The Heidner Marco J Charitable Trust is a private foundation established in 1995 and based in Milwaukee, Wisconsin. The trust operates as a 501(c)(3) organization dedicated to philanthropic grantmaking across multiple charitable sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.0M
-0.0% YoY
Annual Giving
$303K
+2.3% YoY
Grant Count
41
-21.2% YoY
Avg Grant Size
$7K
+29.7% YoY
Under IRS private-foundation payout rules, Heidner Marco J Char Trust reported a distributable amount of $330K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports a diverse range of charitable causes with primary focus areas including:
- Health charities
- Human services
- Education nonprofits
- Community centers
- Food banks
- Disaster preparedness and relief
- Obesity prevention
The foundation demonstrates a commitment to enhancing community well-being, with particular emphasis on supporting vulnerable populations and community initiatives.
Grantmaking
The foundation operates on a preselected basis, indicating that grant opportunities are typically by invitation or through identified intermediaries rather than open application processes. Organizations are often identified or recommended by intermediaries or existing grantees.
Grant Range
$5,000
How to Apply
es. Organizations are often identified or recommended by intermediaries or existing grantees.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Washington state, with particular emphasis on the metro Tacoma, Olympia, and Seattle regions. It also extends support to select causes in neighboring states including Oregon and California.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets:
- $4,960,388 (as of 2024)
- $6,514,325 (as of 2023)
Annual Giving:
- $302,500 (2023)
- $295,780 (2023)
Revenue:
- $377,000 (2024)
Expenses:
- $381,000 (2024)
Liabilities:
- $0 (2024)
The foundation ranks in the top 25% of foundations by asset size nationally.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,960,388 | $4,961,328 | $5,224,231 |
| Revenue | $377,191 | $111,879 | $318,179 |
| Expenses | $380,864 | $372,856 | $438,865 |
| Qualifying Distributions | $310,994 | $306,293 | $366,824 |
| Net Investment Income | $305,993 | $123,957 | $258,008 |
| Distributable Amount | $330,466 | $312,309 | $315,272 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
231 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Fdn of South Puget Sound ($70,000), Benaroya Research Institute ($23,000), Fred Hutchinson Cancer Center ($23,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTHWEST EDUCATION ACCESS SEATTLE, WA | GENERAL OPERATING | $5,000 |
| NW FURNITURE BANK TACOMA, WA | GENERAL OPERATING | $4,000 |
| TACOMA YOUTH SYMPHONY ASSOCIATION TACOMA, WA | GENERAL OPERATING | $5,000 |
| FOUNDATION FOR TACOMA STUDENTS TACOMA, WA | GENERAL OPERATING | $5,000 |
| UNITED THROUGH READING SAN DIEGO, CA | GENERAL OPERATING | $5,000 |
| TREEHOUSE SEATTLE, WA | GENERAL OPERATING | $5,000 |
| WISHING WELL FOUNDATION PUYALLUP, WA | GENERAL OPERATING | $3,000 |
| TACOMA COMMUNITY BOAT BUILDERS TACOMA, WA | GENERAL OPERATING | $5,000 |
| THE MUSTARD SEED PROJECT VAUGH, WA | GENERAL OPERATING | $5,000 |
| TACOMA REFUGEE CHOIR TACOMA, WA | GENERAL OPERATING | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Trustee:
- US Bank NA (compensation: $71,000 annually)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $74,685 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Heidner Marco J Char Trust fund?
The foundation supports a diverse range of charitable causes with primary focus areas including: • Health charities • Human services • Education nonprofits • Community centers • Food banks • Disaster preparedness and relief • Obesity prevention The foundation demonstrates a commitment to enhancing community well-being, with particular emphasis on supporting vulnerable populations and community initiatives.
How do I apply for a grant from Heidner Marco J Char Trust?
**Grant Characteristics:** • Median grant size: $5,000 • Grant range: $2,000–$70,000 • Total grants awarded (recent filing): 52 grants totaling $295,780–$302,500 • Grant type: Primarily general operating support **Application Approach:** The foundation operates on a preselected basis, indicating that grant opportunities are typically by invitation or through identified intermediaries rather than open application processes. Organizations are often identified or recommended by intermediaries or e…
Where does Heidner Marco J Char Trust make grants?
The foundation primarily funds organizations in Washington state, with particular emphasis on the metro Tacoma, Olympia, and Seattle regions. It also extends support to select causes in neighboring states including Oregon and California.
What size grants does Heidner Marco J Char Trust award?
In 2024, Heidner Marco J Char Trust awarded 41 grants totaling $303K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Heidner Marco J Char Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heidner Marco J Char Trust reported a distributable amount of $330K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Heidner Marco J Char Trust's EIN?
Heidner Marco J Char Trust's EIN (Employer Identification Number) is 94-3219943. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heidner Marco J Char Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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