Lelia Heuer Charitable Trust
Lelia Heuer Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $794K in total assets. In 2025, it awarded 5 grants totaling $40K. Net investment income was $97K.
Lelia Heuer Charitable Trust at a glance
In short: Lelia Heuer Charitable Trust gave $40K across 5 grants in 2025 (avg $8K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,700
- +4.2% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $7,940
- -16.6% vs 2024
- Median grant
- $10,000
- Total assets
- $794,145
- +7.0% vs 2024
- Primary geography
- Missouri (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 Lelia Heuer Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Ozarks Technical Community ($11K). Together the top 5 received $40K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Lelia Heuer Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 95% 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 2021 to 2025, annual grant giving ranged from $38K (2024) to $49K (2022). In 2025 it made 5 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ozarks Technical Community Springfield, MO | Exempt Purpose | $10,500 |
| Missouri State University at West P West Plains, MO | Exempt Purpose | $10,000 |
| College of the Ozarks Springfield, MO | Exempt Purpose | $10,000 |
| West Plains Community Foundation West Plains, MO | Exempt Purpose | $5,000 |
| Ozarks Food Harvest Springfield, MO | Exempt Purpose | $4,200 |
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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 | $794,145 | $125,617 | $73,955 | $39,700 | 5 | $45,223 | $97,188 | $47,473 |
| 2024 | $742,350 | $41,163 | $67,665 | $38,100 | 4 | $41,845 | $15,331 | $45,412 |
| 2023 | $768,787 | $45,101 | $77,783 | $47,000 | 4 | $52,151 | $19,454 | $43,165 |
| 2022 | $801,474 | $45,866 | $84,426 | $49,000 | 7 | $54,502 | $15,933 | $52,549 |
| 2021 | $839,768 | $88,900 | $71,154 | $38,200 | 4 | — | $61,168 | $50,455 |
Under IRS private-foundation payout rules, Lelia Heuer Charitable Trust reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lelia Heuer Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
US Bank NA
Trustee
On filings since 2021
2 hrs/week
$16K (2021) → $16K (2025)
Paul G White
Foundation Manager
On filings since 2021
1 hr/week
$12K (2021) → $13K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $16K, to US Bank NA (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Lelia Heuer Charitable Trust
How much does Lelia Heuer Charitable Trust give each year?
Lelia Heuer Charitable Trust gave $40K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 4 grants.
What is Lelia Heuer Charitable Trust's typical grant size?
Lelia Heuer Charitable Trust's median grant in 2025 was $10,000, and its average grant was $7,940, across 5 grants on its 2025 IRS Form 990-PF.
Where does Lelia Heuer Charitable Trust give grants?
Lelia Heuer Charitable Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Springfield, MO (3 grants) and West Plains, MO (2 grants).
Who are Lelia Heuer Charitable Trust's largest grantees?
Lelia Heuer Charitable Trust's largest 2025 grantees include Ozarks Technical Community ($10,500), Missouri State University at West P ($10,000) and College of the Ozarks ($10,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is Lelia Heuer Charitable Trust?
Lelia Heuer Charitable Trust reported $794K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $47K (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 Lelia Heuer Charitable Trust's EIN?
Lelia Heuer Charitable Trust's EIN (Employer Identification Number) is 43-6603141. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 23, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 25, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 30, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2021–2025
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