Helen B Waters Charitable Trust Xxxxx4009

CHICAGO, IL EIN: 06-6127820

Helen B Waters Charitable Trust Xxxxx4009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $201K in total assets. In 2024, it awarded 2 grants totaling $12K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$201K

-3.1% YoY

Annual Giving

$12K

+1.7% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$6K

+1.7% YoY

About Helen B Waters Charitable Trust Xxxxx4009

Based on IRS filings

Helen B Waters Charitable Trust Xxxxx4009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $201K in total assets. In 2024, it awarded 2 grants totaling $12K. Net investment income was $9K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

MiddleburyTampa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$11K$17K$22K20202021202220232024
Metric202420232022
Total Assets$201,090$207,499$211,604
Revenue$14,199$13,508$6,299
Expenses$20,277$17,591$20,352
Qualifying Distributions$14,967$13,748$16,161
Net Investment Income$9,097$9,205$3,261
Distributable Amount$15,744$13,960$14,384

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$7K$10K$14K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

MIDDLEBURY CONGREGATIONA…$6KSHRINERS HOSPITALS FOR C…$6K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Related Funders

Similar funders by location and focus area

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

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