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Thomas Heritage Charitable Trust is a private trust based in BEND, OR. The foundation received its IRS ruling in 2014. The principal officer is Kathleen Friesen. It holds total assets of $160K. Annual income is reported at $110K. Total assets have decreased from $451K in 2013 to $246K in 2023. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Funding is distributed across 4 states, including Oregon, New York, Iowa. According to available records, Thomas Heritage Charitable Trust has made 41 grants totaling $203K, with a median grant of $5K. The foundation has distributed between $37K and $82K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $82K distributed across 16 grants. Individual grants have ranged from $500 to $12K, with an average award of $5K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in Oregon, Nebraska, Iowa, which account for 85% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$5K
Average Grant
$5K
Largest Grant
$12K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Thomas Heritage Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 41 grants. Its grantmaking reaches organizations primarily in OR, NE, IA.
Thomas Heritage Charitable Trust has distributed a total of $203K across 41 grants. The median grant size is $5K, with an average of $5K. Individual grants have ranged from $500 to $12K.
Thomas Heritage Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Thomas Heritage Charitable Trust is headquartered in BEND, OR. While based in OR, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Dwayne T Friesen | CHAIR | $0 | $0 | N/A |
| Kathleen S Friesen | SECRETARY/TREASURER | $0 | $0 | N/A |
| Aaron T Friesen | TRUSTEE | $0 | $0 | N/A |
| Rod J Ray | TRUSTEE | $0 | $0 | N/A |
| David K Lyon | TRUSTEE | $0 | $0 | N/A |
Total Giving
$38K
Total Assets
$246K
Fair Market Value
$246K
Net Worth
$246K
Grants Paid
$37K
Contributions
N/A
Net Investment Income
$8K
Distribution Amount
$12K
Total: $238K
Total Grants
41
Total Giving
$203K
Average Grant
$5K
Median Grant
$5K
Unique Recipients
11
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Path Ministries Otino WaaORPHAN SUPPORT AND MEDICAL AID | Bend, OR | $12K | 2023 |
| Visions Of HopeMINISTRY, PRISONS IN OR (ART) | Bend, OR | $6K | 2023 |
| Salvation Army Bend CorpsFAMILY AID, CENTRAL OREGON | Bend, OR | $5K | 2023 |
| Open Bible ChurchesMISSIONARY SUPPORT, R OF GUINEA | Des Moines, IA | $5K | 2023 |
| Shelter Of Light Lifegate ChurchMISSIONARY SUPPORT, AFGHANISTAN | Omaha, NE | $5K | 2023 |
| Elim FellowshipMISSIONARY SUPPORT AND BIBLE COLLEGE | Lima, NY | $2K | 2023 |
| Eugene MissionHOMELESS ASSISTANCE | Eugene, OR | $2K | 2023 |
| Westside Church"BEYOND" COMMUNITY OUTREACH | Bend, OR | $2K | 2022 |
| Westside Church (Bend Foursquare Church)"BEYOND" COMMUNITY OUTREACH | Bend, OR | $5K | 2021 |
| Esthers ChildrenMISSIONARY SUPPORT, BRAZIL | Clarkston, MI | $1K | 2020 |
| Shepard'S House MinistriesCARING FOR HOMELESS AND NEEDY | Bend, OR | $500 | 2020 |