H and N Henry Mem Tr

Foundation · Grantmaker Orlando, FL EIN: 61-6032499
PhilanthropyFoundations

H and N Henry Mem Tr is a private foundation focused on Philanthropy, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $75K. Net investment income was $86K.

Key facts about H and N Henry Mem Tr

In short: H and N Henry Mem Tr gave $75K across 1 grant in 2025 (avg $75K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

EIN
61-6032499
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$74,968
Grants made (2025)
1
Average grant
$74,968
Median grant
$74,968
Total assets
$1,527,813
Primary geography
Kentucky (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

$1.5M

+0.1% YoY

Annual Giving

$75K

+15.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$75K

+15.7% YoY

Under IRS private-foundation payout rules, H and N Henry Mem Tr reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.

How H and N Henry Mem Tr gives

  • Giving fell 33% from 2022 to 2025. Method
  • In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Winchester

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

The Greater Clark Foundation: $75KThe Greater Clark Foundation$75K

Grant Size Distribution

5 grants across all recorded years

1<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
THE GREATER CLARK FOUNDATION Winchester, KYGENERAL OPERATING$74,968

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019202020212022202320242025
Metric202520242023
Total Assets$1,527,813$1,526,809$1,473,422
Revenue$91,921$131,176$95,851
Expenses$90,686$91,331$85,130
Qualifying Distributions$82,582$71,742$78,046
Net Investment Income$85,758$122,962$88,561
Distributable Amount$82,354$78,288$72,870

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS May 6, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

H and N Henry Mem Tr's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2022

    2 hrs/week

    $17K (2022) → $11K (2025)

Data from IRS Form 990 filings, 2022–2025. "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: $11KTruist BankTrustee$11K

Frequently asked questions about H and N Henry Mem Tr

How much does H and N Henry Mem Tr give each year?

H and N Henry Mem Tr gave $75K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 1 grant.

How large is H and N Henry Mem Tr?

H and N Henry Mem Tr reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).

What is H and N Henry Mem Tr?

H and N Henry Mem Tr is a private foundation focused on Philanthropy, based in Orlando, FL. It holds $1.5M in total assets as of 2025.

Where does H and N Henry Mem Tr operate?

H and N Henry Mem Tr has awarded grants in Kentucky.

What is H and N Henry Mem Tr's EIN?

H and N Henry Mem Tr's EIN (Employer Identification Number) is 61-6032499. IRS Form 990 filing data is available on this page for 2019–2025.

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

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