Helen H Rowell Trust 1015005912

HAMILTON, OH EIN: 35-6671260

Helen H Rowell Trust 1015005912 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $390K in total assets. In 2024, it awarded 5 grants totaling $25K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$390K

-1.6% YoY

Annual Giving

$25K

-3.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-3.1% YoY

Under IRS private-foundation payout rules, Helen H Rowell Trust 1015005912 reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen H Rowell Trust 1015005912

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $127K (100%)

States

Indiana

Cities

ColumbusRensselaer

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$389,936	$396,304	$415,277
Revenue	$26,230	$13,848	$466
Expenses	$32,521	$32,817	$35,786
Qualifying Distributions	$28,466	$29,110	$30,652
Net Investment Income	$22,366	$10,241	$6,655
Distributable Amount	$24,059	$22,767	$24,384

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bartholomew County Histrocial ($6,299), First Presbyterian Church ($5,039), Jasper Newton Foundation Inc ($5,039).

Recipient	Purpose	Amount
BARTHOLOMEW COUNTY LIBRARY COLUMBUS, IN	GENEALOGICAL SECTION OF THE	$3,779
FIRST PRESBYTERIAN CHURCH COLUMBUS, IN	CHILDREN'S SUNDAY SCHOOL	$5,039
JASPER NEWTON FOUNDATION INC RENSSELAER, IN	CHARITABLE PURPOSES	$5,039
BARTHOLOMEW COUNTY HISTROCIAL COLUMBUS, IN	CLINE-KELLER LIBRARY OR	$6,299
HERITAGE FUND OF BARTHOLOMEW COUNTY COLUMBUS, IN	CHARITABLE PURPOSES	$5,039

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen H Rowell Trust 1015005912?

Helen H Rowell Trust 1015005912 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. It holds $390K in total assets as of 2024.

How large is Helen H Rowell Trust 1015005912?

As of 2024, Helen H Rowell Trust 1015005912 holds $390K in total assets with $26K in annual revenue. It awarded 5 grants totaling $25K in 2024.

Where does Helen H Rowell Trust 1015005912 operate?

Helen H Rowell Trust 1015005912 has awarded grants in Indiana.

What size grants does Helen H Rowell Trust 1015005912 award?

In 2024, Helen H Rowell Trust 1015005912 awarded 5 grants totaling $25K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Helen H Rowell Trust 1015005912 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen H Rowell Trust 1015005912 reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen H Rowell Trust 1015005912's EIN?

Helen H Rowell Trust 1015005912's EIN (Employer Identification Number) is 35-6671260. IRS Form 990 filing data is available on this page for 2020–2024.