H E Rathfon Charitable Trust 001016
H E Rathfon Charitable Trust 001016 is a private foundation focused on N/A, based in Muncie, IN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $125K in total assets. In 2025, it made $4K in qualifying distributions. Net investment income was $8K.
Key facts about H E Rathfon Charitable Trust 001016
- EIN
- 35-6218859
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $124,700
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$125K
+2.8% YoY
Revenue
$8K
+10.5% YoY
Qualifying Distributions
$4K
-26.4% YoY
Expenses
$5K
-22.7% YoY
Under IRS private-foundation payout rules, H E Rathfon Charitable Trust 001016 reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
How H E Rathfon Charitable Trust 001016 gives
- Giving fell 51% from 2021 to 2024. Method
- In 2025 it paid out 56% 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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $976 (2023) to $3K (2021). In 2024 it made 2 grants totaling $2K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $124,700 | $121,270 | $120,071 |
| Revenue | $8,334 | $7,541 | $9,977 |
| Expenses | $4,904 | $6,342 | $6,470 |
| Qualifying Distributions | $4,258 | $5,788 | $5,984 |
| Net Investment Income | $7,739 | $6,988 | $9,491 |
| Distributable Amount | $7,613 | $7,098 | $6,506 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 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 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
H E Rathfon Charitable Trust 001016's only listed officer is First Merchants Private Wealth Advi ORS, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First Merchants Private Wealth Advi ORS
Trustee
On filings since 2024
1 hr/week
$2K (2024) → $2K (2025)
Former officers (1)
- Former: First Merchants Private Wlth Adviso (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $2K, to First Merchants Private Wealth Advi ORS (Trustee).
Frequently asked questions about H E Rathfon Charitable Trust 001016
How large is H E Rathfon Charitable Trust 001016?
H E Rathfon Charitable Trust 001016 reported $125K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is H E Rathfon Charitable Trust 001016?
H E Rathfon Charitable Trust 001016 is a private foundation focused on N/A, based in Muncie, IN. It holds $125K in total assets as of 2025.
Where does H E Rathfon Charitable Trust 001016 operate?
H E Rathfon Charitable Trust 001016 has awarded grants in Indiana.
What is H E Rathfon Charitable Trust 001016's EIN?
H E Rathfon Charitable Trust 001016's EIN (Employer Identification Number) is 35-6218859. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching H E Rathfon Charitable Trust 001016 by hand.
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