Marie E Heyburn Trust Under Deed is a private foundation focused on Education, based in MALVERN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $220K in total assets. In 2024, it awarded 5 grants totaling $14K. Net investment income was $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$220K
+6.1% YoY
Annual Giving
$14K
-6.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$3K
-6.7% YoY
Under IRS private-foundation payout rules, Marie E Heyburn Trust Under Deed reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Marie E Heyburn Trust Under Deed
Based on IRS filings
Marie E Heyburn Trust Under Deed is a private foundation focused on Education, based in MALVERN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $220K in total assets. In 2024, it awarded 5 grants totaling $14K. Net investment income was $28K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $219,609 | $206,954 | $213,548 |
| Revenue | $31,975 | $13,681 | $15,656 |
| Expenses | $19,320 | $20,275 | $25,494 |
| Qualifying Distributions | $15,687 | $16,677 | $21,409 |
| Net Investment Income | $28,122 | $9,930 | $11,482 |
| Distributable Amount | $16,575 | $15,806 | $16,660 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Matthew Pun ($2,800), Charlotte Wu ($2,800), Joseph Fleitz ($2,800).
| Recipient | Purpose | Amount |
|---|---|---|
| MATTHEW PUN GLEN MILLS, PA | COLLEGE SCHOLARSHIP | $2,800 |
| CHARLOTTE WU GLEN MILLS, PA | COLLEGE SCHOLARSHIP | $2,800 |
| JOSEPH FLEITZ THORNTON, PA | COLLEGE SCHOLARSHIP | $2,800 |
| LIAM CLEAVER GARNET VALLEY, PA | COLLEGE SCHOLARSHIP | $2,800 |
| SANJAY MISRA GLEN MILLS, PA | COLLEGE SCHOLARSHIP | $2,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THE NATIONAL BANK OF MALVERN | TRUSTEE | 2 | $3,374 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marie E Heyburn Trust Under Deed?
Marie E Heyburn Trust Under Deed is a private foundation focused on Education, based in MALVERN, PA. It holds $220K in total assets as of 2024.
How large is Marie E Heyburn Trust Under Deed?
As of 2024, Marie E Heyburn Trust Under Deed holds $220K in total assets with $32K in annual revenue. It awarded 5 grants totaling $14K in 2024.
Where does Marie E Heyburn Trust Under Deed operate?
Marie E Heyburn Trust Under Deed has awarded grants in Pennsylvania.
What size grants does Marie E Heyburn Trust Under Deed award?
In 2024, Marie E Heyburn Trust Under Deed awarded 5 grants totaling $14K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Marie E Heyburn Trust Under Deed required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marie E Heyburn Trust Under Deed reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marie E Heyburn Trust Under Deed's EIN?
Marie E Heyburn Trust Under Deed's EIN (Employer Identification Number) is 23-7776386. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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