Harriet Fort Charitable Trust

LINCOLN, NE EIN: 91-1783984

Harriet Fort Charitable Trust is a private foundation, based in LINCOLN, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $217K in total assets. In 2024, it awarded 2 grants totaling $21K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$217K

+13.2% YoY

Annual Giving

$21K

+0.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+0.7% YoY

Under IRS private-foundation payout rules, Harriet Fort Charitable Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About Harriet Fort Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $99K (100%)

States

Nebraska

Cities

Dewitt

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$217,124	$191,750	$208,317
Revenue	$52,629	$10,110	$25,263
Expenses	$27,255	$26,677	$27,125
Qualifying Distributions	$24,069	$23,634	$23,485
Net Investment Income	$49,443	$8,667	$22,382
Distributable Amount	$25,730	$23,787	$23,629

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

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Dewitt United Methodist Church ($13,986), Tri County Educational Foundation Inc ($6,993).

Recipient	Purpose	Amount
TRI COUNTY EDUCATIONAL FOUNDATION INC DEWITT, NE	PROVIDE EDUCATIONAL SERVICES TO TRI COUNTY SCHOOL DISTRICT #300	$6,993
DEWITT UNITED METHODIST CHURCH DEWITT, NE	FOR USE BY METHODIST CHURCH GOVERNING BOARD FOR PROGRAMS OF THE CHURCH	$13,986

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIRST NEBRASKA TRUST COMPANY	TRUSTEE	2	$5,370

Frequently Asked Questions

How large is Harriet Fort Charitable Trust?

As of 2024, Harriet Fort Charitable Trust holds $217K in total assets with $53K in annual revenue. It awarded 2 grants totaling $21K in 2024.

Where does Harriet Fort Charitable Trust operate?

Harriet Fort Charitable Trust has awarded grants in Nebraska.

What size grants does Harriet Fort Charitable Trust award?

In 2024, Harriet Fort Charitable Trust awarded 2 grants totaling $21K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Harriet Fort Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harriet Fort Charitable Trust reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.