Dr Hugh Carter Henry Trust
Dr Hugh Carter Henry Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $55K. Net investment income was $138K.
Dr Hugh Carter Henry Trust at a glance
In short: Dr Hugh Carter Henry Trust gave $55K across 1 grant in 2025 (avg $55K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $54,750
- -19.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $54,750
- -19.1% vs 2024
- Median grant
- $54,750
- Total assets
- $1,460,940
- +5.0% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dr Hugh Carter Henry Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Miller School of Albemarle Inc ($55K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Dr Hugh Carter Henry Trust gives
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 79% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $49K (2023) to $78K (2022). In 2025 it made 1 grant totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Miller School of Albemarle Inc Charlottesvle, VA | Unrestricted General | $54,750 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,460,940 | $155,917 | $86,846 | $54,750 | 1 | $66,520 | $138,135 | $84,365 |
| 2024 | $1,391,470 | $144,944 | $96,080 | $67,694 | 1 | $78,770 | $126,795 | $79,357 |
| 2023 | $1,344,086 | $46,025 | $74,351 | $49,142 | 1 | $59,451 | $26,634 | $72,340 |
| 2022 | $1,372,909 | $-34,266 | $111,217 | $77,942 | 1 | $88,430 | $12,564 | $74,374 |
| 2021 | $1,518,223 | $327,885 | $96,596 | $67,286 | 1 | $77,596 | $308,708 | $83,239 |
| 2020 | $1,285,198 | $112,576 | $93,536 | $67,500 | 1 | — | $98,006 | $71,229 |
Under IRS private-foundation payout rules, Dr Hugh Carter Henry Trust reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dr Hugh Carter Henry Trust's only listed officer is Bank Of America N A, Trustee since 2021 (on filings since 2020) (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
Co-Trustee → Trustee, 2021
On filings since 2020
1 hr/week
$20K (2020) → $24K (2025)
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
The highest reported compensation on the 2025 filing was $24K, to Bank of America N a (Trustee).
Frequently asked questions about Dr Hugh Carter Henry Trust
How much does Dr Hugh Carter Henry Trust give each year?
Dr Hugh Carter Henry Trust gave $55K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $68K across 1 grant.
How large is Dr Hugh Carter Henry Trust?
Dr Hugh Carter Henry Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $84K (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.
What is Dr Hugh Carter Henry Trust?
Dr Hugh Carter Henry Trust is a private foundation focused on Education, based in Dallas, TX. It holds $1.5M in total assets as of 2025.
Where does Dr Hugh Carter Henry Trust operate?
Dr Hugh Carter Henry Trust has awarded grants in Virginia.
What is Dr Hugh Carter Henry Trust's EIN?
Dr Hugh Carter Henry Trust's EIN (Employer Identification Number) is 54-6301162. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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Browse active grant opportunities in Dr Hugh Carter Henry Trust's focus areas in our free grants database
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