Helen H Rowell Trust 1015005912

Private foundation · Grantmaker Hamilton, OH EIN: 35-6671260

Helen H Rowell Trust 1015005912 is a private foundation, based in Hamilton, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $399K in total assets. In 2025, it awarded 5 grants totaling $24K. Net investment income was $37K.

Key facts about Helen H Rowell Trust 1015005912

In short: Helen H Rowell Trust 1015005912 gave $24K across 5 grants in 2025 (avg $5K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
35-6671260
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$23,840
Grants made (2025)
5
Average grant
$4,768
Median grant
$4,768
Total assets
$398,891
Primary geography
Indiana (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

$399K

+2.3% YoY

Annual Giving

$24K

-5.4% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$5K

-5.4% YoY

Under IRS private-foundation payout rules, Helen H Rowell Trust 1015005912 reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.

How Helen H Rowell Trust 1015005912 gives

  • Giving held roughly steady from 2022 to 2025 (−11%). Method
  • In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). 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 all 5 itemized 2025 grant dollars.

States

Cities

ColumbusRensselaer

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K5 grants20205 grants20215 grants20225 grants20235 grants20245 grants2025

From 2020 to 2025, annual grant giving ranged from $24K (2025) to $27K (2022). In 2025 it made 5 grants totaling $24K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Bartholomew County Library: $5KBartholomew County Library$5KFirst Presbyterian Church: $5KFirst Presbyterian Church$5KJasper Newton Foundation Inc: $5KJasper Newton Foundation Inc$5KBartholomew County Histrocial: $5KBartholomew County Histrocial$5KHeritage Fund of Bartholomew County: $5KHeritage Fund of BartholomewCounty$5K

The largest 2025 recipient was Bartholomew County Library ($5K). Together the top 5 received $24K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bartholomew County Library Columbus, INGenealogical Section of the$4,768
First Presbyterian Church Columbus, INChildren's Sunday School$4,768
Jasper Newton Foundation Inc Rensselaer, INCharitable Purposes$4,768
Bartholomew County Histrocial Columbus, INCline-Keller Library OR$4,768
Heritage Fund of Bartholomew County Columbus, INCharitable Purposes$4,768

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K202020212022202320242025
Metric202520242023
Total Assets$398,891$389,936$396,304
Revenue$40,597$26,230$13,848
Expenses$31,642$32,521$32,817
Qualifying Distributions$27,185$28,466$29,110
Net Investment Income$36,621$22,366$10,241
Distributable Amount$24,679$24,059$22,767

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Frequently asked questions about Helen H Rowell Trust 1015005912

How much does Helen H Rowell Trust 1015005912 give each year?

Helen H Rowell Trust 1015005912 gave $24K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 5 grants.

What is Helen H Rowell Trust 1015005912's typical grant size?

Helen H Rowell Trust 1015005912's median grant in 2025 was $4,768, and its average grant was $4,768, across 5 grants on its 2025 IRS Form 990-PF.

Where does Helen H Rowell Trust 1015005912 give grants?

Helen H Rowell Trust 1015005912 gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Columbus, IN (4 grants).

Does Helen H Rowell Trust 1015005912 give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on Helen H Rowell Trust 1015005912's 2025 IRS Form 990-PF were described as general or operating support.

Who are Helen H Rowell Trust 1015005912's largest grantees?

Helen H Rowell Trust 1015005912's largest 2025 grantees include Bartholomew County Library ($4,768), First Presbyterian Church ($4,768) and Jasper Newton Foundation Inc ($4,768), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Helen H Rowell Trust 1015005912?

Helen H Rowell Trust 1015005912 reported $399K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets).

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 2020–2025.

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

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