H E Rathfon Charitable Trust 001016

MUNCIE, IN EIN: 35-6218859

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 2024. As of 2024, the organization holds $121K in total assets. In 2024, it awarded 2 grants totaling $2K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$121K

+1.0% YoY

Annual Giving

$2K

+70.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$832

+70.5% YoY

Under IRS private-foundation payout rules, H E Rathfon Charitable Trust 001016 reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About H E Rathfon Charitable Trust 001016

Based on IRS filings

Focus Areas

N/A

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $8K (100%)

States

Indiana

Cities

FranklinRedkey

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$121,270	$120,071	$116,575
Revenue	$7,541	$9,977	$-1,234
Expenses	$6,342	$6,470	$14,672
Qualifying Distributions	$5,788	$5,984	$6,104
Net Investment Income	$6,988	$9,491	$1,200
Distributable Amount	$7,098	$6,506	$7,157

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Redkey Main St United Methodist Church ($832), Indiana Masonic Home Inc ($832).

Recipient	Purpose	Amount
REDKEY MAIN ST UNITED METHODIST CHURCH REDKEY, IN	GENERAL OPERATIONS	$832
INDIANA MASONIC HOME INC FRANKLIN, IN	GENERAL OPERATIONS	$832

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

N/A

Frequently Asked Questions

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 $121K in total assets as of 2024.

How large is H E Rathfon Charitable Trust 001016?

As of 2024, H E Rathfon Charitable Trust 001016 holds $121K in total assets with $8K in annual revenue. It awarded 2 grants totaling $2K in 2024.

Where does H E Rathfon Charitable Trust 001016 operate?

H E Rathfon Charitable Trust 001016 has awarded grants in Indiana.

What size grants does H E Rathfon Charitable Trust 001016 award?

In 2024, H E Rathfon Charitable Trust 001016 awarded 2 grants totaling $2K — an average of about $832 per grant, based on its IRS Form 990 filings.

How much is H E Rathfon Charitable Trust 001016 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, H E Rathfon Charitable Trust 001016 reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.