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
Under IRS private-foundation payout rules, Elizabeth E Heyer Charitable Trust reported a distributable amount of $513K for 2024 — the minimum it must pay out in qualifying distributions.
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
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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
Among its reported 2024 grants, the largest include The Blind Center of Nevada ($350,000), Salvation Army ($130,000), Ebenezer Bible Chapel ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Ebenezer Bible Chapel Elverson, PA | General Fund | $20,000 |
| Salvation Army Alexandria, VA | General Fund | $130,000 |
| The Blind Center of Nevada Las Vegas, NV | General Fund | $350,000 |
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
Frequently Asked Questions
What is Elizabeth E Heyer Charitable Trust?
Elizabeth E Heyer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BILLINGS, MT. It holds $10.5M in total assets as of 2024.
How large is Elizabeth E Heyer Charitable Trust?
As of 2024, Elizabeth E Heyer Charitable Trust holds $10.5M in total assets with $3.4M in annual revenue. It awarded 3 grants totaling $500K in 2024.
Where does Elizabeth E Heyer Charitable Trust operate?
Elizabeth E Heyer Charitable Trust has awarded grants in Nevada, Pennsylvania, Virginia.
What size grants does Elizabeth E Heyer Charitable Trust award?
In 2024, Elizabeth E Heyer Charitable Trust awarded 3 grants totaling $500K — an average of about $167K per grant, based on its IRS Form 990 filings.
How much is Elizabeth E Heyer Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Elizabeth E Heyer Charitable Trust reported a distributable amount of $513K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.