Hebert Testamentary Charitable Trust
Hebert Testamentary Charitable Trust is a private foundation, based in Austin, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $140K in total assets. In 2025, it awarded 2 grants totaling $1.0M. Net investment income was $842K.
Hebert Testamentary Charitable Trust at a glance
In short: Hebert Testamentary Charitable Trust gave $1.0M across 2 grants in 2025 (avg $500K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,000,000
- +797.2% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $500,000
- +797.2% vs 2024
- Median grant
- $500,000
- Total assets
- $140,354
- -54.3% vs 2024
- Primary geography
- Texas (50% 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 Hebert Testamentary Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Austin Chapter of the JDRF ($500K). Together the top 2 received $1.0M.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 8 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Hebert Testamentary Charitable Trust gives
- In 2025 it paid out well above 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 $75K (2020) to $1.0M (2025). In 2025 it made 2 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Austin Chapter of the JDRF Austin, TX | To provide support for the advocation of type 1 diabetes research worldwide | $500,000 |
| Syda Foundation South Fallsburg, NY | To Provide Resource for Dissemination of Yoga Teaching | $500,000 |
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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 | $140,354 | $878,381 | $1,044,970 | $1,000,000 | 2 | $1,007,000 | $841,571 | $36,260 |
| 2024 | $306,943 | $118,502 | $161,709 | $111,460 | 2 | $124,022 | $80,815 | $43,795 |
| 2023 | $350,150 | $12,473 | $209,521 | $94,272 | 2 | $123,076 | — | $43,115 |
| 2022 | $547,198 | $41,408 | $105,058 | — | — | $25,800 | — | $44,762 |
| 2021 | $610,848 | $203,005 | $254,766 | $151,530 | 2 | $177,330 | $125,569 | $58,129 |
| 2020 | $662,609 | $103,956 | $179,443 | $75,060 | 2 | — | $26,376 | $52,996 |
| 2019 | $738,096 | $115,761 | $215,604 | $108,261 | 3 | — | $36,384 | $58,657 |
Under IRS private-foundation payout rules, Hebert Testamentary Charitable Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hebert Testamentary Charitable Trust is led by Mark Cohen, Trustee on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2025 filing
Mark Cohen
Trustee
On filings since 2022
30 hrs/week
$112K (2023) → $25K (2025)
Former officers (1)
- Former: Linda Rosen (2019–2022) — Trustee
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 $25K, to Mark Cohen (Trustee).
Frequently asked questions about Hebert Testamentary Charitable Trust
How much does Hebert Testamentary Charitable Trust give each year?
Hebert Testamentary Charitable Trust gave $1.0M across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $111K across 2 grants.
How large is Hebert Testamentary Charitable Trust?
Hebert Testamentary Charitable Trust reported $140K in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).
Where does Hebert Testamentary Charitable Trust operate?
Hebert Testamentary Charitable Trust has awarded grants in New York, Texas.
What is Hebert Testamentary Charitable Trust's EIN?
Hebert Testamentary Charitable Trust's EIN (Employer Identification Number) is 46-6893469. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2019–2025
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Browse active grant opportunities in Hebert Testamentary Charitable Trust's focus areas in our free grants database
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