A Carl & Mary H Heinrich Char Tr
ORLANDO, FL EIN: 20-6364334
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.6M
+9.1% YoY
Annual Giving
$128K
-0.3% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$64K
-0.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,565,841 | $2,352,372 | $2,273,517 |
| Revenue | $369,722 | $234,990 | $133,121 |
| Expenses | $156,364 | $155,133 | $191,967 |
| Qualifying Distributions | $140,323 | $141,361 | $164,226 |
| Net Investment Income | $358,087 | $222,912 | $110,212 |
| Distributable Amount | $158,402 | $141,035 | $152,651 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does A Carl & Mary H Heinrich Char Tr fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $22,159 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Virginia $631K (100%)
States
Cities
RichmondSalem
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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