Helen Coard Irrevocable Trust

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 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 3 grants totaling $52K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+0.1% YoY

Annual Giving

$52K

-4.8% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$17K

-36.5% YoY

Under IRS private-foundation payout rules, Helen Coard Irrevocable Trust reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen Coard Irrevocable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $154K (57%)

Indiana $115K (43%)

Kentucky $2K (1%)

States

Indiana Kentucky Ohio

Cities

CincinnatiCovingtonOldenburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,005,996	$1,005,191	$1,006,694
Revenue	$66,564	$63,329	$15,758
Expenses	$65,595	$65,402	$73,307
Qualifying Distributions	$57,114	$56,336	$62,170
Net Investment Income	$59,443	$53,407	$8,772
Distributable Amount	$60,068	$53,732	$56,590

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Oldenburg Academy of the Immaculate ($25,000), Cise (catholic Inner-city Schools and ($20,000), Price Hill Will ($6,969).

Recipient	Purpose	Amount
PRICE HILL WILL Cincinnati, OH	AFTERSCHOOL PROGRAM	$6,969
OLDENBURG ACADEMY OF THE IMMACULATE OLDENBURG, IN	BUILDING ACCESS & FUNCTION	$25,000
CISE (CATHOLIC INNER-CITY SCHOOLS AND CINCINNATI, OH	STUDENT SUPPORT	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK NA	TRUSTEE	3	$10,879

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

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 $1.0M in total assets as of 2024.

How large is Helen Coard Irrevocable Trust?

As of 2024, Helen Coard Irrevocable Trust holds $1.0M in total assets with $67K in annual revenue. It awarded 3 grants totaling $52K in 2024.

Where does Helen Coard Irrevocable Trust operate?

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

What size grants does Helen Coard Irrevocable Trust award?

In 2024, Helen Coard Irrevocable Trust awarded 3 grants totaling $52K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Helen Coard Irrevocable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Coard Irrevocable Trust reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.