The Heimsoth Family Charitable Trust

Foundation · Grantmaker Sioux Falls, SD EIN: 26-1719452

The Heimsoth Family Charitable Trust is a private foundation, based in Sioux Falls, SD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $157K in total assets. In 2024, it awarded 4 grants totaling $12K. Net investment income was $4K.

Key facts about The Heimsoth Family Charitable Trust

EIN: 26-1719452
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $12,000
Grants made (2024): 4
Average grant: $3,000
Median grant: $1,500
Total assets: $157,206
Primary geography: Iowa (75% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Heimsoth Family Charitable Trust funds

By grant dollars, the top recipient states for The Heimsoth Family Charitable Trust's 4 itemized 2024 grants were Iowa (75%), Missouri (17%) and Tennessee (8%). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Support" (4 grants).

How The Heimsoth Family Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (−13%). Method
In 2024 it paid out 99% 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.

Next steps with The Heimsoth Family Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$157K

-7.0% YoY

Annual Giving

$12K

+9.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+9.1% YoY

Under IRS private-foundation payout rules, The Heimsoth Family Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About The Heimsoth Family Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $9K (75%)

Missouri $2K (17%)

Tennessee $1K (8%)

Share of all 4 itemized 2024 grant dollars.

States

District of Columbia Iowa Illinois Massachusetts Maryland Minnesota Missouri New York Tennessee Virginia Wisconsin

Cities

GrinnellSaint LouisDes MoinesCedar RapidsIowa CityChicagoAmesBrookfieldJohnstonNew YorkSaint OlafSt GrinnellStory CityArlingtonBaltimoreBooneDavenportHopkinsMarshalltownMemphis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$157,206	$169,127	$179,132
Revenue	$4,736	$5,701	$4,684
Expenses	$16,657	$15,706	$13,883
Qualifying Distributions	$14,250	$13,250	$9,482
Net Investment Income	$4,062	$3,615	$2,051
Distributable Amount	$14,361	$12,854	$13,136

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

58 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include University of Iowa Center for Advancement ($8,000), Lutheran Hour Ministries ($2,000), American Red Cross - Central Iowa Chapter ($1,000).

Recipient	Purpose	Amount
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT Iowa City, IA	PROGRAM SUPPORT	$8,000
LUTHERAN HOUR MINISTRIES St Louis, MO	PROGRAM SUPPORT	$2,000
AMERICAN RED CROSS - CENTRAL IOWA CHAPTER Boone, IA	PROGRAM SUPPORT	$1,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL Memphis, TN	PROGRAM SUPPORT	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Sawmill Trust Company	Trustee	5	$4,500
Arnold H Heimsoth	President/ Trustee	2	—
Joan P Heimsoth	Vice Pre. , Sec. , Treas. / Trustee	2	—

Frequently Asked Questions

How large is The Heimsoth Family Charitable Trust?

As of 2024, The Heimsoth Family Charitable Trust holds $157K in total assets with $5K in annual revenue. It awarded 4 grants totaling $12K in 2024.

Where does The Heimsoth Family Charitable Trust operate?

The Heimsoth Family Charitable Trust has awarded grants in District of Columbia, Iowa, Illinois, Massachusetts, Maryland, Minnesota, Missouri, New York, Tennessee, Virginia, Wisconsin.

What size grants does The Heimsoth Family Charitable Trust award?

In 2024, The Heimsoth Family Charitable Trust awarded 4 grants totaling $12K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Heimsoth Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Heimsoth Family Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Heimsoth Family Charitable Trust's EIN?

The Heimsoth Family Charitable Trust's EIN (Employer Identification Number) is 26-1719452. IRS Form 990 filing data is available on this page for 2020–2024.