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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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