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Heritage Home Group Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1964. The principal officer is % Well Fargo Bank N A. It holds total assets of $8.2M. Annual income is reported at $1.4M. According to available records, Heritage Home Group Charitable Trust has made 47 grants totaling $1.5M, with a median grant of $30K. The foundation has distributed between $460K and $552K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $552K distributed across 16 grants. Individual grants have ranged from $5K to $80K, with an average award of $32K. The foundation has supported 33 unique organizations. The foundation primarily supports organizations in North Carolina, Virginia, District of Columbia, which account for 91% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Heritage Home Group Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 47 grants. Its grantmaking reaches organizations primarily in NC, VA, DC.
Heritage Home Group Charitable Trust has distributed a total of $1.5M across 47 grants. The median grant size is $30K, with an average of $32K. Individual grants have ranged from $5K to $80K.
Heritage Home Group Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Heritage Home Group Charitable Trust is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $105K | $0 | $105K |
Total Giving
$572K
Total Assets
$8.5M
Fair Market Value
$10M
Net Worth
$8.5M
Grants Paid
$460K
Contributions
$0
Net Investment Income
$239K
Distribution Amount
$478K
Total: $2.3M
Total Grants
47
Total Giving
$1.5M
Average Grant
$32K
Median Grant
$30K
Unique Recipients
33
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ymca Of Catawba ValleyGENERAL OPERATING | Hickory, NC | $55K | 2023 |
| Withit Scholarship Foundation IncGENERAL OPERATING | High Point, NC | $45K | 2023 |
| Crossnore Communities For ChildrenGENERAL OPERATING | Crossnore, NC | $35K | 2023 |
| United Way Of Forsyth County - NcGENERAL SUPPORT | Winstonsalem, NC | $30K | 2023 |
| The Common Thread For The CureGENERAL OPERATING | Lexington, NC | $30K | 2023 |
NEW YORK, NY
SAN FRANCISCO, CA
PALO ALTO, CA
BAKERSFIELD, CA
| 2018 | 990PF | View |
| United Way Of Greater High Point IncGENERAL OPERATING | High Point, NC | $30K | 2023 |
| American Cancer Society IncGENERAL OPERATING | Atlanta, GA | $30K | 2023 |
| Catawba County United Way IncGENERAL OPERATING | Hickory, NC | $30K | 2023 |
| Dress For Success WinstonsalemGENERAL OPERATING | Winston Salem, NC | $25K | 2023 |
| Caldwell County United FundGENERAL OPERATING | Lenoir, NC | $25K | 2023 |
| Bethesda Center For The Homeless IncGENERAL OPERATING | Winston Salem, NC | $25K | 2023 |
| Operation Xcel Promoting Excellent CommuGENERAL OPERATING | Stokesdale, NC | $25K | 2023 |
| Communities In Schools Of Thomasville InGENERAL OPERATING | Thomasville, NC | $25K | 2023 |
| Hospital Hospitality House Of WinstonsalGENERAL OPERATING | Winston Salem, NC | $25K | 2023 |
| Second Harvest Food Bank OfGENERAL OPERATING | Winstonsalem, NC | $20K | 2023 |
| Pastors Pantry Targeting Senior HungerGENERAL OPERATING | Lexington, NC | $5K | 2023 |
| United Way WorldwideGENERAL OPERATING | Alexandria, VA | $80K | 2022 |
| American National Red CrossGENERAL OPERATING | Washington, DC | $50K | 2022 |
| The Salvation ArmyGENERAL OPERATING | Alexandria, VA | $47K | 2022 |
| Dress For Success Winston-SalemGENERAL OPERATING | Winston Salem, NC | $25K | 2022 |
| The Common Thread For The Cure FoundatioGENERAL OPERATING | Lexington, NC | $20K | 2022 |
| Saving Grace K9sGENERAL OPERATING | Lexington, NC | $15K | 2022 |
| Safe Harbor Of Nc IncGENERAL OPERATING | Hickory, NC | $15K | 2022 |
| Fame Foundation IncGENERAL OPERATING | Indianapolis, IN | $10K | 2022 |
| Rising Hope Farms IncGENERAL OPERATING | Claremont, NC | $10K | 2022 |
| United Way Of Caldwell CountyGENERAL OPERATING | Lenoir, NC | $55K | 2020 |
| Foundation For The CarolinasGENERAL OPERATING | Charlotte, NC | $50K | 2020 |
| St Jude Children S Research HospitalSCHOLARSHIP | Charlotte, NC | $35K | 2020 |
| Dress For Success - Winston SalemSCHOLARSHIP | Winstonsalem, NC | $25K | 2020 |
| Children'S Advocacy Center Of Catawba CoSCHOLARSHIP | Conover, NC | $25K | 2020 |
| The Salvation Army Of Greater High PointSCHOLARSHIP | High Point, NC | $10K | 2020 |
| Boys And Girls Clubs Of GreaterGENERAL OPERATING | High Point, NC | $10K | 2020 |
| Heroes Center IncSCHOLARSHIP | High Point, NC | $10K | 2020 |
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