Katharine a Heberton Charitable Trust
Katharine a Heberton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Manchester, NH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 2 grants totaling $98K. Net investment income was $147K.
Key facts about Katharine a Heberton Charitable Trust
- EIN
- 33-6325735
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $97,806
- Grants made (2025)
- 2
- Average grant
- $48,903
- Median grant
- $48,903
- Total assets
- $1,855,017
- Primary geography
- New Hampshire (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How Katharine a Heberton Charitable Trust gives
- Giving fell 32% from 2022 to 2025. Method
- In 2025 it paid out 98% 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.
Next steps with Katharine a Heberton Charitable Trust
- How to evaluate Katharine a Heberton Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.9M
+2.8% YoY
Annual Giving
$98K
+4.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$49K
+4.2% YoY
Under IRS private-foundation payout rules, Katharine a Heberton Charitable Trust reported a distributable amount of $100K for 2025 — the minimum it must pay out in qualifying distributions.
About Katharine a Heberton Charitable Trust
Based on IRS filings
Katharine a Heberton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Manchester, NH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 2 grants totaling $98K. Net investment income was $147K.
Focus Areas
Ready to take the next step with Katharine a Heberton Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,855,017 | $1,804,569 | $1,812,836 |
| Revenue | $182,583 | $116,237 | $44,686 |
| Expenses | $133,143 | $126,306 | $105,369 |
| Qualifying Distributions | $97,806 | $93,854 | $68,148 |
| Net Investment Income | $147,293 | $80,874 | $15,353 |
| Distributable Amount | $99,845 | $93,500 | $94,744 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Cheshire Health Foundation ($48,903), Friends of Keene Public Library ($48,903).
| Recipient | Purpose | Amount |
|---|---|---|
| CHESHIRE HEALTH FOUNDATION Keene, NH | GENERAL OPERATIONS | $48,903 |
| FRIENDS OF KEENE PUBLIC LIBRARY Keene, NH | GENERAL OPERATIONS | $48,903 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Katharine a Heberton Charitable Trust?
Katharine a Heberton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Manchester, NH. It holds $1.9M in total assets as of 2025.
How large is Katharine a Heberton Charitable Trust?
As of 2025, Katharine a Heberton Charitable Trust holds $1.9M in total assets with $183K in annual revenue. It awarded 2 grants totaling $98K in 2025.
Where does Katharine a Heberton Charitable Trust operate?
Katharine a Heberton Charitable Trust has awarded grants in New Hampshire.
What size grants does Katharine a Heberton Charitable Trust award?
In 2025, Katharine a Heberton Charitable Trust awarded 2 grants totaling $98K — an average of about $49K per grant, based on its IRS Form 990 filings.
How much is Katharine a Heberton Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Katharine a Heberton Charitable Trust reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Katharine a Heberton Charitable Trust's EIN?
Katharine a Heberton Charitable Trust's EIN (Employer Identification Number) is 33-6325735. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.