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.
Key facts about Heritage Home Group Char Tr-Main
- EIN
- 56-6047870
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $450,000
- Grants made (2024)
- 19
- Average grant
- $23,684
- Median grant
- $25,000
- New grantees (estimate)
- 47% first-time grantees (9 of 19, 2024)
- Total assets
- $8,215,920
- Primary geography
- North Carolina (89% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated June 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Heritage Home Group Char Tr-Main funds
By grant dollars, the top recipient states for Heritage Home Group Char Tr-Main's 19 itemized 2024 grants were North Carolina (89%), South Carolina (6%) and Pennsylvania (6%). The most frequent recipient cities were Winston Salem, NC (4 grants), High Point, NC (2 grants) and Hickory, NC (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Heritage Home Group Char Tr-Main open to new grantees?
47%
first-time grantees, 2024
In 2024, 9 of 19 grantees (47%) were first-time recipients. First grants averaged $23K; repeat grants $25K. How we count
Medians: $25K first-time, $25K repeat.
- 42% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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
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.
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
Share of all 19 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients 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 |
|---|---|---|
| AMERICAN CANCER SOCIETY INC CHARLOTTE, NC | GENERAL OPERATING | $30,000 |
| DREAM CENTER OF FORSYTH COUNTY CLEMMONS, NC | GENERAL OPERATING | $30,000 |
| NORTH CAROLINA SCHOOL FOR THE DEAF AT MORGANTON, NC | GENERAL OPERATING | $30,000 |
| SECOND HARVEST FOOD BANK OF WINSTONSALEM, NC | GENERAL OPERATING | $30,000 |
| CITY WITH DWELLINGS A COMMUNITY FIRST WINSTON SALEM, NC | GENERAL OPERATING | $25,000 |
| CHILDRENS CANCER PARTNERS OF THE SPARTANBURG, SC | GENERAL OPERATING | $25,000 |
| United Way of Forsyth County - NC WinstonSalem, NC | GENERAL SUPPORT | $25,000 |
| 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 |
| 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 IRS 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.
Explore Open Grants
Browse active grant opportunities in Heritage Home Group Char Tr-Main's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.