Elizabeth Heyer Charitable Trust
- Assets
- $9.4m
- Revenue
- $219.8k
- Investments
- $2.8m
- Employees
- 0
- Location
- Billings, MT
- Founding
- 12/2016
- Data as of
- 12/2021
- EIN
- 81-3066836
Organization Overview
Elizabeth Heyer Charitable Trust is located in Billings, MT. The organization was established in 2016. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Elizabeth Heyer Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Elizabeth Heyer Charitable Trust generated $219.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (51.8%) each year. All expenses for the organization totaled $737.1k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Elizabeth Heyer Charitable Trust has awarded 19 individual grants totaling $2,174,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jerome Depalma Trustee | 6.22 | $118,880 | |
Phillip D Bratton Trustee | 6.34 | $113,977 | |
Angelina Filippo Trustee | 0.04 | $945 | |
John Heenan Trustee | 0.04 | $945 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5,746 |
| Dividends & Interest | $76,655 |
| Net Rental Income | $19,570 |
| Net Gain on Sale of Assets | $113,736 |
| Capital Gain Net Income | $113,736 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $850 |
| Total Revenue | $219,787 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $234,747 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $23,213 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $3,188 |
| Printing and publications | $0 |
| Other expenses | $65,970 |
| Total operating and administrative expenses | $332,103 |
| Contributions, gifts, grants paid | $405,000 |
| Total expenses and disbursements | $737,103 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $162,769 |
| Net Accounts receivable | $511 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $6,369,000 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $9,367,682 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Elizabeth Heyer Charitable Trust has awarded $405,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Las Vegas, NV PURPOSE: GENERAL FUND | $285,000 |
SALVATION ARMY PURPOSE: GENERAL FUND | $100,000 |
Elverson, PA PURPOSE: GENERAL FUND | $20,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Dennis R Washington Foundation Inc Missoula, MT | $1,024,973,213 | $135,352,040 |
J A & Kathryn Albertson Foundation Inc Boise, ID | $0 | $34,850,275 |
Hughes Charitable Foundation Jackson, WY | $5,676,764 | $10,003,792 |
Gianforte Fam Charitable Tr Bozeman, MT | $232,267,609 | $12,872,148 |
The Aditi Foundation Sioux Falls, SD | $272,669 | $9,625,048 |
Denny Sanford Foundation Sioux Falls, SD | $42,390,595 | $5,136,218 |
Montana Healthcare Foundation Bozeman, MT | $211,845,474 | $27,605,227 |
Homer A Scott And Mildred S Scott Foundation Sheridan, WY | $28,032,742 | $11,071,204 |
J R Simplot Foundation Inc Boise, ID | $241,362,659 | $7,582,149 |
Laura Moore Cunningham Foundation Inc Boise, ID | $9,665,036 | $4,890,131 |
Bruno And Evelyne Betti Foundation Billings, MT | $0 | $451,341 |
Dakota Charitable Foundation Inc Rapid City, SD | $26,047,186 | $2,168,472 |