Burr Helen Trust UA
Burr Helen Trust UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $632K in total assets. In 2025, it awarded 4 grants totaling $32K. Net investment income was $60K.
Burr Helen Trust UA at a glance
In short: Burr Helen Trust UA gave $32K across 4 grants in 2025 (avg $8K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,884
- +5.9% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $7,971
- +5.9% vs 2024
- Median grant
- $7,971
- Total assets
- $631,739
- +3.6% vs 2024
- Primary geography
- Connecticut (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Burr Helen Trust UA funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was South Congregational Church ($8K). Together the top 4 received $32K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Burr Helen Trust UA gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 100% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $22K (2023) to $34K (2022). In 2025 it made 4 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| South Congregational Church Middletown, CT | Unrestricted General | $7,971 |
| Wellesley College Wellesley, MA | Scholarships | $7,971 |
| Middlesex United Way Inc Middletown, CT | Unrestricted General | $7,971 |
| Connecticut Children's Medical Ctr -CMCC Hartford, CT | Unrestricted General | $7,971 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $631,739 | $67,781 | $45,810 | $31,884 | 4 | $36,638 | $59,611 | $36,788 |
| 2024 | $609,575 | $63,195 | $42,693 | $30,096 | 4 | $34,578 | $54,851 | $34,741 |
| 2023 | $589,710 | $19,978 | $33,141 | $21,992 | 4 | $26,125 | $11,060 | $31,799 |
| 2022 | $603,095 | $-13,795 | $48,535 | $33,984 | 4 | $38,284 | $5,179 | $32,703 |
| 2021 | $665,406 | $138,864 | $43,469 | $29,752 | 4 | $34,605 | $129,963 | $36,694 |
| 2020 | $565,295 | $53,447 | $41,575 | $29,904 | 4 | — | $46,605 | $31,238 |
| 2019 | $556,363 | $38,613 | $34,274 | $23,732 | 4 | — | $33,437 | $30,512 |
Under IRS private-foundation payout rules, Burr Helen Trust UA reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burr Helen Trust UA's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$9K (2019) → $11K (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 $11K, to Bank of America (Trustee).
Frequently asked questions about Burr Helen Trust UA
How much does Burr Helen Trust UA give each year?
Burr Helen Trust UA gave $32K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 4 grants.
What is Burr Helen Trust UA's typical grant size?
Burr Helen Trust UA's median grant in 2025 was $7,971, and its average grant was $7,971, across 4 grants on its 2025 IRS Form 990-PF.
Where does Burr Helen Trust UA give grants?
Burr Helen Trust UA gives mostly in Connecticut: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (25%). The most frequent recipient cities were Middletown, CT (2 grants).
Does Burr Helen Trust UA give general operating support?
Yes: 75% of Burr Helen Trust UA's 2025 grants with a stated purpose (3 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Burr Helen Trust UA?
Burr Helen Trust UA reported $632K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $37K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
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