Helen B Wolfe Trust Under Will

Foundation · Grantmaker Chambersburg, PA EIN: 25-6853272

Helen B Wolfe Trust Under Will is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chambersburg, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $35K in total assets. In 2024, it awarded 9 grants totaling $2K. Net investment income was $2K.

Key facts about Helen B Wolfe Trust Under Will

EIN: 25-6853272
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $2,082
Grants made (2024): 9
Average grant: $231
Median grant: $285
Total assets: $35,128
Primary geography: Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Helen B Wolfe Trust Under Will funds

By grant dollars, the top recipient states for Helen B Wolfe Trust Under Will's 9 itemized 2024 grants were Pennsylvania (100%). The most frequent recipient cities were Mercersburg, PA (6 grants). None of its 9 grants with a stated purpose were described as general or operating support. Recurring purposes include "Helen B. Wolfe Award" (9 grants).

How Helen B Wolfe Trust Under Will gives

Giving held roughly steady from 2021 to 2024 (−19%). Method
In 2024 it paid out 213% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Helen B Wolfe Trust Under Will

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$35K

-5.1% YoY

Annual Giving

$2K

-0.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$231.333

-0.1% YoY

Under IRS private-foundation payout rules, Helen B Wolfe Trust Under Will reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen B Wolfe Trust Under Will

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $2K (100%)

Share of all 9 itemized 2024 grant dollars.

States

Pennsylvania

Cities

MercersburgChambersburgLemastersFort LoudonGreencastleSt Thomas

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$35,128	$37,007	$40,599
Revenue	$2,792	$1,074	$2,748
Expenses	$4,672	$4,662	$5,126
Qualifying Distributions	$4,197	$4,199	$4,484
Net Investment Income	$2,307	$691	$2,244
Distributable Amount	$1,966	$1,931	$2,084

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

45 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Franklin County Special Olympics ($285), Mercersburg Library Association ($285), Services for the Homebound Mercersburg a ($285).

Recipient	Purpose	Amount
FRANKLIN COUNTY SPECIAL OLYMPICS Chambersburg, PA	HELEN B. WOLFE AWARD	$285
MERCERSBURG LIBRARY ASSOCIATION Mercersburg, PA	HELEN B. WOLFE AWARD	$285
SERVICES FOR THE HOMEBOUND MERCERSBURG A Lemasters, PA	HELEN B. WOLFE AWARD	$285
MERCERSBURG AREA COMMUNITY CHORUS Mercersburg, PA	HELEN B. WOLFE AWARD	$285
MERCBGMONTGYPETSWARN VOL FIRE CO Mercersburg, PA	HELEN B. WOLFE AWARD	$285
TUSCARORA EDUCATIONAL FOUNDATION Mercersburg, PA	HELEN B. WOLFE AWARD	$285
BRAYDEN TURNER St Thomas, PA	HELEN B. WOLFE AWARD	$124
JOSHUA PENWELL Mercersburg, PA	HELEN B. WOLFE AWARD	$124
NAOMI MOORE Mercersburg, PA	HELEN B. WOLFE AWARD	$124

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

Name	Title	Hours	Compensation
Farmers Merchants Trust Company	Trustee	2	$204

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen B Wolfe Trust Under Will?

Helen B Wolfe Trust Under Will is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chambersburg, PA. It holds $35K in total assets as of 2024.

How large is Helen B Wolfe Trust Under Will?

As of 2024, Helen B Wolfe Trust Under Will holds $35K in total assets with $3K in annual revenue. It awarded 9 grants totaling $2K in 2024.

Where does Helen B Wolfe Trust Under Will operate?

Helen B Wolfe Trust Under Will has awarded grants in Pennsylvania.

What size grants does Helen B Wolfe Trust Under Will award?

In 2024, Helen B Wolfe Trust Under Will awarded 9 grants totaling $2K — an average of about $231.333 per grant, based on its IRS Form 990 filings.

How much is Helen B Wolfe Trust Under Will required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen B Wolfe Trust Under Will reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen B Wolfe Trust Under Will's EIN?

Helen B Wolfe Trust Under Will's EIN (Employer Identification Number) is 25-6853272. IRS Form 990 filing data is available on this page for 2020–2024.