HERITAGE HOME GROUP CHARITABLE TRUST
https://N/ATotal Given 2018–2024
$2.8M
97 grants · $404K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $20K–$30K
grant size
34%
supporter · 19/56 multi-year
repeat
$11.8M
Assets · 2021
56
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8887304933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $459K | $9.0M | $959K | 20 |
| 2020 | $470K | $10.9M | $506K | 15 |
| 2021 | $440K | $11.8M | $1.0M | 11 |
| 2022 | $552K | $9.4M | $486K | 16 |
| 2023 | $460K | $10.0M | $336K | 16 |
| 2024 | $450K | $10.7M | $307K | 19 |
Grant Size Distribution
Based on 97 grants on record
Minimum
$5K
25th Pctl
$20K
Median
$25K
Average
$29K
75th Pctl
$30K
Maximum
$125K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | $106K |
| Wells Fargo Bank NA | TRUSTEE | $69K |
Grants Awarded (97 total)
| Purpose | ||||
|---|---|---|---|---|
| THE SALVATION ARMY OF GREATER HIGH POINT | HIGH POINT, NC | $125,000 | SCHOLARSHIP | 2021 |
| AMERICAN NATIONAL RED CROSS | Washington, DC | $100,000 | GENERAL OPERATING | 2018 |
| UNITED WAY WORLDWIDE | ALEXANDRIA, VA | $80,000 | GENERAL OPERATING | 2022 |
| CALDWELL COUNTY UNITED FUND | LENOIR, NC | $55,000 | GENERAL OPERATING | 2022 |
| CALDWELL COUNTY UNITED FUND | LENOIR, NC | $55,000 | GENERAL SUPPORT | 2021 |
| CATAWBA COUNTY UNITED WAY INC | Hickory, NC | $55,000 | SCHOLARSHIP | 2020 |
| YMCA OF CATAWBA VALLEY | HICKORY, NC | $55,000 | GENERAL OPERATING | 2023 |
| UNITED WAY OF CALDWELL COUNTY | Lenoir, NC | $55,000 | GENERAL OPERATING | 2020 |
| UNITED WAY OF GREATER HIGH POINT INC | High Point, NC | $55,000 | GENERAL OPERATING | 2020 |
| CATAWBA COUNTY UNITED WAY INC | HICKORY, NC | $55,000 | GENERAL OPERATING | 2022 |
| AMERICAN NATIONAL RED CROSS | Washington, DC | $50,000 | GENERAL OPERATING | 2020 |
| UNITED WAY OF GREATER HIGH POINT INC | HIGH POINT, NC | $50,000 | GENERAL OPERATING | 2021 |
| AMERICAN NATIONAL RED CROSS | WASHINGTON, DC | $50,000 | GENERAL OPERATING | 2022 |
| YMCA OF CATAWBA VALLEY | HICKORY, NC | $50,000 | GENERAL OPERATING | 2022 |
| FOUNDATION FOR THE CAROLINAS | Charlotte, NC | $50,000 | GENERAL OPERATING | 2020 |
| YMCA OF CATAWBA VALLEY | HICKORY, NC | $50,000 | GENERAL OPERATING | 2021 |
| THE SALVATION ARMY | ALEXANDRIA, VA | $46,500 | GENERAL OPERATING | 2022 |
| WITHIT SCHOLARSHIP FOUNDATION INC | HIGH POINT, NC | $45,000 | GENERAL OPERATING | 2022 |
| WITHIT SCHOLARSHIP FOUNDATION INC | HIGH POINT, NC | $45,000 | GENERAL OPERATING | 2023 |
| WITHIT SCHOLARSHIP FOUNDATION INC | HIGH POINT, NC | $40,000 | GENERAL OPERATING | 2021 |
| ANTI-DEFAMATION LEAGUE | NEW YORK, NY | $36,000 | GENERAL OPERATING | 2018 |
| ST JUDE CHILDREN S RESEARCH HOSPITAL | Charlotte, NC | $35,000 | SCHOLARSHIP | 2020 |
| CROSSNORE COMMUNITIES FOR CHILDREN | CROSSNORE, NC | $35,000 | GENERAL OPERATING | 2023 |
| UNITED WAY OF GREATER HIGH POINT INC | HIGH POINT, NC | $30,000 | GENERAL OPERATING | 2023 |
| AMERICAN CANCER SOCIETY INC | CHARLOTTE, NC | $30,000 | GENERAL OPERATING | 2024 |