Burr Helen Trust Ua
Burr Helen Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $610K in total assets. In 2024, it awarded 4 grants totaling $30K. Net investment income was $55K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$610K
+3.4% YoY
Annual Giving
$30K
+36.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$8K
+36.8% YoY
Under IRS private-foundation payout rules, Burr Helen Trust Ua reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Burr Helen Trust Ua
Based on IRS filings
Burr Helen Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $610K in total assets. In 2024, it awarded 4 grants totaling $30K. Net investment income was $55K.
Ready to take the next step with Burr Helen Trust Ua?
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 | $609,575 | $589,710 | $603,095 |
| Revenue | $63,195 | $19,978 | $-13,795 |
| Expenses | $42,693 | $33,141 | $48,535 |
| Qualifying Distributions | $34,578 | $26,125 | $38,284 |
| Net Investment Income | $54,851 | $11,060 | $5,179 |
| Distributable Amount | $34,741 | $31,799 | $32,703 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Treas South Cong Ch ($7,524), Wellesley College ($7,524), Middlesex United Way Inc ($7,524).
| Recipient | Purpose | Amount |
|---|---|---|
| TREAS SOUTH CONG CH MIDDLETOWN, CT | GENERAL USE | $7,524 |
| WELLESLEY COLLEGE WELLESLEY, MA | FOR SCHOLARSHIP ASSISTANCE | $7,524 |
| MIDDLESEX UNITED WAY INC MIDDLETOWN, CT | UNRESTRICTED GENERAL | $7,524 |
| CONNECTICUT CHILDRENS MEDICAL CENTER HARTFORD, CT | UNRESTRICTED GENERAL | $7,524 |
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 | $9,956 |
Frequently Asked Questions
How large is Burr Helen Trust Ua?
As of 2024, Burr Helen Trust Ua holds $610K in total assets with $63K in annual revenue. It awarded 4 grants totaling $30K in 2024.
Where does Burr Helen Trust Ua operate?
Burr Helen Trust Ua has awarded grants in Connecticut, Massachusetts.
What size grants does Burr Helen Trust Ua award?
In 2024, Burr Helen Trust Ua awarded 4 grants totaling $30K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Burr Helen Trust Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Burr Helen Trust Ua reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Burr Helen Trust Ua's EIN?
Burr Helen Trust Ua's EIN (Employer Identification Number) is 06-6027507. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Burr Helen Trust Ua's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Aetna Foundation Inc
HARTFORD, CT
Assets
$16.6M
Grants
65
Total Given
$7.2M
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
The Cigna Group Foundation
PHILADELPHIA, PA
Assets
$127.2M
Grants
4,075
Total Given
$14.1M
The Ellen Jeanne Goldfarb Memorial
FARMINGTON, CT
Assets
$1.8M
Grants
51
Total Given
$315K
Amica Companies Foundation
LINCOLN, RI
Assets
$43.8M
Grants
1,288
Total Given
$4.2M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Ibm International Foundation
ARMONK, NY
Assets
$357.7M
Grants
16
Total Given
$11.7M
Bristol-myers Squibb Foundation Inc
PRINCETON, NJ
Assets
$83.3M
Grants
144
Total Given
$67.7M
Viking Global Foundation Inc
STAMFORD, CT
Assets
$7.1M
Grants
423
Total Given
$3.6M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Citizens Charitable Foundation
JOHNSTON, RI
Assets
$1.6M
Grants
1,602
Total Given
$1.2M
Ge Aerospace Foundation
NORWALK, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Burr Helen Trust Ua on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Burr Helen Trust Ua to a real strategy.