Born Helen S Endowment Fund
Born Helen S Endowment Fund is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 4 grants totaling $40K. Net investment income was $50K.
Key facts about Born Helen S Endowment Fund
In short: Born Helen S Endowment Fund gave $40K across 4 grants in 2025 (avg $10K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 47-1726851
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $40,000
- Grants made (2025)
- 4
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $1,525,738
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
+0.4% YoY
Annual Giving
$40K
-53.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$10K
-53.8% YoY
Under IRS private-foundation payout rules, Born Helen S Endowment Fund reported a distributable amount of $92K for 2025 — the minimum it must pay out in qualifying distributions.
How Born Helen S Endowment Fund gives
- Giving fell 61% from 2022 to 2025. Method
- In 2025 it paid out 48% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $40K (2025) to $102K (2023). In 2025 it made 4 grants totaling $40K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Waterfront Rescue Mission Inc ($10K). Together the top 4 received $40K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waterfront Rescue Mission Inc Pensacola, FL | General Operating | $10,000 |
| Council on Aging of West Florida Pensacola, FL | General Operating | $10,000 |
| Covenant Hospice Pensacola, FL | General Operating | $10,000 |
| Humane Society of Pensacola Inc Pensacola, FL | General Operating | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,525,738 | $1,520,007 | $1,555,079 |
| Revenue | $76,028 | $80,149 | $76,126 |
| Expenses | $70,679 | $115,802 | $128,891 |
| Qualifying Distributions | $43,954 | $90,275 | $105,597 |
| Net Investment Income | $50,145 | $55,697 | $50,844 |
| Distributable Amount | $92,022 | $87,141 | $82,412 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Born Helen S Endowment Fund's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$27K (2019) → $28K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $28K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Born Helen S Endowment Fund
How much does Born Helen S Endowment Fund give each year?
Born Helen S Endowment Fund gave $40K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $87K across 4 grants.
What is Born Helen S Endowment Fund's typical grant size?
Born Helen S Endowment Fund's median grant in 2025 was $10,000, and its average grant was $10,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Born Helen S Endowment Fund give grants?
Born Helen S Endowment Fund gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pensacola, FL (4 grants).
Does Born Helen S Endowment Fund give general operating support?
Yes: 100% of Born Helen S Endowment Fund's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Born Helen S Endowment Fund?
Born Helen S Endowment Fund reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $92K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Born Helen S Endowment Fund's EIN?
Born Helen S Endowment Fund's EIN (Employer Identification Number) is 47-1726851. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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