Heritage Home Group Char Tr-main
Heritage Home Group Charitable Trust is a private foundation based in Las Vegas, Nevada. Established in 1964, the trust manages substantial assets and distributes grants to charitable organizations across multiple states. The organization operates with minimal staff and is overseen by Wells Fargo Bank N.A. as trustee.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.2M
-3.0% YoY
Annual Giving
$450K
-2.2% YoY
Grant Count
19
+18.8% YoY
Avg Grant Size
$24K
-17.6% YoY
Grantmaking
The trust made 15 grants in 2023, with recent recipients including:
Grant Range
**
Average Grant
**
Grant Types
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Geographic Focus
Where this funder awards grants
The trust supports organizations across multiple states, with primary funding activity in:
- North Carolina
- Georgia
- Indiana
- Virginia
- Washington D.C.
Specific cities receiving funding include Alexandria, Atlanta, and Charlotte.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (FY 2023):
- Total Assets: $8,472,439
- Total Revenue: $335,547
- Total Expenses: $571,894
- Number of Employees: 1
Trustee Compensation: Wells Fargo Bank N.A. receives $102,153 annually for trustee services.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,215,920 | $8,472,439 | $8,741,877 |
| Revenue | $307,139 | $335,547 | $486,057 |
| Expenses | $573,309 | $571,894 | $679,423 |
| Qualifying Distributions | $478,054 | $486,728 | $578,889 |
| Net Investment Income | $185,371 | $239,101 | $402,314 |
| Distributable Amount | $523,621 | $477,854 | $504,495 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
77 grants across all recorded years
Open Grants
1 open opportunity from Heritage Home Group Char Tr-main
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $106,274 |
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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