Helen Coard Irrevocable Trust

Foundation · Grantmaker Pittsburgh, PA EIN: 26-2602340

Helen Coard Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 2 grants totaling $55K. Net investment income was $126K.

Key facts about Helen Coard Irrevocable Trust

In short: Helen Coard Irrevocable Trust gave $55K across 2 grants in 2025 (avg $27K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
26-2602340
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$54,923
Grants made (2025)
2
Average grant
$27,462
Median grant
$27,462
Total assets
$1,071,417
Primary geography
Indiana (55% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+6.5% YoY

Annual Giving

$55K

+5.7% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$27K

+58.5% YoY

Under IRS private-foundation payout rules, Helen Coard Irrevocable Trust reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.

How Helen Coard Irrevocable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 it paid out 96% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 2 itemized 2025 grant dollars.

Cities

CincinnatiOldenburgCovingtonLebanon

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K4 grants20193 grants20205 grants20213 grants20222 grants20233 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Oldenburg Academy of the Immaculate: $30KOldenburg Academy of theImmaculate$30KGood Samaritan Hospital: $25KGood Samaritan Hospital$25K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
OLDENBURG ACADEMY OF THE IMMACULATE Oldenburg, INBUILDING ACCESS & FUNCTION$30,000
GOOD SAMARITAN HOSPITAL Lebanon, PAGENERAL SUPPORT$24,923

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019202020212022202320242025
Metric202520242023
Total Assets$1,071,417$1,005,996$1,005,191
Revenue$134,019$66,564$63,329
Expenses$68,676$65,595$65,402
Qualifying Distributions$60,228$57,114$56,336
Net Investment Income$126,481$59,443$53,407
Distributable Amount$62,729$60,068$53,732

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 20, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Helen Coard Irrevocable Trust's only listed officer is PNC Bank N A, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • PNC Bank N A

    Trustee

    New on the 2025 filing

    1 hr/week

    $12K (2025)

Former officers (1)
  • Former: PNC Bank NA (2019–2024) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

PNC Bank N a — Trustee: $12KPNC Bank N aTrustee$12K

Frequently asked questions about Helen Coard Irrevocable Trust

How much does Helen Coard Irrevocable Trust give each year?

Helen Coard Irrevocable Trust gave $55K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 3 grants.

How large is Helen Coard Irrevocable Trust?

Helen Coard Irrevocable Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets).

What is Helen Coard Irrevocable Trust?

Helen Coard Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. It holds $1.1M in total assets as of 2025.

Where does Helen Coard Irrevocable Trust operate?

Helen Coard Irrevocable Trust has awarded grants in Indiana, Kentucky, Ohio, Pennsylvania.

What is Helen Coard Irrevocable Trust's EIN?

Helen Coard Irrevocable Trust's EIN (Employer Identification Number) is 26-2602340. IRS Form 990 filing data is available on this page for 2019–2025.

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

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