Elizabeth E Heyer Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was The Blind Center of Nevada ($400K). Together the top 3 received $600K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 5 grants of 15 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Elizabeth E Heyer Charitable Trust gives
- Giving grew 46% from 2022 to 2025. Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $405K (2021) to $600K (2025). In 2025 it made 3 grants totaling $600K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Blind Center of Nevada Las Vegas, NV | General Fund | $400,000 |
| Salvation Army Alexandria, VA | General Fund | $180,000 |
| Ebenezer Bible Chapel Elverson, PA | General Fund | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,808,010 | $375,456 | $1,040,841 | $600,000 | 3 | $600,000 | — | $594,709 |
| 2024 | $10,473,395 | $3,403,084 | $892,698 | $500,000 | 3 | $500,000 | $3,009,237 | $512,819 |
| 2023 | $7,963,009 | $91,249 | $857,099 | $495,000 | 3 | $495,000 | — | $461,938 |
| 2022 | $8,723,859 | $108,842 | $752,665 | $410,000 | 3 | $410,000 | — | $498,045 |
| 2021 | $9,367,682 | $219,787 | $737,103 | $405,000 | 3 | $413,224 | — | $412,481 |
| 2020 | $9,884,998 | $153,524 | $629,839 | $445,000 | 3 | — | — | $428,844 |
| 2019 | $10,361,313 | $176,000 | $692,530 | $430,000 | 3 | — | — | $452,292 |
Under IRS private-foundation payout rules, Elizabeth E Heyer Charitable Trust reported a distributable amount of $595K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Elizabeth E Heyer Charitable Trust's 2025 filing lists 4 officers; 2 of 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Angelina Filippo
Trustee
On filings since 2019
$900 (2019) → $0 (2025)
Jerome DePalma
Trustee
On filings since 2019
8 hrs/week
$83K (2019) → $166K (2025)
John Heenan
Trustee
On filings since 2019
$900 (2019) → $0 (2025)
Phillip D Bratton
Trustee
On filings since 2019
8 hrs/week
$89K (2019) → $166K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $166K, to Phillip D Bratton (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Elizabeth E Heyer Charitable Trust
How much does Elizabeth E Heyer Charitable Trust give each year?
Elizabeth E Heyer Charitable Trust gave $600K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $500K across 3 grants.
What is Elizabeth E Heyer Charitable Trust's typical grant size?
Elizabeth E Heyer Charitable Trust's median grant in 2025 was $180,000, and its average grant was $200,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Elizabeth E Heyer Charitable Trust give grants?
Elizabeth E Heyer Charitable Trust gives mostly in Nevada: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (30%).
Does Elizabeth E Heyer Charitable Trust give general operating support?
Yes: 100% of Elizabeth E Heyer Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Elizabeth E Heyer Charitable Trust?
Elizabeth E Heyer Charitable Trust reported $9.8M in total assets on its 2025 IRS Form 990-PF. It paid out $600K in qualifying distributions that year, against a required minimum of $595K (roughly 5% of its investment assets).
What is Elizabeth E Heyer Charitable Trust's EIN?
Elizabeth E Heyer Charitable Trust's EIN (Employer Identification Number) is 81-3066836. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 26, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 6, 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 May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
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