Heritage Charitable Research Trust
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.
Heritage Charitable Research Trust at a glance
In short: Heritage Charitable Research Trust gave $2K across 2 grants in 2025 (avg $1K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,000
- -84.1% vs 2024
- Grants made (2025)
- 2
- -60.0% vs 2024
- Average grant
- $1,000
- -60.3% vs 2024
- Median grant
- $1,000
- Total assets
- $28,863
- -65.7% vs 2024
- Primary geography
- Mississippi (100% 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 Heritage Charitable Research Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
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
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $2K (2025) to $13K (2024). In 2025 it made 2 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| East Main Church Christ Fulton, MS | 1 Year of Contributions | $1,000 |
| Hopewell Church Fulton, MS | Cemetery Fund | $1,000 |
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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 | $28,863 | — | $55,218 | $2,000 | 2 | $2,000 | — | — |
| 2024 | $84,081 | $86,302 | $92,613 | $12,600 | 5 | $90,167 | $64,475 | — |
| 2023 | $90,392 | $16,526 | $16,521 | — | — | $13,583 | — | $4,525 |
| 2022 | $90,395 | $9,179 | $9,999 | — | — | — | — | $4,510 |
| 2021 | $91,215 | $7,739 | $10,693 | — | — | — | — | $4,542 |
| 2020 | $94,169 | $7,149 | $10,798 | — | — | — | — | — |
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Heritage Charitable Research Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Heritage Charitable Research Trust's focus areas in our free grants database
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