Helen Coard Irrevocable Trust
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.
Ready to take the next step with Helen Coard Irrevocable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
Cities
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 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| OLDENBURG ACADEMY OF THE IMMACULATE Oldenburg, IN | BUILDING ACCESS & FUNCTION | $30,000 |
| GOOD SAMARITAN HOSPITAL Lebanon, PA | GENERAL SUPPORT | $24,923 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 20, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- 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
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.
Here's the math on researching Helen Coard Irrevocable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Helen Coard Irrevocable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Greater Cincinnati Foundation
Cincinnati, OH
The Greater Cincinnati Foundation supports education, affordable housing, arts and culture, community well-being, neighborhood development, and basic needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 grants had a median of $20,000, while specific opportunities range from small awards to grants of up to $450,000. It offers open RFP and LOI opportunities; the profile does not state whether it accepts unsolicited requests outside those opportunities.
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Bob & Felicia Burger Family Foundation
Wilmington, DE
The foundation’s grants have supported Catholic churches and schools, higher education, pregnancy-related organizations, and community services, primarily in Ohio and Indiana. In 2025, it made 88 grants totaling $220,300, with a median grant of $1,000 and awards ranging from $50 to $20,650. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.2M
Grants
88
Total Given
$220K
United Way of Greater Cincinnati
Cincinnati, OH
United Way of Greater Cincinnati funds nonprofits working on educational success, financial empowerment, housing security, and related community needs, including workforce development, youth violence prevention, and housing support. Its 2025 grants ranged from $6,000 to $1.55 million, with a median of $65,000, mainly across its nine-county Cincinnati-area region in Ohio, Northern Kentucky, and southeast Indiana. It accepts proposals through specific funding opportunities, typically beginning with a letter of interest; current opportunities are listed on its grant page.
Assets
$86.6M
Grants
224
Total Given
$33.1M
Farmer Family Foundation
Cincinnati, OH
The Farmer Family Foundation supports arts, education, child advocacy, healthcare, research, and other charitable work, with most 2024 grant dollars going to Ohio organizations. Its 2024 grants ranged from $500 to $15 million, with a median of $15,000; the filing describes submitting a letter with the request purpose and amount plus general organizational information, and states no deadline or award restrictions.
Assets
$242.2M
Grants
181
Total Given
$49.6M
Carol Ann and Ralph V Haile Jr
Cincinnati, OH
The foundation funds arts and culture, civic and community initiatives, education, and human services in a 10-county Greater Cincinnati area spanning Ohio, Kentucky, and Indiana. Its 2024 grants ranged from $5,000 to $1 million, with a median of $25,000. It accepts unsolicited requests through a rolling inquiry process.
Assets
$283.2M
Grants
167
Total Given
$11.8M
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The James J and Joan a Gardner
Cincinnati, OH
The foundation funds education, health care, faith-based organizations, pro-life causes, opportunities for poor and underserved people, the arts, and environmental responsibility, prioritizing communities where its trustees live, especially in Ohio. It considers requests of $5,000 or more; its 2024 grants had a median of $25,000 and ranged from $1,000 to $1.5 million. It accepts applications through its website.
Assets
$84.2M
Grants
101
Total Given
$8.7M
The Good Samaritan Hospital of
Cincinnati, OH
See schedule o
Assets
$1.3B
Grants
21
Total Given
$3.7M
Michael and Stephanie Besl Foundation
Cincinnati, OH
Assets
$1.2M
Grants
4
Total Given
$73K
Jack J Smith Jr Charitable Trust
Pittsburgh, PA
The trust supports year-round direct-service projects addressing community needs, including family stability, child advocacy, behavioral health, and youth services, with a focus on the Greater Cincinnati area. Recent grants ranged from $2,500 to $30,000, with a median of $10,000. Its 2023 filing says it does not limit giving to preselected organizations, but does not state whether it accepts unsolicited requests.
Assets
$9.3M
Grants
38
Total Given
$444K
Elsa M Heisel Sule Charitable Trust 2005
Ft Mitchell, KY
The trust funds education and scholarships, health and research, children’s welfare, arts and culture, civic affairs, animal welfare, and environmental and community stewardship in the Greater Cincinnati tri-state area of Kentucky, Ohio, and Indiana. In 2024, grants ranged from $2,500 to $80,000, with a median of $7,500. It accepts applications through its website and does not limit grants to preselected organizations.
Assets
$25.5M
Grants
97
Total Given
$931K
More Funders in Pennsylvania
Helen Coard Irrevocable Trust down — hundreds of funders to go?