Hohenberg Charity Trust

MEMPHIS, TN EIN: 62-6036168

Hohenberg Charity Trust is a private foundation, based in MEMPHIS, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 11 grants totaling $217K. Net investment income was $170K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

-2.3% YoY

Annual Giving

$217K

+54.6% YoY

Grant Count

+22.2% YoY

Avg Grant Size

$20K

+26.5% YoY

Under IRS private-foundation payout rules, Hohenberg Charity Trust reported a distributable amount of $125K for 2024 — the minimum it must pay out in qualifying distributions.

About Hohenberg Charity Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $900K (100%)

States

Tennessee

Cities

Memphis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,938,141	$1,983,025	$2,089,706
Revenue	$183,187	$54,475	$129,613
Expenses	$231,664	$161,156	$239,419
Qualifying Distributions	$216,500	$140,000	$218,000
Net Investment Income	$170,391	$38,919	$113,794
Distributable Amount	$125,172	$113,830	$119,602

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

53 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Memphis Jewish Federation ($56,500), University of Memphis Foundation ($50,000), New Ballet Ensemble School ($25,000).

Recipient	Purpose	Amount
MID SOUTH FOOD BANK MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE MID SOUTH FOOD BANK	$10,000
CHRISTIAN BROTHERS UNIVERSITY MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF CHRISTIAN BROTHERS UNIVERSITY	$10,000
REGIONAL ONE FOUNDATION MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE REGIONAL ONE FOUNDATION	$10,000
MEMPHIS JEWISH FEDERATION MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE MEMPHIS JEWISH FOUNDATIONS	$56,500
NEW BALLET ENSEMBLE SCHOOL MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF NEW BALLET ENSEMBLE SCHOOL	$25,000
CHURCH HEALTH CENTER MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE CHURCH HEALTH CENTER	$5,000
PRIZM ENSEMBLE MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE PRIZM ENSEMBLE	$10,000
MIFA MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE MIFA	$10,000
SOULSVILLE FOUNDATION MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE SOULSVILLE FOUNDATION	$10,000
UNIVERSITY OF MEMPHIS FOUNDATION MEMPHIS, TN	SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATIONS	$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ADAM HOHENBERG	TRUSTEE AS NEEDED	—	—
E ELKAN SCHEIDT	TRUSTEE AS NEEDED	—	—
SUSAN ARNEY	TRUSTEE AS NEEDED	—	—
HELEN GRONAUER	TRUSTEE AS NEEDED	—	—
JULIET HOHENBERG WISCHMEYER	TRUSTEE AS NEEDED	—	—

Frequently Asked Questions

How large is Hohenberg Charity Trust?

As of 2024, Hohenberg Charity Trust holds $1.9M in total assets with $183K in annual revenue. It awarded 11 grants totaling $217K in 2024.

Where does Hohenberg Charity Trust operate?

Hohenberg Charity Trust has awarded grants in Tennessee.

What size grants does Hohenberg Charity Trust award?

In 2024, Hohenberg Charity Trust awarded 11 grants totaling $217K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Hohenberg Charity Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hohenberg Charity Trust reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.