A Carl & Mary H Heinrich Char Tr

Private foundation · Grantmaker Orlando, FL EIN: 20-6364334

A Carl & Mary H Heinrich Char Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 2 grants totaling $146K. Net investment income was $332K.

Key facts about A Carl & Mary H Heinrich Char Tr

In short: A Carl & Mary H Heinrich Char Tr gave $146K across 2 grants in 2025 (avg $73K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
20-6364334
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$145,824
Grants made (2025)
2
Average grant
$72,912
Median grant
$72,912
Total assets
$2,731,539
Primary geography
Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.7M

+6.5% YoY

Annual Giving

$146K

+14.2% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$73K

+14.2% YoY

Under IRS private-foundation payout rules, A Carl & Mary H Heinrich Char Tr reported a distributable amount of $171K for 2025 — the minimum it must pay out in qualifying distributions.

How A Carl & Mary H Heinrich Char Tr gives

  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

RichmondSalem

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $115K (2020) to $146K (2025). In 2025 it made 2 grants totaling $146K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Virginia Baptist Childrens Home: $73KVirginia Baptist ChildrensHome$73KDerbyshire Baptist Church: $73KDerbyshire Baptist Church$73K

The largest 2025 recipient was Virginia Baptist Childrens Home ($73K). Together the top 2 received $146K.

Grant Size Distribution

10 grants across all recorded years

<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Virginia Baptist Childrens Home Salem, VAGeneral Operating$72,912
Derbyshire Baptist Church Richmond, VAGeneral Operating$72,912

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,731,539$2,565,841$2,352,372
Revenue$344,616$369,722$234,990
Expenses$178,559$156,364$155,133
Qualifying Distributions$159,083$140,323$141,361
Net Investment Income$331,979$358,087$222,912
Distributable Amount$170,870$158,402$141,035

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

A Carl & Mary H Heinrich Char Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $47K (2021) → $24K (2025)

Former officers (1)
  • Former: Truist Bank FKA Suntrust Bank (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Truist Bank — Trustee: $24KTruist BankTrustee$24K

The highest reported compensation on the 2025 filing was $24K, to Truist Bank (Trustee).

Frequently asked questions about A Carl & Mary H Heinrich Char Tr

How much does A Carl & Mary H Heinrich Char Tr give each year?

A Carl & Mary H Heinrich Char Tr gave $146K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $128K across 2 grants.

How large is A Carl & Mary H Heinrich Char Tr?

A Carl & Mary H Heinrich Char Tr reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $159K in qualifying distributions that year, against a required minimum of $171K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does A Carl & Mary H Heinrich Char Tr operate?

A Carl & Mary H Heinrich Char Tr has awarded grants in Virginia.

What is A Carl & Mary H Heinrich Char Tr's EIN?

A Carl & Mary H Heinrich Char Tr's EIN (Employer Identification Number) is 20-6364334. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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