Wm H & Clara L Herman Charitable Trust
Wm H & Clara L Herman Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $676K in total assets. In 2024, it awarded 1 grants totaling $32K. Net investment income was $64K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$676K
+4.6% YoY
Annual Giving
$32K
-2.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$32K
-2.4% YoY
About Wm H & Clara L Herman Charitable Trust
Based on IRS filings
Wm H & Clara L Herman Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $676K in total assets. In 2024, it awarded 1 grants totaling $32K. Net investment income was $64K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $676,311 | $646,629 | $671,725 |
| Revenue | $67,154 | $12,177 | $-20,346 |
| Expenses | $36,786 | $37,049 | $42,920 |
| Qualifying Distributions | $33,780 | $34,535 | $37,182 |
| Net Investment Income | $63,732 | $13,854 | $10,754 |
| Distributable Amount | $37,091 | $33,753 | $34,581 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $1,584 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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