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Heritage Home Group Char Tr-Main at a glance

· Private foundation

Heritage Home Group Char Tr-Main

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$450k
Granted FY2024still arriving
19
Grants FY2024still arriving
3
States reached
$30k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Philanthropy$845kHealth$675kEducation$470kHuman Services$343kPublic Safety & Disaster$275kHousing & Shelter$160kEmployment$150kFood & Nutrition$95kOther$0
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $5k
  • $10k–50k18 grants · $445k
$25,000
Median grant
3
States reached
$8.2M
Total assets
Largest grants
RecipientAmount
NORTH CAROLINA SCHOOL FOR THE DEAF AT$30,000
AMERICAN CANCER SOCIETY INC$30,000
SECOND HARVEST FOOD BANK OF$30,000
DREAM CENTER OF FORSYTH COUNTY$30,000
CHILDRENS CANCER PARTNERS OF THE$25,000
WITHIT SCHOLARSHIP FOUNDATION INC$25,000
United Way of Forsyth County - NC$25,000
COMMUNITIES IN SCHOOLS OF$25,000
CATAWBA COUNTY UNITED WAY INC$25,000
CROSSNORE COMMUNITIES FOR CHILDREN$25,000
CHILDRENS HOME SOCIETY OF NORTH CAROLINA$25,000
THE COMMON THREAD FOR THE CURE FOUNDATIO$25,000
CALDWELL COUNTY UNITED FUND$25,000
CITY WITH DWELLINGS A COMMUNITY FIRST$25,000
BOYS & GIRLS CLUBS OF GREATER HIGH POINT$20,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–24, $595k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%AMERICAN NATIONAL RED CROSS: $100k → 14%AMERICAN NATIONAL RED CROSS: $50k → 14%AMERICAN NATIONAL RED CROSS: $50k → 14%DRESS FOR SUCCESS WINSTON-SALEM: $25k → 15%AMERICAN NATIONAL RED CROSS: $50k → 14%BETHESDA CENTER FOR THE HOMELESS INC: $25k → 15%RISING HOPE FARMS INC: $10k → 12%DRESS FOR SUCCESS WINSTONSALEM: $25k → 15%YMCA OF CATAWBA VALLEY: $55k → 12%Dress for Success - Winston Salem: $25k → 15%YMCA OF CATAWBA VALLEY: $50k → 12%BETHESDA CENTER FOR THE HOMELESS INC: $25k → 15%DRESS FOR SUCCESS WINSTON-SALEM: $25k → 15%YMCA OF CATAWBA VALLEY: $50k → 12%BETHESDA CENTER FOR THE HOMELESS INC: $20k → 15%HEROES CENTER INC: $10k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NY
IN
PA
CA
VA
NC
SC
DC
OK
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

83%of every dollar goes to organizations it has funded before.
$2.6M · 21 repeat orgs$528k to everyone else

21 repeat relationships: 10 still active in FY2024, 11 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

21
18

Total granted

$2.6M
$323k

Median revenue growth · since first grant

+9%
+57%

Still filing today

76%
44%

New vs renewed · share of each year

In FY2024, 54% of grant dollars renewed an existing relationship; $205k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Human ServicesHealthPhilanthropyEducationYouth DevelopmentCivil RightsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CC
    CALDWELL COUNTY UNITED FUND INC
    7× · 2018–2024 · $290k · revenue +96%
  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    4× · 2018–2022 · $250k · revenue +9%
  • WS
    WITHIT SCHOLARSHIP FOUNDATION INC
    7× · 2018–2024 · $245k · revenue +7% · 80% of their budget

Funded once

  • TS
    THE SALVATION ARMY
    one grant, 2022 · $47k
  • WORLD CENTRAL KITCHEN INCgraduated
    one grant, 2018 · $25k · revenue ×34
  • TR
    TEAM RUBICON INC
    one grant, 2018 · $25k · revenue +10%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
United Way of Cleveland County Inc

The United Way of Cleveland County helps people by uniting resources and programs to responsibly meet the needs of our community.

Philanthropy
2
United Way of Coastal Carolina Inc

The united way of coastal carolina, inc. strives to meet the current and emerging human needs in craven, carteret, jones, and pamlico counties by mobilizing the resources of community organizations, agencies, recipients, and volunteers.

Philanthropy
3
Coastal Carolinas Health Alliance

Facilitate networking among hospitals

Health
4
Carolina Community Care Inc

The mission of hospice & community care is to give hope, comfort, and compassion to those that need it most. hospice & community care is a nonprofit healthcare organization providing hospice and palliative care to residents of york,…

—
5
United Way of Charlotte County Inc

Mobilizing the power of our community to break the cycle of poverty.

Philanthropy
6
Conway Hospital Community Services

Conway hospital community services provides outpatient health care services to horry county and the surrounding community in conjunction with conway hospital, inc., a non-profit acute care hospital system.

Health
7
Charlotte Family Housing

The mission of Charlotte Family Housing is to empower working families experiencing homelessness to achieve long-term self-sufficiency through shelter, housing, supportive services, and advocacy.

Human Services
8
Carolina Family Health Centers Inc

Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence...where patients come FIRST

—
9
Wnc Health Network Inc

WNC Health Network, Inc supports people and organizations to improve community health and wellbeing across Western North Carolina.

Health
10
Heart of Florida United Way Inc

The mission of heart of florida united way is to improve lives by mobilizing the caring power of our communities. this is accomplished by standing up for the health, education, and financial stability of every person in central florida.

Philanthropy
11
United Way of the Greater Triangle Inc

To eradicate poverty and to increase social mobility through the power of partnerships.

Philanthropy
12
Goodwill Industries of Central North Car

Goodwill industries of central north carolina, inc.'s mission is improving lives and enriching communities through the power of work

Employment
How this is measured
The grantee most central to the portfolio’s shape is Foundation for the Carolinas; the most unlike its peers is Lenny Peters Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

30 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 30 of the 50 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
30/30
Grantees still filing
17/30
Grew since first funded

Where the money sits, by cause and then by grantee

CALDWELL COUNTY UNITED FUND INC: $290,000 · OtherCALDWELL COUNTY UNITED FUND INCTHE SALVATION ARMY OF GREATER HIGH POINT: $145,000 · OtherTHE SALVATION ARMY OF GREATER HIGH POINTTHE COMMON THREAD FOR THE CURE: $100,000 · OtherTHE COMMON THREAD FOR THE CURESECOND HARVEST FOOD BANK OF: $90,000 · OtherSECOND HARVEST FOOD BANK OFSt Jude Children s Research Hospital: $70,000 · OtherSt Jude Children s Research HospitalUNITED WAY OF FORSYTH COUNTY INC: $55,000 · OtherBOYS AND GIRLS CLUBS OF GREATER: $47,000 · OtherTHE SALVATION ARMY: $46,500 · Other+17 more: $336,000 · Other+17 moreAmerican National Red Cross & Its Constituent Chapters and Branches: $250,000 · Human ServicesAmerican National Red C…YOUNG MEN'S CHRISTIAN ASSOCIATION OF CATAWBA VALLEY INC: $155,000 · Human ServicesYOUNG MEN'S CHRISTIAN A…Dress for Success Winston-Salem: $150,000 · Human ServicesDress for Success Winst…Bethesda Center for the Homesless Inc: $70,000 · Human ServicesBethesda Center for the…Children's Home Society of North Carolina Inc: $25,000 · Human Services+2 more: $30,000 · Human ServicesCATAWBA COUNTY UNITED WAY INC: $215,000 · PhilanthropyCATAWBA COUNTY UNITED …UNITED WAY OF GREATER HIGH POINT INC: $210,000 · PhilanthropyUNITED WAY OF GREATER …FOUNDATION FOR THE CAROLINAS: $130,000 · PhilanthropyFOUNDATION FOR THE CAR…UNITED WAY WORLDWIDE: $80,000 · PhilanthropyUNITED WAY WORLDWIDE+2 more: $25,000 · PhilanthropyAMERICAN CANCER SOCIETY INC: $180,000 · HealthAMERICAN CANCE…Safe Harbor of NC Inc: $65,000 · HealthSafe Harbor of…CROSSNORE COMMUNITIES FOR CHILDREN: $60,000 · HealthCROSSNORE COMM…CHILDRENS ADVOCACY AND PROTECTION CENTER OF CATAWB: $50,000 · HealthCHILDRENS ADVO…THE COMMON THREAD FOR THE CURE FOUNDATION: $45,000 · HealthTHE COMMON THR…HOSPITAL HOSPITALITY HOUSE OF WINSTON-SALEM: $25,000 · HealthHOSPITAL HOSPI…+1 more: $5,000 · HealthWITHIT SCHOLARSHIP FOUNDATION INC: $245,000 · EducationFOLDS OF HONOR FOUNDATION: $10,000 · EducationANTI-DEFAMATION LEAGUE: $66,000 · Civil RightsCHILDREN'S CANCER PARTNERS OF THE CAROLINAS INC: $25,000 · Youth DevelopmentBOYS & GIRLS CLUBS OF THE GREATER TRIAD Inc: $20,000 · Youth Development
Other$1,179,500Human Services$680,000Philanthropy$660,000Health$430,000Education$255,000Civil Rights$66,000Youth Development$45,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCALDWELL COUNTY UNITED FUND INC: $290,000 over 7y, 14% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $250,000 over 4y, 0.0% of budgetWITHIT SCHOLARSHIP FOUNDATION INC: $245,000 over 7y, 80% of budgetCATAWBA COUNTY UNITED WAY INC: $215,000 over 5y, 4.9% of budgetUNITED WAY OF GREATER HIGH POINT INC: $210,000 over 5y, 1.1% of budgetAMERICAN CANCER SOCIETY INC: $180,000 over 6y, 0.0% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF CATAWBA VALLEY INC: $155,000 over 3y, 0.5% of budgetDress for Success Winston-Salem: $150,000 over 6y, 21% of budgetFOUNDATION FOR THE CAROLINAS: $130,000 over 4y, 0.0% of budgetUNITED WAY WORLDWIDE: $80,000 over 1y, 0.1% of budgetBethesda Center for the Homesless Inc: $70,000 over 3y, 2.4% of budgetANTI-DEFAMATION LEAGUE: $66,000 over 2y, 0.1% of budgetSafe Harbor of NC Inc: $65,000 over 5y, 0.9% of budgetCROSSNORE COMMUNITIES FOR CHILDREN: $60,000 over 2y, 0.1% of budgetUNITED WAY OF FORSYTH COUNTY INC: $55,000 over 2y, 0.3% of budgetTHE COMMON THREAD FOR THE CURE FOUNDATION: $45,000 over 2y, 15% of budgetDREAM CENTER OF FORSYTH COUNTY: $30,000 over 1y, 2.9% of budgetCHILDREN'S CANCER PARTNERS OF THE CAROLINAS INC: $25,000 over 1y, 0.9% of budgetWORLD CENTRAL KITCHEN INC: $25,000 over 1y, 0.3% of budgetTEAM RUBICON INC: $25,000 over 1y, 0.1% of budgetHOSPITAL HOSPITALITY HOUSE OF WINSTON-SALEM: $25,000 over 1y, 1.6% of budgetChildren's Home Society of North Carolina Inc: $25,000 over 1y, 0.1% of budgetBOYS & GIRLS CLUBS OF THE GREATER TRIAD Inc: $20,000 over 1y, 0.4% of budgetHeroes Center Inc: $20,000 over 2y, 14% of budgetSaving Grace K9s: $15,000 over 1y, 5.5% of budgetRising Hope Farms Inc: $10,000 over 1y, 14% of budgetLENNY PETERS FOUNDATION INC: $10,000 over 1y, 4.2% of budgetFOLDS OF HONOR FOUNDATION: $10,000 over 1y, 0.0% of budgetTHE PASTORS PANTRY TARGETING SENIOR HUNGER: $5,000 over 1y, 0.9% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Cannon Foundation…Duke Energy FoundationGeorge Foundation IncTruist Foundation IncFoundation for the Ca…Reynolds American Fou…North Carolina Commun…Publix Super Markets …Ta John W and Anna H …The Winston-Salem Fou…Underdown Family Foun…Cameron Charitable Tr…
The Cannon Foundation IncNC23.4× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Cannon Foundation Inc · Duke Energy Foundation · George Foundation Inc · Truist Foundation Inc · Foundation for the Carolinas · Reynolds American Foundation · North Carolina Community Foundation · Publix Super Markets Charities Inc · Ta John W and Anna H Hanes Foundation · The Winston-Salem Foundation · Underdown Family Foundation · Cameron Charitable Trust

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Heritage Home Group Char Tr-Main funds: left to right is the share of its income from government, bottom to top the share from Heritage Home Group Char Tr-Main. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%23%51%90%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 50 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Heritage Home Group Char Tr-Main’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home