Heris a G Uw St Barbaras Ch Eta

Private foundation · Grantmaker Dallas, TX EIN: 06-6118519

Heris a G Uw St Barbaras Ch Eta is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 6 grants totaling $58K. Net investment income was $90K.

Heris a G Uw St Barbaras Ch Eta at a glance

In short: Heris a G Uw St Barbaras Ch Eta gave $58K across 6 grants in 2024 (avg $10K), mostly in Connecticut. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$57,693
+56.8% vs 2023
Grants made (2024)
6
+0.0% vs 2023
Average grant
$9,616
+56.8% vs 2023
Median grant
$5,910
Total assets
$1,000,846
+2.4% vs 2023
Primary geography
Connecticut (80% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Heris a G Uw St Barbaras Ch Eta funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

St Barbara's Greek Orthodox Endowment: $33KSt Barbara's Greek OrthodoxEndowment$33KCommunity Fdn of Greater New Haven: $13KCommunity Fdn of Greater NewHaven$13KHoly Cross School of Theology: $11KHoly Cross School of Theology$11KConsulate General of Greece - NY: $400Consulate General of Greece -NY$400Yale New Haven Hospital: $200Yale New Haven Hospital$200New Haven Chapter of AHEPA: $50New Haven Chapter of AHEPA$50

The largest 2024 recipient was St Barbara's Greek Orthodox Endowment ($33K). Together the top 6 received $58K.

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 30 grants of 30 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

New HavenNew YorkOrangePeabodyWoodbridge

How Heris a G Uw St Barbaras Ch Eta gives

  • Giving held roughly steady from 2021 to 2024 (+19%). Method
  • In 2024 it paid out 118% of its IRS minimum distribution (the 5% rule). 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

$0$20K$40K$60K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024

From 2020 to 2024, annual grant giving ranged from $37K (2023) to $58K (2024). In 2024 it made 6 grants totaling $58K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
St Barbara's Greek Orthodox Endowment Orange, CTUnrestricted General$32,515
Community Fdn of Greater New Haven New Haven, CTUnrestricted General$13,109
Holy Cross School of Theology Peabody, MAUnrestricted General$11,419
Consulate General of Greece - NY New York, NYUnrestricted General$400
Yale New Haven Hospital New Haven, CTUnrestricted General$200
New Haven Chapter of AHEPA Woodbridge, CTUnrestricted General$50
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,000,846$101,668$77,344$57,6936$66,041$90,164$55,772
2023$977,493$29,725$51,649$36,7956$42,166$17,336$50,982
2022$999,845$-22,473$71,103$53,0116$58,630$10,072$51,927
2021$1,093,453$219,903$71,127$48,5456$56,938$207,893$58,119
2020$937,997$86,808$64,747$49,1606—$77,649$49,892

Under IRS private-foundation payout rules, Heris a G Uw St Barbaras Ch Eta reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Heris a G Uw St Barbaras Ch Eta's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2024 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $12K (2020) → $14K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $14KBank of AmericaTrustee$14K

The highest reported compensation on the 2024 filing was $14K, to Bank of America (Trustee).

Frequently asked questions about Heris a G Uw St Barbaras Ch Eta

How much does Heris a G Uw St Barbaras Ch Eta give each year?

Heris a G Uw St Barbaras Ch Eta gave $58K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $37K across 6 grants.

What is Heris a G Uw St Barbaras Ch Eta's typical grant size?

Heris a G Uw St Barbaras Ch Eta's median grant in 2024 was $5,910, and its average grant was $9,616, across 6 grants on its 2024 IRS Form 990-PF.

Where does Heris a G Uw St Barbaras Ch Eta give grants?

Heris a G Uw St Barbaras Ch Eta gives mostly in Connecticut: 80% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (20%). The most frequent recipient cities were New Haven, CT (2 grants).

Does Heris a G Uw St Barbaras Ch Eta give general operating support?

Yes: 100% of Heris a G Uw St Barbaras Ch Eta's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Heris a G Uw St Barbaras Ch Eta's largest grantees?

Heris a G Uw St Barbaras Ch Eta's largest 2024 grantees include St Barbara's Greek Orthodox Endowment ($32,515), Community Fdn of Greater New Haven ($13,109) and Holy Cross School of Theology ($11,419), according to its 2024 IRS Form 990-PF. Together they received 99% of its itemized 2024 grant dollars.

How large is Heris a G Uw St Barbaras Ch Eta?

Heris a G Uw St Barbaras Ch Eta reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets).

What is Heris a G Uw St Barbaras Ch Eta's EIN?

Heris a G Uw St Barbaras Ch Eta's EIN (Employer Identification Number) is 06-6118519. IRS Form 990 filing data is available on this page for 2020–2024.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Figures come from Heris a G Uw St Barbaras Ch Eta's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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