Funder DirectoryHERITAGE HOME GROUP CHAR TR-MAIN
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Private foundation (trust)EIN 566047870Est. 1964-07

HERITAGE HOME GROUP CHAR TR-MAIN

SAINT LOUIS, MO 63166

Total Assets

$10.7M

FY 2024

Annual Giving

$450K

FY 2024

Grants Made

19

FY 2024

Avg Grant

$24K

FY 2024

Grant Range

$5K–$30K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$307K

Total Expenses

$573K

Qualifying Distributions

$478K

Distributable Amount

$524K

Min. Investment Return

$526K

Undistributed Income

$492K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $5K through median $25K to maximum $30K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $552K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

97 grants

WITHIT SCHOLARSHIP FOUNDATION INC
$215K
6 grants
AMERICAN NATIONAL RED CROSS
$200K
3 grants
CATAWBA COUNTY UNITED WAY INC
$165K
4 grants
CALDWELL COUNTY UNITED FUND
$160K
4 grants
UNITED WAY OF GREATER HIGH POINT INC
$160K
4 grants
YMCA OF CATAWBA VALLEY
$155K
3 grants
AMERICAN CANCER SOCIETY INC
$150K
5 grants
THE SALVATION ARMY OF GREATER HIGH POINT
$135K
2 grants

Grant Size Distribution

97 grants

<$10K
16
grants
$10–50K
71
grants
$50–250K
10
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

North Carolina
$2.2M
77% of total
District of Columbia
$225K
8% of total
Virginia
$127K
4% of total
Georgia
$120K
4% of total
South Carolina
$60K
2% of total
New York
$36K
1% of total
Pennsylvania
$25K
1% of total
California
$25K
1% of total
Indiana
$10K
0% of total
Oklahoma
$10K
0% of total

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HERITAGE HOME GROUP CHAR TR-MAIN — Grants, Financials & Contact | Grantivo