Norman R Heintz Charitable Trust
Norman R Heintz Charitable Trust is a private foundation, based in Appleton, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $562K in total assets. In 2025, it awarded 6 grants totaling $45K. Net investment income was $39K.
Norman R Heintz Charitable Trust at a glance
In short: Norman R Heintz Charitable Trust gave $45K across 6 grants in 2025 (avg $7K), top state California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $44,682
- +7.3% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $7,447
- +7.3% vs 2024
- Median grant
- $7,447
- Total assets
- $562,003
- -1.1% vs 2024
- Primary geography
- California (33% 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 Norman R Heintz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Ablelight Inc (Fein 39-0806446) ($7K). Together the top 6 received $45K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Norman R Heintz Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 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 2019 to 2025, annual grant giving ranged from $42K (2024) to $51K (2022). In 2025 it made 6 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ablelight Inc (Fein 39-0806446) Watertown, WI | Religious Support | $7,447 |
| Gideons International (Fein 36-2270051) Nashville, TN | Religious Support | $7,447 |
| Joni and Friends (Fein 95-3402002) Agoura Hills, CA | Religious Support | $7,447 |
| Lutheran Braille Workers Inc (Fein 95-6048152) Yucaipa, CA | Religious Support | $7,447 |
| Lutheran Hour Ministries (Int'l Lutheran Laymens League Fein 43-0653365) St. Louis, MO | Religious Support | $7,447 |
| Pacific Garden Mission (Fein 36-2445391) Chicago, IL | Religious Support | $7,447 |
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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 | $562,003 | $52,243 | $58,635 | $44,682 | 6 | $44,682 | $38,979 | $35,388 |
| 2024 | $568,395 | $48,975 | $54,553 | $41,640 | 6 | $41,640 | $36,062 | $34,496 |
| 2023 | $573,973 | $35,609 | $56,908 | $44,820 | 6 | $44,820 | $23,521 | $32,290 |
| 2022 | $595,272 | $29,101 | $65,452 | $50,810 | 6 | $50,810 | $15,926 | $34,888 |
| 2021 | $631,623 | $76,426 | $60,009 | $45,705 | 6 | $45,705 | $62,317 | $38,935 |
| 2020 | $615,246 | $31,630 | $58,965 | $45,937 | 6 | — | $18,702 | $35,542 |
| 2019 | $642,581 | $48,551 | $57,806 | $46,622 | 6 | — | $27,463 | $35,709 |
Under IRS private-foundation payout rules, Norman R Heintz Charitable Trust reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Norman R Heintz Charitable Trust's only listed officer is Thrivent Trust Company, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Thrivent Trust Company
Trustee
On filings since 2019
5 hrs/week
$11K (2020) → $11K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $11K, to Thrivent Trust Company (Trustee).
Frequently asked questions about Norman R Heintz Charitable Trust
How much does Norman R Heintz Charitable Trust give each year?
Norman R Heintz Charitable Trust gave $45K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 6 grants.
What is Norman R Heintz Charitable Trust's typical grant size?
Norman R Heintz Charitable Trust's median grant in 2025 was $7,447, and its average grant was $7,447, across 6 grants on its 2025 IRS Form 990-PF.
Where does Norman R Heintz Charitable Trust give grants?
Norman R Heintz Charitable Trust's top state is California, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Wisconsin (17%) and Tennessee (17%).
Does Norman R Heintz Charitable Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Norman R Heintz Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Religious Support" (6 grants).
Who are Norman R Heintz Charitable Trust's largest grantees?
Norman R Heintz Charitable Trust's largest 2025 grantees include Ablelight Inc (Fein 39-0806446) ($7,447), Gideons International (Fein 36-2270051) ($7,447) and Joni and Friends (Fein 95-3402002) ($7,447), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Norman R Heintz Charitable Trust?
Norman R Heintz Charitable Trust reported $562K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).
What is Norman R Heintz Charitable Trust's EIN?
Norman R Heintz Charitable Trust's EIN (Employer Identification Number) is 27-6684864. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 23, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
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