Heuermann Family Charitable Trust
Heuermann Family Charitable Trust is a private foundation, based in Aurora, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 5 grants totaling $169K. Net investment income was $270K.
Heuermann Family Charitable Trust at a glance
In short: Heuermann Family Charitable Trust gave $169K across 5 grants in 2025 (avg $34K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $169,177
- +30.8% vs 2024
- Grants made (2025)
- 5
- +66.7% vs 2024
- Average grant
- $33,835
- -21.5% vs 2024
- Median grant
- $5,000
- Total assets
- $2,662,737
- +18.7% vs 2024
- Primary geography
- Nebraska (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 Heuermann Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Hamilton Community Foundation ($107K). Together the top 5 received $169K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 8 grants of 13 (62%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Heuermann Family Charitable Trust gives
- Giving grew 238% from 2022 to 2025. Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $22K (2020) to $169K (2025). In 2025 it made 5 grants totaling $169K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hamilton Community Foundation Aurora, NE | General Fund | $106,677 |
| Phillips Community Foundation Phillips, NE | Storage Bldg Donation | $50,000 |
| Phillips Cemetery Association Phillips, NE | Operations | $5,000 |
| Hamilton County Food Pantry Aurora, NE | Operations | $5,000 |
| Henderson Child Development Center Henderson, NE | Operations | $2,500 |
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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 | $2,662,737 | $603,780 | $183,675 | $169,177 | 5 | $169,177 | $269,864 | $184,056 |
| 2024 | $2,242,632 | $157,857 | $138,263 | $129,327 | 3 | $129,327 | $152,686 | $169,177 |
| 2023 | $2,223,038 | $280,658 | $69,507 | $60,000 | 3 | $60,000 | $276,843 | $140,170 |
| 2022 | $2,011,887 | $184,135 | $52,239 | $50,000 | 1 | $50,000 | $183,786 | $139,065 |
| 2021 | $1,879,991 | $99,492 | $57,514 | $50,000 | 1 | — | $93,838 | $145,209 |
| 2020 | $1,838,013 | $114,232 | $24,214 | $22,000 | 5 | — | $113,868 | $112,184 |
Under IRS private-foundation payout rules, Heuermann Family Charitable Trust reported a distributable amount of $184K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heuermann Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bernard K. Heuermann
Trustee
On filings since 2020
No compensation reported
Scott Grafton
Trustee
On filings since 2021
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 Heuermann Family Charitable Trust
How much does Heuermann Family Charitable Trust give each year?
Heuermann Family Charitable Trust gave $169K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $129K across 3 grants.
What is Heuermann Family Charitable Trust's typical grant size?
Heuermann Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $33,835, across 5 grants on its 2025 IRS Form 990-PF.
Where does Heuermann Family Charitable Trust give grants?
Heuermann Family Charitable Trust gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Aurora, NE (2 grants) and Phillips, NE (2 grants).
Does Heuermann Family Charitable Trust give general operating support?
Yes: 20% of Heuermann Family Charitable Trust's 2025 grants with a stated purpose (1 of 5) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Operations" (3 grants).
Who are Heuermann Family Charitable Trust's largest grantees?
Heuermann Family Charitable Trust's largest 2025 grantees include Hamilton Community Foundation ($106,677), Phillips Community Foundation ($50,000) and Phillips Cemetery Association ($5,000), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.
How large is Heuermann Family Charitable Trust?
Heuermann Family Charitable Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $184K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Heuermann Family Charitable Trust's EIN?
Heuermann Family Charitable Trust's EIN (Employer Identification Number) is 47-0816293. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
- IRS filings on file for fiscal years 2020–2025
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