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Illinois · Private foundation

Thomas & Marilyn Heath Charitable Trust

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$575
Granted FY2023
4
Grants FY2023
4
Organizations funded FY2023
50%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$175
Largest grant, FY2023
$175
Organizations funded a year
4 to 7
FY2017 to FY2023
States reached, FY2023
2
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 50% of the organizations Thomas & Marilyn Heath Charitable Trust funded were first-time grantees, receiving 39% of its grant dollars.

New vs renewed · share of each year

In FY2023, 61% of grant dollars renewed an existing relationship; $225 went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
AnimalsArts & CultureHuman ServicesEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20234$57550%
FY20226$7k33%
FY20217$6k71%
FY20204$3k75%
FY20196$7k50%
FY20184$8k25%
FY20174$5kn/a
89% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Arts & Culture$24kAnimals$5kEnvironment$3kEmployment$500Education$300Health$200Other$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
WI
MI
NY
OH
MO
VA
DC

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 12 grantees

Plus 8 recipients with no EIN on record ($21k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Thomas & Marilyn Heath Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Arts Club of Chicago: $5,900 over 3y, 1.3% of budgetParaklesis Inc: $4,000 over 2y, 0.6% of budgetChicago Horticultural Society: $2,975 over 5y, 0.0% of budgetTHE SOLTI FOUNDATION US CO Fiona Queen: $700 over 2y, 0.4% of budgetRavinia Festival Association: $650 over 3y, 0.0% of budgetWindow to the World Communications Inc: $325 over 2y, 0.0% of budgetThe Principia Corporation: $300 over 1y, 0.0% of budgetNorthlight Theatre Inc: $250 over 1y, 0.0% of budgetOrphans of the Storm: $250 over 1y, 0.0% of budgetHooved Animal Humane Society: $200 over 1y, 0.2% of budgetThe American Society for the Prevention of Cruelty to Animals: $100 over 1y, 0.0% of budgetNational Wildlife Federation: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 12.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

National Philanthropic TrustPA9.7× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Thomas & Marilyn Heath Charitable Trust with peer funders

About Thomas & Marilyn Heath Charitable Trust

How much does Thomas & Marilyn Heath Charitable Trust give?
Thomas & Marilyn Heath Charitable Trust reported 4 grants totaling $575 in its FY2023 IRS filing. It funded between 4 and 7 organizations a year over FY2017 to FY2023.
What does Thomas & Marilyn Heath Charitable Trust fund?
By grant dollars over FY2017 to FY2023, its largest causes are Arts & Culture (64%), Animals (13%), Environment (9%).
Who are Thomas & Marilyn Heath Charitable Trust's largest grantees?
By total granted over FY2017 to FY2023: The Arts Club of Chicago ($6k), Paraklesis Inc ($4k), Chicago Horticultural Society ($3k).
Does Thomas & Marilyn Heath Charitable Trust fund new organizations?
In FY2023, 50% of the organizations it funded were first-time grantees.
Does Thomas & Marilyn Heath Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Thomas & Marilyn Heath Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include National Philanthropic Trust, Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
Where is Thomas & Marilyn Heath Charitable Trust based?
Thomas & Marilyn Heath Charitable Trust is based in IL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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