Tua Creda Heppe FBO Catherine
Tua Creda Heppe FBO Catherine is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $301K in total assets. In 2025, it awarded 11 grants totaling $180K. Net investment income was $82K.
Key facts about Tua Creda Heppe FBO Catherine
- EIN
- 30-6228352
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $179,740
- Grants made (2025)
- 11
- Average grant
- $16,340
- Median grant
- $17,974
- New grantees (estimate)
- 0% first-time grantees (0 of 11, 2025)
- Total assets
- $300,726
- Primary geography
- Ohio (60% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Tua Creda Heppe FBO Catherine funds
By grant dollars, the top recipient states for Tua Creda Heppe FBO Catherine's 11 itemized 2025 grants were Ohio (60%), Pennsylvania (20%) and Rhode Island (10%). The most frequent recipient cities were Cleveland, OH (4 grants). 100% of grants with a stated purpose were for general or operating support.
Is Tua Creda Heppe FBO Catherine open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 11 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 884% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Tua Creda Heppe FBO Catherine
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$301K
-29.7% YoY
Annual Giving
$180K
+6.2% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$16K
+6.2% YoY
Under IRS private-foundation payout rules, Tua Creda Heppe FBO Catherine reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
About Tua Creda Heppe FBO Catherine
Based on IRS filings
Tua Creda Heppe FBO Catherine is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $301K in total assets. In 2025, it awarded 11 grants totaling $180K. Net investment income was $82K.
Focus Areas
Ready to take the next step with Tua Creda Heppe FBO Catherine?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $300,726 | $427,717 | $531,230 |
| Revenue | $86,691 | $30,012 | $8,371 |
| Expenses | $188,036 | $178,851 | $169,494 |
| Qualifying Distributions | $182,776 | $172,974 | $157,467 |
| Net Investment Income | $81,743 | $21,456 | $8,444 |
| Distributable Amount | $20,680 | $27,295 | $30,864 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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 2025
Grant Size Distribution
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include American Bible Society ($17,974), Muscular Dystrophy Association ($17,974), Good Shepherd Home ($17,974).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN BIBLE SOCIETY Philadelphia, PA | UNRESTRICTED GENERAL | $17,974 |
| MUSCULAR DYSTROPHY ASSOCIATION Providence, RI | UNRESTRICTED GENERAL | $17,974 |
| GOOD SHEPHERD HOME Allentown, PA | UNRESTRICTED GENERAL | $17,974 |
| HIRAM HOUSE CAMP Chagrin Falls, OH | UNRESTRICTED GENERAL | $17,974 |
| LUTHERAN CHILDREN'S AID AND Cleveland, OH | UNRESTRICTED GENERAL | $17,974 |
| CLEVELAND SOCIETY FOR THE BLIND Cleveland, OH | UNRESTRICTED GENERAL | $17,974 |
| ACHIEVEMENT CENTER FOR CHILDREN Highland HLS, OH | UNRESTRICTED GENERAL | $17,974 |
| CHAPLAIN PARTNERSHIP North Olmsted, OH | UNRESTRICTED GENERAL | $17,974 |
| AMERICAN RED CROSS Washington, DC | UNRESTRICTED GENERAL | $17,974 |
| YOUNG MEN'S CHRISTIAN Cleveland, OH | UNRESTRICTED GENERAL | $8,987 |
Leadership & Key People
Officers and directors from IRS filings
Tua Creda Heppe FBO Catherine's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$12K (2022) → $6K (2025)
Former officers (1)
- Former: Bank Of America Trustee (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tua Creda Heppe FBO Catherine?
Tua Creda Heppe FBO Catherine is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $301K in total assets as of 2025.
How large is Tua Creda Heppe FBO Catherine?
As of 2025, Tua Creda Heppe FBO Catherine holds $301K in total assets with $87K in annual revenue. It awarded 11 grants totaling $180K in 2025.
Where does Tua Creda Heppe FBO Catherine operate?
Tua Creda Heppe FBO Catherine has awarded grants in District of Columbia, Illinois, Ohio, Pennsylvania, Rhode Island.
What size grants does Tua Creda Heppe FBO Catherine award?
In 2025, Tua Creda Heppe FBO Catherine awarded 11 grants totaling $180K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Tua Creda Heppe FBO Catherine required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Tua Creda Heppe FBO Catherine reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tua Creda Heppe FBO Catherine's EIN?
Tua Creda Heppe FBO Catherine's EIN (Employer Identification Number) is 30-6228352. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.