Helen H Willis Charitable Trust

Foundation · Grantmaker CORPUS CHRISTI, TX EIN: 74-6391308

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $90K (100%)

States

Texas

Cities

Coppus ChristiCorpus ChristiCorpus ChristiiSan AntonioWaco

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.