Katharine a Heberton Charitable Trust
Katharine a Heberton Charitable Trust is a private foundation, based in Manchester, NH. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.0M in total assets. In 2026, it awarded 2 grants totaling $131K. Net investment income was $274K.
Katharine a Heberton Charitable Trust at a glance
In short: Katharine a Heberton Charitable Trust gave $131K across 2 grants in 2026 (avg $65K), mostly in New Hampshire. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $130,576
- +33.5% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $65,288
- +33.5% vs 2025
- Median grant
- $65,288
- Total assets
- $1,994,394
- +7.5% vs 2025
- Primary geography
- New Hampshire (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Katharine a Heberton Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Cheshire Health Foundation ($65K). Together the top 2 received $131K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 6 grants of 10 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Katharine a Heberton Charitable Trust gives
- Giving grew 92% from 2023 to 2026. Method
- In 2026 it paid out 126% 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 2020 to 2026, annual grant giving ranged from $68K (2023) to $143K (2022). In 2026 it made 2 grants totaling $131K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cheshire Health Foundation Keene, NH | General Operations | $65,288 |
| Friends of Keene Public Library Keene, NH | General Operations | $65,288 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,994,394 | $308,655 | $168,097 | $130,576 | 2 | $130,576 | $274,106 | $104,020 |
| 2025 | $1,855,017 | $182,583 | $133,143 | $97,806 | 2 | $97,806 | $147,293 | $99,845 |
| 2024 | $1,804,569 | $116,237 | $126,306 | $93,854 | 2 | $93,854 | $80,874 | $93,500 |
| 2023 | $1,812,836 | $44,686 | $105,369 | $68,148 | 2 | $68,148 | $15,353 | $94,744 |
| 2022 | $1,871,068 | $278,472 | $177,252 | $142,924 | 2 | $142,924 | $242,525 | $101,199 |
| 2021 | $1,767,676 | $78,039 | $118,317 | $73,844 | 2 | — | $37,358 | $98,928 |
| 2020 | $1,807,419 | $168,407 | $134,919 | $100,648 | 2 | — | $135,402 | $97,468 |
Under IRS private-foundation payout rules, Katharine a Heberton Charitable Trust reported a distributable amount of $104K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Katharine a Heberton Charitable Trust's only listed officer is TD Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
TD Bank NA
Trustee
On filings since 2020
1 hr/week
$32K (2020) → $33K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $33K, to TD Bank (Trustee).
Frequently asked questions about Katharine a Heberton Charitable Trust
How much does Katharine a Heberton Charitable Trust give each year?
Katharine a Heberton Charitable Trust gave $131K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $98K across 2 grants.
How large is Katharine a Heberton Charitable Trust?
Katharine a Heberton Charitable Trust reported $2.0M in total assets on its 2026 IRS Form 990-PF. It paid out $131K in qualifying distributions that year, against a required minimum of $104K (roughly 5% of its investment assets).
Where does Katharine a Heberton Charitable Trust operate?
Katharine a Heberton Charitable Trust has awarded grants in New Hampshire.
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 2020–2026.
Data last updated October 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 2026 (received by the IRS June 15, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Katharine a Heberton Charitable Trust funds
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