Heritage Home Group Char Tr-main

SAINT LOUIS, MO EIN: 56-6047870

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

+18.8% YoY

Avg Grant Size

$24K

-17.6% YoY

Under IRS private-foundation payout rules, Heritage Home Group Char Tr-main reported a distributable amount of $524K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The trust made 15 grants in 2023, with recent recipients including:

Grant Range

Average Grant

Grant Types

Ready to take the next step with Heritage Home Group Char Tr-main?

Assess fit for your org Draft an LOI Find open RFPs

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

North Carolina $2.0M (83%)

Virginia $127K (5%)

Georgia $120K (5%)

District of Columbia $100K (4%)

Pennsylvania $25K (1%)

South Carolina $25K (1%)

Indiana $10K (0%)

States

District of Columbia Georgia Indiana North Carolina Pennsylvania South Carolina Virginia

Cities

AlexandriaAllentownAsheboroAtlantaCharlotteClaremontClemmonsConoverCrossnoreGreensboroHickoryHigh PointIndianapolisLenoirLexingtonMorgantonSpartanburgStokesdaleThomasvilleWashington

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.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Heritage Home Group Charitable Trust Grant

HERITAGE HOME GROUP CHAR TR-MAIN

Amount

Varies

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Cancer Society Inc ($30,000), Dream Center of Forsyth County ($30,000), North Carolina School for the Deaf at ($30,000).

Recipient	Purpose	Amount
FRIENDS OF THE RANDOLPH COUNTY PUBLIC ASHEBORO, NC	GENERAL OPERATING	$5,000
CITY WITH DWELLINGS A COMMUNITY FIRST WINSTON SALEM, NC	GENERAL OPERATING	$25,000
AMERICAN CANCER SOCIETY INC CHARLOTTE, NC	GENERAL OPERATING	$30,000
CHILDRENS CANCER PARTNERS OF THE SPARTANBURG, SC	GENERAL OPERATING	$25,000
United Way of Forsyth County - NC WinstonSalem, NC	GENERAL SUPPORT	$25,000
DREAM CENTER OF FORSYTH COUNTY CLEMMONS, NC	GENERAL OPERATING	$30,000
THE COMMON THREAD FOR THE CURE FOUNDATIO LEXINGTON, NC	GENERAL OPERATING	$25,000
CHILDRENS HOME SOCIETY OF NORTH CAROLINA GREENSBORO, NC	GENERAL OPERATING	$25,000
BAPTIST CHILDREN'S HOMES OF NORTH THOMASVILLE, NC	GENERAL OPERATING	$20,000
CROSSNORE COMMUNITIES FOR CHILDREN CROSSNORE, NC	GENERAL OPERATING	$25,000

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

Frequently Asked Questions

How do I apply for a grant from Heritage Home Group Char Tr-main?

**Grant Activity:** The trust made 15 grants in 2023, with recent recipients including: • Young Mens Christian Association of Catawba Valley (YMCACV): $55,000 (General Operating) • Withit Scholarship Foundation: $45,000 (General Operating) • Crossnore Communities for Children: $35,000 (General Operating) **Grant Types:** The trust primarily funds general operating and scholarship grants. The organization does not specify particular subject areas of focus, indicating a broad philanthropic scope.…

Where does Heritage Home Group Char Tr-main make 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.

What size grants does Heritage Home Group Char Tr-main award?

In 2024, Heritage Home Group Char Tr-main awarded 19 grants totaling $450K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Heritage Home Group Char Tr-main required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Heritage Home Group Char Tr-main reported a distributable amount of $524K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Heritage Home Group Char Tr-main's EIN?

Heritage Home Group Char Tr-main's EIN (Employer Identification Number) is 56-6047870. IRS Form 990 filing data is available on this page for 2020–2024.