Funder DirectoryHMA CHARITABLE TRUST
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Private foundation (trust)EIN 201866639Est. 2005-09

HMA CHARITABLE TRUST

FOREST HILLS, NY 11375

Total Assets

$4.3M

FY 2023

Annual Giving

$110K

FY 2023

Grants Made

18

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$200–$31K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$77K

Total Expenses

$133K

Qualifying Distributions

$111K

Distributable Amount

$194K

Min. Investment Return

$195K

Undistributed Income

$163K

Payout rate 57%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.57%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

18 grants

Grant sizes from minimum $200 through median $4K to maximum $31K, 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

4 years

Giving over time from 2020 to 2023. Peak $110K in 2023. Hover bars for details.

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

Top Recipients

74 grants

YOUNG ISRAEL OF SCARSDALE
$32K
2 grants
CMT4B3 RESEARCH FOUNDATION
$20K
4 grants
AMERICAN JEWISH COMMITTEE (820 SHS AT&T)
$18K
1 grant
AMERICAN JEWISH COMMITTEE (210 SHS NATH)
$14K
1 grant
DOROT INC (150 SHS NATH)
$10K
1 grant
DOROT INC (STOCK DONATION OF 145 SHARES NATHAN'S FAMOUS INC)
$10K
1 grant
BRANDEIS UNIVERSITY (STOCK DONATION OF 900 SHARES HEMISPHERE MEDIA)
$10K
1 grant
UJA FEDERATION OF NEW YORK
$7K
4 grants

Grant Size Distribution

74 grants

<$10K
68
grants
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

New York
$145K
73% of total
Pennsylvania
$39K
20% of total
Massachusetts
$10K
5% of total
Maryland
$2K
1% of total
New Jersey
$938
0% of total
Virginia
$540
0% of total
Texas
$360
0% of total

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HMA CHARITABLE TRUST — Grants, Financials & Contact | Grantivo