Dickinson Helen F Est Tr

Private foundation · Grantmaker Dallas, TX EIN: 06-6137091

Dickinson Helen F Est Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $301K in total assets. In 2025, it awarded 1 grant totaling $14K. Net investment income was $25K.

Key facts about Dickinson Helen F Est Tr

In short: Dickinson Helen F Est Tr gave $14K across 1 grant in 2025 (avg $14K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6137091
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$14,285
Grants made (2025)
1
Average grant
$14,285
Median grant
$14,285
Total assets
$300,678
Primary geography
Connecticut (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

$301K

+1.9% YoY

Annual Giving

$14K

+6.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$14K

+6.1% YoY

Under IRS private-foundation payout rules, Dickinson Helen F Est Tr reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

How Dickinson Helen F Est Tr gives

  • Giving held roughly steady from 2022 to 2025 (−13%). Method
  • In 2025 it paid out 95% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

East Haddam

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $12K (2023) to $16K (2022). In 2025 it made 1 grant totaling $14K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

St Stephen's Episcopal Church: $14KSt Stephen's Episcopal Church$14K

The largest 2025 recipient was St Stephen's Episcopal Church ($14K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Stephen's Episcopal Church East Haddam, CTUnrestricted General$14,285

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$300,678$295,010$295,736
Revenue$29,321$10,169$-3,593
Expenses$21,368$20,596$19,668
Qualifying Distributions$16,828$16,537$14,555
Net Investment Income$24,751$5,326$2,804
Distributable Amount$17,650$16,475$15,506

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Dickinson Helen F Est Tr's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $5K (2021) → $5K (2025)

Data from IRS Form 990 filings, 2021–2025. "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

Bank of America — Trustee: $5KBank of AmericaTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to Bank of America (Trustee).

Frequently asked questions about Dickinson Helen F Est Tr

How much does Dickinson Helen F Est Tr give each year?

Dickinson Helen F Est Tr gave $14K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 1 grant.

How large is Dickinson Helen F Est Tr?

Dickinson Helen F Est Tr reported $301K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $18K (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.

Where does Dickinson Helen F Est Tr operate?

Dickinson Helen F Est Tr has awarded grants in Connecticut.

What is Dickinson Helen F Est Tr's EIN?

Dickinson Helen F Est Tr's EIN (Employer Identification Number) is 06-6137091. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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