Thomas Heritage Charitable Trust
The Thomas Heritage Charitable Trust is a private foundation based in Bend, Oregon. Its 2024 filing reports grants to charitable organizations supporting activities that include orphan support, children’s spiritual curriculum, building funds, homelessness assistance, emergency shelter, and missionary support.
Thomas Heritage Charitable Trust at a glance
In short: Thomas Heritage Charitable Trust gave $88K across 11 grants in 2024 (avg $8K), mostly in Oregon. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $87,800
- +136.0% vs 2023
- Grants made (2024)
- 11
- +57.1% vs 2023
- Average grant
- $7,982
- +50.2% vs 2023
- Median grant
- $5,000
- Total assets
- $159,626
- -35.1% vs 2023
- New grantees (estimate)
- 36% first-time grantees (4 of 11, 2024; small sample)
- Primary geography
- Oregon (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Thomas Heritage Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 60779 Currant Way, Bend, OR 97702
Phone: (541) 388-4360
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Thomas Heritage Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Path Ministries Otino WAA ($29K). Together the top 10 received $85K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 44 grants of 44 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 86% of grant dollars went to recipients in Oregon. The remaining grant dollars went to recipients in Iowa (5%), Nebraska (5%), and New York (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is Thomas Heritage Charitable Trust open to new grantees?
36%
first-time grantees, 2024
In 2024, 4 of 11 grantees (36%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $8K; repeat grants $8K. How we count
Medians: $8K first-time, $5K repeat.
- 64% of 2024 grantees were also funded in 2023. Method
- Giving grew 106% from 2021 to 2024. Method
- In 2024 it paid out 801% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $37K (2023) to $88K (2024). In 2024 it made 11 grants totaling $88K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Path Ministries Otino WAA Bend, OR | Orphan Support and Medical Aid | $29,000 |
| Storyline Kids Eugene, OR | Children's Spiritual Curriculum | $10,000 |
| Trinity Lutheran Building Fund Bend, OR | School & Church Building Fund | $10,000 |
| Eugene Mission Eugene, OR | Homeless Assistance | $6,000 |
| Visions of Hope Bend, OR | Ministry, Prisons in or (Art) | $6,000 |
| Journey International Prineville, OR | Church Construction Africa | $5,000 |
| Shepherd's House Bend, OR | Emergency Shelter Services | $5,000 |
| Open Bible Churches Des Moines, IA | Missionary Support, R of Guinea | $4,800 |
| Salvation Army Bend Corps Bend, OR | Family Aid, Central Oregon | $4,800 |
| Shelter of Light Lifegate Church Omaha, NE | Missionary Support, Afghanistan | $4,800 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $159,626 | $9,127 | $89,072 | $87,800 | 11 | $88,471 | $8,526 | $11,049 |
| 2023 | $245,797 | $4,892 | $38,417 | $37,200 | 7 | $37,750 | $7,873 | $12,408 |
| 2022 | $260,913 | $-47,311 | $42,098 | $40,800 | 8 | $41,350 | $7,491 | $14,081 |
| 2021 | $281,896 | $-45,236 | $43,718 | $42,600 | 8 | $43,052 | $2,384 | $16,634 |
| 2020 | $393,460 | $-45,317 | $41,986 | $41,300 | 10 | — | $4,178 | $20,633 |
Under IRS private-foundation payout rules, Thomas Heritage Charitable Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable purposes, including orphan support and medical aid, children’s curriculum, school and church building funds, homeless assistance, emergency shelter, family aid, and missionary support.
Among its grantees, Eugene Mission describes its work as providing emergency services and long-term solutions to help homeless neighbors transition back into the community. Journey International describes serving family and community needs through education, vocational training, medical care, nutrition, food, clean water, church planting, and training.
Grantmaking
In filing year 2024, the trust gave $87,800 through 11 grants. Grant amounts ranged from $2,400 to $29,000, with a median grant of $5,000.
Notable 2024 grants included:
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Dwayne T. Friesen as chair; Kathleen S. Friesen as secretary/treasurer; and Aaron T. Friesen, Rod J. Ray, and David K. Lyon as trustees.
Thomas Heritage Charitable Trust is led by Dwayne T. Friesen, Chair on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dwayne T. Friesen
Chair
On filings since 2020
4 hrs/week
No compensation reported
Aaron T. Friesen
Trustee
On filings since 2020
1 hr/week
No compensation reported
David K. Lyon
Trustee
On filings since 2020
1 hr/week
No compensation reported
Rod J. Ray
Trustee
On filings since 2020
1 hr/week
No compensation reported
Kathleen S. Friesen
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Thomas Heritage Charitable Trust
How much does Thomas Heritage Charitable Trust give each year?
Thomas Heritage Charitable Trust gave $88K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $37K across 7 grants.
What is Thomas Heritage Charitable Trust's typical grant size?
Thomas Heritage Charitable Trust's median grant in 2024 was $5,000, and its average grant was $7,982, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Thomas Heritage Charitable Trust that year got $8K on average.
Where does Thomas Heritage Charitable Trust give grants?
Thomas Heritage Charitable Trust gives mostly in Oregon: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Iowa (5%) and Nebraska (5%). The most frequent recipient cities were Bend, OR (5 grants) and Eugene, OR (2 grants).
Does Thomas Heritage Charitable Trust give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on Thomas Heritage Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
Who are Thomas Heritage Charitable Trust's largest grantees?
Thomas Heritage Charitable Trust's largest 2024 grantees include Path Ministries Otino WAA ($29,000), Storyline Kids ($10,000) and Trinity Lutheran Building Fund ($10,000), according to its 2024 IRS Form 990-PF. Together they received 56% of its itemized 2024 grant dollars.
How large is Thomas Heritage Charitable Trust?
Thomas Heritage Charitable Trust reported $160K in total assets on its 2024 IRS Form 990-PF. It paid out $88K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
What does Thomas Heritage Charitable Trust fund?
No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable purposes, including orphan support and medical aid, children’s curriculum, school and church building funds, homeless assistance, emergency shelter, family aid, and missionary support. See mission & focus areas ↑
How do I apply for a grant from Thomas Heritage Charitable Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Thomas Heritage Charitable Trust's EIN?
Thomas Heritage Charitable Trust's EIN (Employer Identification Number) is 46-4198608. IRS Form 990 filing data is available on this page for 2020–2024.
Does Thomas Heritage Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Thomas Heritage Charitable Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/thomas-heritage-charitable-trust-morg_2bb5097cd852434bb26daa148f60666f
BibTeX
@misc{grantable_464198608_2026,
author = {{Grantable}},
title = {{Thomas Heritage Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/thomas-heritage-charitable-trust-morg_2bb5097cd852434bb26daa148f60666f},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Thomas Heritage Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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