Heritage Charitable Research Trust
Heritage Charitable Research Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FULTON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $84K in total assets. In 2024, it awarded 5 grants totaling $13K. Net investment income was $64K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$84K
-7.0% YoY
Annual Giving
$13K
Grant Count
5
Avg Grant Size
$3K
About Heritage Charitable Research Trust
Based on IRS filings
Heritage Charitable Research Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FULTON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $84K in total assets. In 2024, it awarded 5 grants totaling $13K. Net investment income was $64K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $84,081 | $90,392 | $90,395 |
| Revenue | $86,302 | $16,526 | $9,179 |
| Expenses | $92,613 | $16,521 | $9,999 |
| Qualifying Distributions | $90,167 | $13,583 | — |
| Net Investment Income | $64,475 | — | — |
| Distributable Amount | — | $4,525 | $4,510 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Gloster St Church of Christ ($5,000), Plainview Church ($2,600), Fortify Your Faith ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PLAINVIEW CHURCH FULTON, MS | 1 YEAR OF CONTRIBUTIONS | $2,600 |
| GLOSTER ST CHURCH OF CHRIST TUPELO, MS | HURRICANE VICTIMS CONTRIBUION | $5,000 |
| FORTIFY YOUR FAITH JACKSON, TN | CONTRIBUTION | $2,000 |
| CHINESE BIBLE SCHOOL SAN MARCOS, TX | CONTRIBUTION | $2,000 |
| APOLOGETICS PRESS INC MONTGOMERY, AL | CONTRIBUTION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LYNDELL FIKES | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heritage Charitable Research Trust?
Heritage Charitable Research Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FULTON, MS. It holds $84K in total assets as of 2024.
How large is Heritage Charitable Research Trust?
As of 2024, Heritage Charitable Research Trust holds $84K in total assets with $86K in annual revenue. It awarded 5 grants totaling $13K in 2024.
Where does Heritage Charitable Research Trust operate?
Heritage Charitable Research Trust has awarded grants in Alabama, Mississippi, Tennessee, Texas.
What size grants does Heritage Charitable Research Trust award?
In 2024, Heritage Charitable Research Trust awarded 5 grants totaling $13K — an average of about $3K per grant, based on its IRS Form 990 filings.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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