Henrich L Trust Fbo Charities

Foundation · Grantmaker BIRMINGHAM, AL EIN: 37-6283098

Henrich L Trust Fbo Charities is a private foundation focused on Health, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 3 grants totaling $120K. Net investment income was $125K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-0.1% YoY

Annual Giving

$120K

-3.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

-3.6% YoY

Under IRS private-foundation payout rules, Henrich L Trust Fbo Charities reported a distributable amount of $116K for 2024 — the minimum it must pay out in qualifying distributions.

About Henrich L Trust Fbo Charities

Based on IRS filings

Focus Areas

Health Diseases and conditions

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $369K (60%)

Georgia $165K (27%)

Oklahoma $80K (13%)

States

Florida Georgia Oklahoma

Cities

AtlantaKennesawOklahoma CitySt PetersburgTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,106,007	$2,108,965	$2,123,288
Revenue	$148,742	$141,608	$196,076
Expenses	$151,128	$154,727	$161,925
Qualifying Distributions	$126,686	$130,994	$135,259
Net Investment Income	$124,905	$119,564	$173,393
Distributable Amount	$115,875	$107,893	$111,852

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Cancer Society ($40,116), Shriners Hospital for Children ($40,116), American Heart Assoc ($40,116).

Recipient	Purpose	Amount
AMERICAN CANCER SOCIETY KENNESAW, GA	GENERAL OPERATING	$40,116
SHRINERS HOSPITAL FOR CHILDREN ATLANTA, GA	QUALITY MANAGEMENT	$40,116
AMERICAN HEART ASSOC ST PETERSBURG, FL	GENERAL OPERATING	$40,116

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$26,615

Subject Areas

Focus areas based on grantmaking activity

Health Diseases and conditions

Frequently Asked Questions

What is Henrich L Trust Fbo Charities?

Henrich L Trust Fbo Charities is a private foundation focused on Health, based in BIRMINGHAM, AL. It holds $2.1M in total assets as of 2024.

How large is Henrich L Trust Fbo Charities?

As of 2024, Henrich L Trust Fbo Charities holds $2.1M in total assets with $149K in annual revenue. It awarded 3 grants totaling $120K in 2024.

Where does Henrich L Trust Fbo Charities operate?

Henrich L Trust Fbo Charities has awarded grants in Florida, Georgia, Oklahoma.

What size grants does Henrich L Trust Fbo Charities award?

In 2024, Henrich L Trust Fbo Charities awarded 3 grants totaling $120K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Henrich L Trust Fbo Charities required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Henrich L Trust Fbo Charities reported a distributable amount of $116K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.