Helen B IMM Scholarship Tr FBO WSU WN1558

Private foundation · Grantmaker Winona, MN EIN: 41-6421698

Helen B IMM Scholarship Tr FBO WSU WN1558 is a private foundation focused on Education, based in Winona, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $141K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $12K.

Key facts about Helen B IMM Scholarship Tr FBO WSU WN1558

In short: Helen B IMM Scholarship Tr FBO WSU WN1558 gave $8K across 1 grant in 2025 (avg $8K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.

EIN
41-6421698
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$8,435
Grants made (2025)
1
Average grant
$8,435
Median grant
$8,435
Total assets
$141,212
Primary geography
Minnesota (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$141K

+1.8% YoY

Annual Giving

$8K

+5.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$8K

+5.4% YoY

Under IRS private-foundation payout rules, Helen B IMM Scholarship Tr FBO WSU WN1558 reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

How Helen B IMM Scholarship Tr FBO WSU WN1558 gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). 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

Winona

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $7K (2023) to $9K (2022). In 2025 it made 1 grant totaling $8K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Winona State University: $8KWinona State University$8K

The largest 2025 recipient was Winona State University ($8K).

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
Winona State University Winona, MNScholarship$8,435

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$141,212$138,710$139,444
Revenue$13,567$9,642$6,548
Expenses$11,057$10,429$9,518
Qualifying Distributions$9,647$9,134$8,338
Net Investment Income$12,274$8,426$5,423
Distributable Amount$8,503$8,153$7,456

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 22, 2023)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 22, 2023)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Helen B IMM Scholarship Tr FBO WSU WN1558's only listed officer is WNB Financial National Association, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • WNB Financial National Association

    Trustee

    On filings since 2023

    1 hr/week

    $2K (2023) → $2K (2025)

Former officers (1)
  • Former: WNB Financial (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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

WNB Financial National Association — Trustee: $2KWNB Financial National…Trustee$2K

The highest reported compensation on the 2025 filing was $2K, to WNB Financial National Association (Trustee).

Frequently asked questions about Helen B IMM Scholarship Tr FBO WSU WN1558

How much does Helen B IMM Scholarship Tr FBO WSU WN1558 give each year?

Helen B IMM Scholarship Tr FBO WSU WN1558 gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 1 grant.

How large is Helen B IMM Scholarship Tr FBO WSU WN1558?

Helen B IMM Scholarship Tr FBO WSU WN1558 reported $141K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Helen B IMM Scholarship Tr FBO WSU WN1558?

Helen B IMM Scholarship Tr FBO WSU WN1558 is a private foundation focused on Education, based in Winona, MN. It holds $141K in total assets as of 2025.

Where does Helen B IMM Scholarship Tr FBO WSU WN1558 operate?

Helen B IMM Scholarship Tr FBO WSU WN1558 has awarded grants in Minnesota.

What is Helen B IMM Scholarship Tr FBO WSU WN1558's EIN?

Helen B IMM Scholarship Tr FBO WSU WN1558's EIN (Employer Identification Number) is 41-6421698. IRS Form 990 filing data is available on this page for 2020–2025.

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

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