Heritage Home Group Char Tr-Main
Heritage Home Group Char Tr-Main is a private foundation based in Saint Louis, Missouri. Its 2024 filing shows grants to charitable organizations, with most grant dollars going to North Carolina recipients.
Heritage Home Group Char Tr-Main at a glance
In short: Heritage Home Group Char Tr-Main gave $450K across 19 grants in 2024 (avg $24K), mostly in North Carolina. 47% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $450,000
- -2.2% vs 2023
- Grants made (2024)
- 19
- +18.8% vs 2023
- Average grant
- $23,684
- -17.6% vs 2023
- Median grant
- $25,000
- Total assets
- $8,215,920
- -3.0% vs 2023
- New grantees (estimate)
- 47% first-time grantees (9 of 19, 2024; small sample)
- Primary geography
- North Carolina (89% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Heritage Home Group Char Tr-Main
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: PO Box 505 Mac H0006-092, Saint Louis, MO 63166
Phone: (888) 730-4933
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Heritage Home Group Char Tr-Main
Who Heritage Home Group Char Tr-Main funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was American Cancer Society Inc ($30K). Together the top 10 received $270K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 62 grants of 77 (81%).
Geographic Focus
Where this funder awards grants
In 2024, reported grant dollars went primarily to North Carolina (89%); South Carolina and Pennsylvania each accounted for 6%. These are the recipient-state shares reported for that year.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
Cities
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. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. 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 grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $440K (2021) to $552K (2022). In 2024 it made 19 grants totaling $450K.
Grants by year
Grant recipients and amounts by year
| 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 Winston-Salem, NC | General Operating | $30,000 |
| City with Dwellings a Community First Winston-Salem, NC | General Operating | $25,000 |
| The Childrens Cancer Partners of Spartanburg, SC | General Operating | $25,000 |
| United Way of Forsyth County - NC Winston-Salem, 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,215,920 | $307,139 | $573,309 | $450,000 | 19 | $478,054 | $185,371 | $523,621 |
| 2023 | $8,472,439 | $335,547 | $571,894 | $460,000 | 16 | $486,728 | $239,101 | $477,854 |
| 2022 | $8,741,877 | $486,057 | $679,423 | $551,500 | 16 | $578,889 | $402,314 | $504,495 |
| 2021 | $8,942,621 | $1,013,888 | $541,887 | $440,000 | 11 | $464,919 | $939,064 | $563,609 |
| 2020 | $8,478,720 | $505,692 | $571,709 | $470,000 | 15 | — | $443,056 | $484,897 |
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 September 2026.
Mission & Focus Areas
The available program description does not state a complete mission statement. It identifies financial mobility, housing access and affordability, and small business growth as strategic funding priorities, and also names arts, education, health, and human services.
The grantees’ own descriptions illustrate the kinds of organizations receiving support. For example, Second Harvest Food Bank describes its work as addressing hunger through food distribution and community education. Crossnore Communities for Children says it champions the well-being of children and families, while Children’s Cancer Partners of the Carolinas describes providing resources, community, and compassion to children with cancer and their families.
Grantmaking
In 2024, the foundation reported 19 grants totaling $450,000. Grants ranged from $5,000 to $30,000, with a median of $25,000. Listed awards included $30,000 each to American Cancer Society Inc., Dream Center of Forsyth County, North Carolina School for the Deaf, and Second Harvest Food Bank of; and $25,000 each to City With Dwellings, Children’s Cancer Partners of the Carolinas, United Way of Forsyth County, The Common Thread for the Cure Foundation, Children’s Home Society of North Carolina, Crossnore Communities for Children, Catawba County United Way, and WITHIT Scholarship Foundation. The listed purposes were generally operating support or general support.
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank N.A. is listed as trustee on the 2024 filing.
Heritage Home Group Char Tr-Main's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$68K (2020) → $106K (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
The highest reported compensation on the 2024 filing was $106K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Heritage Home Group Char Tr-Main
How much does Heritage Home Group Char Tr-Main give each year?
Heritage Home Group Char Tr-Main gave $450K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $460K across 16 grants.
What is Heritage Home Group Char Tr-Main's typical grant size?
Heritage Home Group Char Tr-Main's median grant in 2024 was $25,000, and its average grant was $23,684, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Heritage Home Group Char Tr-Main that year got $23K on average.
Where does Heritage Home Group Char Tr-Main give grants?
Heritage Home Group Char Tr-Main gives mostly in North Carolina: 89% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were 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).
Does Heritage Home Group Char Tr-Main give general operating support?
Yes: 100% of Heritage Home Group Char Tr-Main's 2024 grants with a stated purpose (19 of 19) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Heritage Home Group Char Tr-Main's largest grantees?
Heritage Home Group Char Tr-Main's largest 2024 grantees include American Cancer Society Inc ($30,000), Dream Center of Forsyth County ($30,000) and North Carolina School for the Deaf at ($30,000), according to its 2024 IRS Form 990-PF. Together they received 20% of its itemized 2024 grant dollars.
How large is Heritage Home Group Char Tr-Main?
Heritage Home Group Char Tr-Main reported $8.2M in total assets on its 2024 IRS Form 990-PF. It paid out $478K in qualifying distributions that year, against a required minimum of $524K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Heritage Home Group Char Tr-Main fund?
The available program description does not state a complete mission statement. It identifies financial mobility, housing access and affordability, and small business growth as strategic funding priorities, and also names arts, education, health, and human services. See mission & focus areas ↑
How do I apply for a grant from Heritage Home Group Char Tr-Main?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Heritage Home Group Char Tr-Main accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Heritage Home Group Char Tr-Main funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/heritage-home-group-char-tr-main-morg_406c22cf3a204d53a3b6c91c7dd7a44f
BibTeX
@misc{grantable_566047870_2026,
author = {{Grantable}},
title = {{Heritage Home Group Char Tr-Main funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/heritage-home-group-char-tr-main-morg_406c22cf3a204d53a3b6c91c7dd7a44f},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Heritage Home Group Char Tr-Main'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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