Helen H Willis Charitable Trust
Helen H Willis Charitable Trust is a private foundation, based in Corpus Christi, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $439K in total assets. In 2025, it awarded 8 grants totaling $18K. Net investment income was $22K.
Key facts about Helen H Willis Charitable Trust
In short: Helen H Willis Charitable Trust gave $18K across 8 grants in 2025 (avg $2K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 74-6391308
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,000
- Grants made (2025)
- 8
- Average grant
- $2,250
- Median grant
- $2,000
- Total assets
- $438,824
- Primary geography
- Texas (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
$439K
+1.4% YoY
Annual Giving
$18K
+0.0% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$2K
+0.0% YoY
Under IRS private-foundation payout rules, Helen H Willis Charitable Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
How Helen H Willis Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 104% 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
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2020) to $18K (2025). In 2025 it made 8 grants totaling $18K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Coastal Bend American Red Cross ($6K across 3 grants). Together the top 5 received $18K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Methodist Children Home Waco, TX | Gen Fund-Charitable Activities | $4,000 |
| Corpus Christi Metro Ministries Corpus Christi, TX | Gen Fund-Charitable Activities | $2,000 |
| Women's Shelter of South Texas Corpus Christi, TX | Gen Fund-Charitable Activities | $2,000 |
| Coastal Bend American Red Cross Corpus Christi, TX | Local Emergency Fund | $2,000 |
| Coastal Bend American Red Cross Corpus Christi, TX | Local General Fund | $2,000 |
| Coastal Bend American Red Cross Corpus Christii, TX | Local Equipment Fund | $2,000 |
| Salvation Army Corpus Christi, TX | Local General Fund | $2,000 |
| Salvation Army Corpus Christi, TX | Local Mobile Unit | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $438,824 | $432,729 | $426,015 |
| Revenue | $30,434 | $32,493 | $20,372 |
| Expenses | $24,022 | $27,625 | $36,077 |
| Qualifying Distributions | $22,180 | $24,104 | $30,299 |
| Net Investment Income | $22,075 | $21,442 | $16,579 |
| Distributable Amount | $21,357 | $21,002 | $20,259 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Helen H Willis Charitable Trust is led by Robert C. Fancher, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Robert C. Fancher
Trustee
On filings since 2020
$5K (2020) → $4K (2025)
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
The highest reported compensation on the 2025 filing was $4K, to Robert C Fancher (Trustee).
Frequently asked questions about Helen H Willis Charitable Trust
How much does Helen H Willis Charitable Trust give each year?
Helen H Willis Charitable Trust gave $18K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 8 grants.
What is Helen H Willis Charitable Trust's typical grant size?
Helen H Willis Charitable Trust's median grant in 2025 was $2,000, and its average grant was $2,250, across 8 grants on its 2025 IRS Form 990-PF.
Where does Helen H Willis Charitable Trust give grants?
Helen H Willis Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Corpus Christi, TX (6 grants).
Does Helen H Willis Charitable Trust give general operating support?
Yes: 25% of Helen H Willis Charitable Trust's 2025 grants with a stated purpose (2 of 8) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Gen Fund-Charitable Activities" (3 grants).
Who are Helen H Willis Charitable Trust's largest grantees?
Helen H Willis Charitable Trust's largest 2025 grantees include Coastal Bend American Red Cross ($6,000 across 3 grants), Methodist Children Home ($4,000) and Salvation Army ($4,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Helen H Willis Charitable Trust?
Helen H Willis Charitable Trust reported $439K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).
What is Helen H Willis Charitable Trust's EIN?
Helen H Willis Charitable Trust's EIN (Employer Identification Number) is 74-6391308. 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.
Here's the math on researching Helen H Willis Charitable Trust by hand.
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