Katharine a Heberton Charitable Trust

MANCHESTER, NH EIN: 33-6325735

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.

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Hampshire $477K (100%)

States

New Hampshire

Cities

Keene

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.