Heris Charitable Trust Uw 1045244010
- Assets
- $1.1m
- Revenue
- $219.9k
- Investments
- $1.0m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 12/1970
- Data as of
- 12/2021
- EIN
- 06-6118519
Organization Overview
Heris Charitable Trust Uw 1045244010 is located in Dallas, TX. The organization was established in 1970. According to its NTEE Classification (T01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2021, Heris Charitable Trust Uw 1045244010 generated $219.9k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 56.1% each year . All expenses for the organization totaled $71.1k during the year ending 12/2021. While expenses have increased by 10.0% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $21,097 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $198,806 |
| Capital Gain Net Income | $198,806 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $219,903 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $14,548 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,138 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $572 |
| Total operating and administrative expenses | $22,582 |
| Contributions, gifts, grants paid | $48,545 |
| Total expenses and disbursements | $71,127 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $53,116 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,093,453 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Heris Charitable Trust Uw 1045244010 has awarded $48,545 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
ST BARBARA'S GREEK ORTHODOX ENDOWMENT PURPOSE: UNRESTRICTED GENERAL | $28,717 |
COMMUNITY FDN OF GREATER NEW HAVEN PURPOSE: UNRESTRICTED GENERAL | $9,589 |
HOLY CROSS SCHOOL OF THEOLOGY PURPOSE: UNRESTRICTED GENERAL | $9,589 |
CONSULATE GENERAL OF GREECE - NY PURPOSE: UNRESTRICTED GENERAL | $400 |
YALE NEW HAVEN HOSPITAL PURPOSE: UNRESTRICTED GENERAL | $200 |
NEW HAVEN CHAPTER OF AHEPA PURPOSE: UNRESTRICTED GENERAL | $50 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
22kill Farmers Branch, TX | $1,558,153 | $3,089,159 |
Ron And Carole Woods Foundation Porter, OK | $12,892,884 | $1,008,221 |
Alice L Stoskopf Tr Dallas, TX | $6,639,201 | $1,332,643 |
Elizabeth A Straut Trust Dallas, TX | $4,890,072 | $983,901 |
Make It Matter Foundation Dallas, TX | $1,095,378 | $4,280 |
Hyslop Shannon Foundation New Orleans, LA | $3,592,210 | $283,246 |
Bertha Spaeti Smith Dallas, TX | $3,511,045 | $728,820 |
John W Parmelee Trust Dallas, TX | $3,527,836 | $711,953 |
Tuw Alban B & Edna B Nixonfund Dallas, TX | $2,587,724 | $508,901 |
Tuw Eleanor Hills Charitable Tr Dallas, TX | $2,309,861 | $455,621 |
Emil Kirchheimer Trust 32 48219 2 Dallas, TX | $2,096,173 | $407,715 |
Tuw Raymond I Caspers Dallas, TX | $1,632,391 | $325,201 |