Heris a G Uw St Barbaras Ch Eta

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+2.4% YoY

Annual Giving

$58K

+56.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+56.8% YoY

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.

About Heris a G Uw St Barbaras Ch Eta

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $195K (79%)

Massachusetts $48K (20%)

New York $2K (1%)

States

Connecticut Massachusetts New York

Cities

New HavenNew YorkOrangePeabodyWoodbridge

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,000,846	$977,493	$999,845
Revenue	$101,668	$29,725	$-22,473
Expenses	$77,344	$51,649	$71,103
Qualifying Distributions	$66,041	$42,166	$58,630
Net Investment Income	$90,164	$17,336	$10,072
Distributable Amount	$55,772	$50,982	$51,927

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Barbara's Greek Orthodox Endowment ($32,515), Community Fdn of Greater New Haven ($13,109), Holy Cross School of Theology ($11,419).

Recipient	Purpose	Amount
YALE NEW HAVEN HOSPITAL NEW HAVEN, CT	UNRESTRICTED GENERAL	$200
COMMUNITY FDN OF GREATER NEW HAVEN NEW HAVEN, CT	UNRESTRICTED GENERAL	$13,109
NEW HAVEN CHAPTER OF AHEPA WOODBRIDGE, CT	UNRESTRICTED GENERAL	$50
ST BARBARA'S GREEK ORTHODOX ENDOWMENT ORANGE, CT	UNRESTRICTED GENERAL	$32,515
CONSULATE GENERAL OF GREECE - NY NEW YORK, NY	UNRESTRICTED GENERAL	$400
HOLY CROSS SCHOOL OF THEOLOGY PEABODY, MA	UNRESTRICTED GENERAL	$11,419

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$13,599

Frequently Asked Questions

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

As of 2024, Heris a G Uw St Barbaras Ch Eta holds $1.0M in total assets with $102K in annual revenue. It awarded 6 grants totaling $58K in 2024.

Where does Heris a G Uw St Barbaras Ch Eta operate?

Heris a G Uw St Barbaras Ch Eta has awarded grants in Connecticut, Massachusetts, New York.

What size grants does Heris a G Uw St Barbaras Ch Eta award?

In 2024, Heris a G Uw St Barbaras Ch Eta awarded 6 grants totaling $58K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Heris a G Uw St Barbaras Ch Eta required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Heris a G Uw St Barbaras Ch Eta reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.