Helen Gurley Wolford Trust

Private foundation · Grantmaker Orlando, FL EIN: 11-6599734

Helen Gurley Wolford Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $832K in total assets. In 2025, it awarded 1 grant totaling $40K. Net investment income was $47K.

Key facts about Helen Gurley Wolford Trust

In short: Helen Gurley Wolford Trust gave $40K across 1 grant in 2025 (avg $40K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
11-6599734
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$40,394
Grants made (2025)
1
Average grant
$40,394
Median grant
$40,394
Total assets
$831,821
Primary geography
North Carolina (100% 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

$832K

-0.2% YoY

Annual Giving

$40K

-48.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$40K

-48.4% YoY

Under IRS private-foundation payout rules, Helen Gurley Wolford Trust reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.

How Helen Gurley Wolford Trust gives

  • Giving grew 55% from 2022 to 2025. Method
  • In 2025 it paid out 95% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Forest City

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $26K (2022) to $78K (2024). In 2025 it made 1 grant totaling $40K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Family Resources of Rutherford: $40KFamily Resources of Rutherford$40K

The largest 2025 recipient was Family Resources of Rutherford ($40K).

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Family Resources of Rutherford Forest City, NCGeneral Operating$40,394

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$831,821$833,620$841,376
Revenue$52,456$44,283$5,167
Expenses$54,153$91,316$49,334
Qualifying Distributions$47,471$85,447$44,251
Net Investment Income$46,632$38,473$14,903
Distributable Amount$49,885$86,772$44,087

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Helen Gurley Wolford Trust's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2022

    12 hrs/week

    $13K (2022) → $11K (2025)

Former officers (1)
  • Former: Branch Banking AND Trust Company (2020) — Trustee

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

Truist Bank — Trustee: $11KTruist BankTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).

Frequently asked questions about Helen Gurley Wolford Trust

How much does Helen Gurley Wolford Trust give each year?

Helen Gurley Wolford Trust gave $40K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $78K across 1 grant.

How large is Helen Gurley Wolford Trust?

Helen Gurley Wolford Trust reported $832K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $50K (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.

Where does Helen Gurley Wolford Trust operate?

Helen Gurley Wolford Trust has awarded grants in North Carolina.

What is Helen Gurley Wolford Trust's EIN?

Helen Gurley Wolford Trust's EIN (Employer Identification Number) is 11-6599734. 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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