Helen B Waters Charitable Trust XXXXX4009
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 2025. As of 2025, the organization holds $203K in total assets. In 2025, it awarded 2 grants totaling $13K. Net investment income was $18K.
Helen B Waters Charitable Trust XXXXX4009 at a glance
In short: Helen B Waters Charitable Trust XXXXX4009 gave $13K across 2 grants in 2025 (avg $7K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,192
- +6.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $6,596
- +6.3% vs 2024
- Median grant
- $6,596
- Total assets
- $203,319
- +1.1% vs 2024
- Primary geography
- Connecticut (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Helen B Waters Charitable Trust XXXXX4009 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Middlebury Congregational Church ($7K). Together the top 2 received $13K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Helen B Waters Charitable Trust XXXXX4009 gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 93% 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 2020 to 2025, annual grant giving ranged from $12K (2021) to $14K (2022). In 2025 it made 2 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Middlebury Congregational Church Middlebury, CT | General | $6,596 |
| Shriners Hospitals for Children Tampa, FL | General | $6,596 |
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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 | $203,319 | $22,452 | $20,256 | $13,192 | 2 | $15,573 | $17,894 | $16,752 |
| 2024 | $201,090 | $14,199 | $20,277 | $12,414 | 2 | $14,967 | $9,097 | $15,744 |
| 2023 | $207,499 | $13,508 | $17,591 | $12,202 | 2 | $13,748 | $9,205 | $13,960 |
| 2022 | $211,604 | $6,299 | $20,352 | $13,980 | 2 | $16,161 | $3,261 | $14,384 |
| 2021 | $225,658 | $19,564 | $18,130 | $11,752 | 2 | $13,516 | $15,237 | $15,743 |
| 2020 | $224,233 | $18,858 | $17,109 | $11,792 | 2 | — | $15,162 | $13,247 |
Under IRS private-foundation payout rules, Helen B Waters Charitable Trust XXXXX4009 reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen B Waters Charitable Trust XXXXX4009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$5K (2020) → $6K (2025)
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
The highest reported compensation on the 2025 filing was $6K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Helen B Waters Charitable Trust XXXXX4009
How much does Helen B Waters Charitable Trust XXXXX4009 give each year?
Helen B Waters Charitable Trust XXXXX4009 gave $13K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 2 grants.
How large is Helen B Waters Charitable Trust XXXXX4009?
Helen B Waters Charitable Trust XXXXX4009 reported $203K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $17K (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 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 $203K in total assets as of 2025.
Where does Helen B Waters Charitable Trust XXXXX4009 operate?
Helen B Waters Charitable Trust XXXXX4009 has awarded grants in Connecticut, Florida.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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