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 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 8 grants totaling $18K. Net investment income was $21K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$433K
+1.6% 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 2024 — the minimum it must pay out in qualifying distributions.
About Helen H Willis Charitable Trust
Based on IRS filings
Helen H Willis Charitable Trust is a private foundation, based in CORPUS CHRISTI, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 8 grants totaling $18K. Net investment income was $21K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $432,729 | $426,015 | $448,109 |
| Revenue | $32,493 | $20,372 | $58,890 |
| Expenses | $27,625 | $36,077 | $30,304 |
| Qualifying Distributions | $24,104 | $30,299 | $26,332 |
| Net Investment Income | $21,442 | $16,579 | $17,764 |
| Distributable Amount | $21,002 | $20,259 | $21,683 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Methodist Children Home ($4,000), Corpus Christi Metro Ministries ($2,000), Women's Shelter of South Texas ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| METHODIST CHILDREN HOME WACO, TX | GEN FUND-CHARITABLE ACTIVITIES | $4,000 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT C FANCHER | TRUSTEE | — | $2,620 |
Frequently Asked Questions
How large is Helen H Willis Charitable Trust?
As of 2024, Helen H Willis Charitable Trust holds $433K in total assets with $32K in annual revenue. It awarded 8 grants totaling $18K in 2024.
Where does Helen H Willis Charitable Trust operate?
Helen H Willis Charitable Trust has awarded grants in Texas.
What size grants does Helen H Willis Charitable Trust award?
In 2024, Helen H Willis Charitable Trust awarded 8 grants totaling $18K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Helen H Willis Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen H Willis Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helen H Willis Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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