Helen B Waters Charitable Trust Xxxxx4009

CHICAGO, IL EIN: 06-6127820

Helen B Waters Charitable Trust Xxxxx4009 is a private foundation focused on Health, 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

+0.0% YoY

Avg Grant Size

$6K

+1.7% YoY

Under IRS private-foundation payout rules, Helen B Waters Charitable Trust Xxxxx4009 reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen B Waters Charitable Trust Xxxxx4009

Based on IRS filings

Focus Areas

Health Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $31K (50%)

Florida $31K (50%)

States

Connecticut Florida

Cities

MiddleburyTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Middlebury Congregational Church ($6,207), Shriners Hospitals for Children ($6,207).

Recipient	Purpose	Amount
MIDDLEBURY CONGREGATIONAL CHURCH MIDDLEBURY, CT	GENERAL	$6,207
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL	GENERAL	$6,207

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Health Religion

Frequently Asked Questions

What is Helen B Waters Charitable Trust Xxxxx4009?

Helen B Waters Charitable Trust Xxxxx4009 is a private foundation focused on Health, based in CHICAGO, IL. It holds $201K in total assets as of 2024.

How large is Helen B Waters Charitable Trust Xxxxx4009?

As of 2024, Helen B Waters Charitable Trust Xxxxx4009 holds $201K in total assets with $14K in annual revenue. It awarded 2 grants totaling $12K in 2024.

Where does Helen B Waters Charitable Trust Xxxxx4009 operate?

Helen B Waters Charitable Trust Xxxxx4009 has awarded grants in Connecticut, Florida.

What size grants does Helen B Waters Charitable Trust Xxxxx4009 award?

In 2024, Helen B Waters Charitable Trust Xxxxx4009 awarded 2 grants totaling $12K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Helen B Waters Charitable Trust Xxxxx4009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen B Waters Charitable Trust Xxxxx4009 reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen B Waters Charitable Trust Xxxxx4009's EIN?

Helen B Waters Charitable Trust Xxxxx4009's EIN (Employer Identification Number) is 06-6127820. IRS Form 990 filing data is available on this page for 2020–2024.