Thomas Heritage Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEND, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $160K in total assets. In 2024, it awarded 11 grants totaling $88K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$160K
-35.1% YoY
Annual Giving
$88K
+136.0% YoY
Grant Count
11
+57.1% YoY
Avg Grant Size
$8K
+50.2% YoY
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.
About Thomas Heritage Charitable Trust
Based on IRS filings
Thomas Heritage Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEND, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $160K in total assets. In 2024, it awarded 11 grants totaling $88K. Net investment income was $9K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $159,626 | $245,797 | $260,913 |
| Revenue | $9,127 | $4,892 | $-47,311 |
| Expenses | $89,072 | $38,417 | $42,098 |
| Qualifying Distributions | $88,471 | $37,750 | $41,350 |
| Net Investment Income | $8,526 | $7,873 | $7,491 |
| Distributable Amount | $11,049 | $12,408 | $14,081 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Path Ministries Otino Waa ($29,000), Storyline Kids ($10,000), Trinity Lutheran Building Fund ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ELIM FELLOWSHIP LIMA, NY | MISSIONARY SUPPORT AND BIBLE COLLEGE | $2,400 |
| EUGENE MISSION EUGENE, OR | HOMELESS ASSISTANCE | $6,000 |
| OPEN BIBLE CHURCHES DES MOINES, IA | MISSIONARY SUPPORT, R OF GUINEA | $4,800 |
| PATH MINISTRIES OTINO WAA BEND, OR | ORPHAN SUPPORT AND MEDICAL AID | $29,000 |
| SALVATION ARMY BEND CORPS BEND, OR | FAMILY AID, CENTRAL OREGON | $4,800 |
| SHELTER OF LIGHT LIFEGATE CHURCH OMAHA, NE | MISSIONARY SUPPORT, AFGHANISTAN | $4,800 |
| VISIONS OF HOPE BEND, OR | MINISTRY, PRISONS IN OR (ART) | $6,000 |
| STORYLINE KIDS EUGENE, OR | CHILDREN'S SPIRITUAL CURRICULUM | $10,000 |
| TRINITY LUTHERAN BUILDING FUND BEND, OR | SCHOOL & CHURCH BUILDING FUND | $10,000 |
| JOURNEY INTERNATIONAL PRINEVILLE, OR | CHURCH CONSTRUCTION AFRICA | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DWAYNE T FRIESEN | CHAIR | 4 | — |
| KATHLEEN S FRIESEN | SECRETARY/TREASURER | 1 | — |
| AARON T FRIESEN | TRUSTEE | 1 | — |
| ROD J RAY | TRUSTEE | 1 | — |
| DAVID K LYON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Thomas Heritage Charitable Trust?
Thomas Heritage Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEND, OR. It holds $160K in total assets as of 2024.
How large is Thomas Heritage Charitable Trust?
As of 2024, Thomas Heritage Charitable Trust holds $160K in total assets with $9K in annual revenue. It awarded 11 grants totaling $88K in 2024.
Where does Thomas Heritage Charitable Trust operate?
Thomas Heritage Charitable Trust has awarded grants in Iowa, Michigan, Nebraska, New York, Oregon.
What size grants does Thomas Heritage Charitable Trust award?
In 2024, Thomas Heritage Charitable Trust awarded 11 grants totaling $88K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Thomas Heritage Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Thomas Heritage Charitable Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Thomas Heritage Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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