Heritage Charitable Research Trust

Private foundation · Grantmaker Fulton, MS EIN: 20-6499568

Heritage Charitable Research Trust is a private foundation, based in Fulton, MS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $29K in total assets. In 2025, it awarded 2 grants totaling $2K.

Key facts about Heritage Charitable Research Trust

In short: Heritage Charitable Research Trust gave $2K across 2 grants in 2025 (avg $1K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.

EIN
20-6499568
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$2,000
Grants made (2025)
2
Average grant
$1,000
Median grant
$1,000
Total assets
$28,863
Primary geography
Mississippi (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$29K

-65.7% YoY

Annual Giving

$2K

-84.1% YoY

Grant Count

2

-60.0% YoY

Avg Grant Size

$1K

-60.3% YoY

How Heritage Charitable Research Trust gives

  • In 2023 it paid out 300% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Heritage Charitable Research Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

FultonJacksonMontgomerySan MarcosTupelo

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K0 grants2020 0 grants2021 0 grants2022 0 grants2023 5 grants2024 2 grants2025

From 2024 to 2025, annual grant giving ranged from $2K (2025) to $13K (2024). In 2025 it made 2 grants totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

East Main Church Christ: $1KEast Main Church Christ$1KHopewell Church: $1KHopewell Church$1K

The largest 2025 recipient was East Main Church Christ ($1K). Together the top 2 received $2K.

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
East Main Church Christ Fulton, MS1 Year of Contributions$1,000
Hopewell Church Fulton, MSCemetery Fund$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$28,863$84,081$90,392
Revenue—$86,302$16,526
Expenses$55,218$92,613$16,521
Qualifying Distributions$2,000$90,167$13,583
Net Investment Income—$64,475—
Distributable Amount——$4,525

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 4, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Heritage Charitable Research Trust's only listed officer is Lyndell Fikes, Treasurer on every filing since 2020 (uncompensated).

Officers on the 2025 filing

  • Lyndell Fikes

    Treasurer

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Heritage Charitable Research Trust

How much does Heritage Charitable Research Trust give each year?

Heritage Charitable Research Trust gave $2K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 5 grants.

How large is Heritage Charitable Research Trust?

Heritage Charitable Research Trust reported $29K in total assets on its 2025 IRS Form 990-PF.

Where does Heritage Charitable Research Trust operate?

Heritage Charitable Research Trust has awarded grants in Alabama, Mississippi, Tennessee, Texas.

What is Heritage Charitable Research Trust's EIN?

Heritage Charitable Research Trust's EIN (Employer Identification Number) is 20-6499568. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Heritage Charitable Research Trust by hand.

Explore Open Grants

Browse active grant opportunities in Heritage Charitable Research Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Mississippi

San Angelo Area Foundation

San Angelo, TX

The San Angelo Area Foundation supports a broad range of charitable needs, including health, education, arts, social services, and youth development, benefiting communities in 17 counties around San Angelo, Texas. Its 2024 grants had a median of about $24,000; it does not accept requests by email or traditional mail, but organizations may apply online.

Assets

$273.2M

Grants

158

Total Given

$10.0M

Foundation for Truth

San Angelo, TX

Foundation for Truth funds evangelism and related religious and charitable work, including church initiatives, religious education and materials, missions, and benevolence, primarily in Texas, Tennessee, and Mississippi, with activities also reaching the U.S. and abroad. Its 2024 grants ranged from $12,000 to $400,000, with a median of $43,000. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$60.5M

Grants

24

Total Given

$1.7M

Crown Foundation

Kansas City, MO

The foundation supports charitable work focused on families and children, assistance to people in need, and education, including religious education. Its 2024 grants ranged from $600 to $97,192, with a median of $1,200, and went mostly to Kansas organizations, with smaller amounts across several other states. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$2.6M

Grants

15

Total Given

$113K

Hennessee Floyd Foundation

Flushing, MI

Assets

$747K

Grants

10

Total Given

$45K

Oklahoma City Community Foundation Inc

Oklahoma City, OK

The Oklahoma City Community Foundation funds community programs in children’s opportunities, health care, culture and community, older adults, parks and public space, and animal welfare, primarily in Oklahoma City and Central Oklahoma. In 2025, its grants had a median of $18,251; published ranges include up to $40,000 for Opportunities for Children and $30,000 for Culture & Community. Its website lists some programs as open, but the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

698

Total Given

$63.3M

Ergon Foundation Inc

Jackson, MS

The foundation funds medical research, education, community development, and services for children with communication disorders, with most giving in Mississippi. In 2025, its grants ranged from $2,500 to $615,000, with a median of $25,000. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.

Assets

$210.7M

Grants

158

Total Given

$10.8M

Community Foundation for Mississippi

Jackson, MS

The Community Foundation for Mississippi supports nonprofit and community work, with competitive grants focused on Placemaking, Children and Families, and Community Partnerships, as well as donor-directed giving across varied charitable purposes. Its 2025 grants had a median of $19,500, with itemized awards ranging from $5,500 to $800,000; it primarily serves 22 counties in central and southwest Mississippi. It offers competitive grant programs, but the profile does not state whether it accepts unsolicited requests.

Assets

$90.3M

Grants

104

Total Given

$6.2M

Pinebelt Foundation

Hattiesburg, MS

Pinebelt Foundation supports charitable activities, community programs, and scholarships, with grants spanning varied local needs. In 2025, its grants had a median of $10,000, though amounts varied widely; its primary focus is the Pine Belt of South Mississippi. It accepts applications through GOapply for listed grant programs.

Philanthropy, Voluntarism & Grantmaking

Assets

$61.9M

Grants

133

Total Given

$5.2M

Franks Foundation

Booneville, MS

The foundation’s 2021 grants supported higher-education scholarships in Mississippi, typically ranging from $500 to $2,000. Its 2021 filing is marked as its final return, so grantmaking appears to have ended; that filing described an application process, but it should not be treated as current guidance.

Assets

—

Grants

96

Total Given

$106K

Community Foundation of Northwest Mississippi

Hernando, MS

The Community Foundation of Northwest Mississippi funds nonprofit and public-sector work in education, children’s health, workforce development, food security, and other charitable areas, with competitive programs focused on early childhood, regional development, civic engagement, and education technology. Its 2024 grants ranged from $5,500 to $962,000, with a median of about $13,900, and primarily serve 12 counties in Northwest Mississippi. It accepts applications through its competitive-grant portal; individual grants or loans are not available.

Philanthropy, Voluntarism & Grantmaking

Assets

$48.6M

Grants

99

Total Given

$4.8M

Grand Lodge of Mississippi Foundation

Meridian, MS

The Grand Lodge of Mississippi Foundation funds scholarships, relief aid, and contributions to organizations, primarily in Mississippi. Its 2025 grants ranged from $150 to $7,678, with a median of $1,000. It lists an application as required and says there are no award restrictions or deadlines; it does not explicitly state whether unsolicited requests are accepted.

Assets

$6.3M

Grants

64

Total Given

$83K

Mississippi Power Foundation Inc

Gulfport, MS

The foundation funds education, community relations, economic development, and environmental efforts, primarily in Mississippi, though it also made grants in Maine, New York, Ohio, and Massachusetts. Its typical award was about $10,000 in 2025 (median), with grants ranging from $400 to $400,500; the profile does not state whether it accepts unsolicited requests.

Assets

$65.1M

Grants

75

Total Given

$2.2M

More Funders in Mississippi

Heritage Charitable Research Trust down — hundreds of funders to go?

Want AI to do this for you?