Helen Hodges Educational Charitable Trust
Helen Hodges Educational Charitable Trust is a private foundation located in Lubbock, Texas. Its filing describes college scholarships for Texas Tech University students and local West Texas residents studying at other institutions of higher learning; no scholarships were awarded in 2025.
Helen Hodges Educational Charitable Trust at a glance
- Total assets
- $702,662
- +11.5% vs 2024
- Revenue (2025)
- $83,977
- +93.0% vs 2024
- Net investment income (2025)
- $67,440
- +39.9% vs 2024
- Expenses (2025)
- $11,037
- -77.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Helen Hodges Educational Charitable Trust
- How to Apply
-
The filing says the foundation does not restrict giving to preselected organizations. It lists college transcripts and a personal statement as application materials, and restricts awards to South Plains area residents with junior standing or above. Contact the Prosperity Bank Trust Department, as directed on the filing.
- Review Cycle
- July 15; the 2026 date has passed.
- Deadline
- July 15; the 2026 date has passed.
- Contact
Application contact: Prosperity Bank - Trust Department
Mailing address: 1401 Avenue Q, Lubbock, TX 79401
Phone: (806) 767-7000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Helen Hodges Educational Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 81 grants of 81 (100%).
Geographic Focus
Where this funder awards grants
The filing’s award restriction is for South Plains area residents. It also describes scholarships for Texas Tech University students and local West Texas residents studying at other institutions of higher learning.
Grant Distribution by State
Cities
How Helen Hodges Educational Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $29K (2020) to $39K (2022). In 2024 it made 20 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 20 individual scholarships Recipients not named | — | $36,500 |
Ready to take the next step with Helen Hodges Educational Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $702,662 | $83,977 | $11,037 | — | — | — | $67,440 | $39,904 |
| 2024 | $630,392 | $43,520 | $49,765 | $36,500 | 20 | $36,500 | $48,209 | $38,681 |
| 2023 | $619,238 | $50,170 | $47,706 | $37,500 | 20 | $37,500 | $39,964 | $36,084 |
| 2022 | $622,252 | $68,970 | $53,226 | $39,000 | 20 | $39,000 | $65,742 | $35,228 |
| 2021 | $594,937 | $49,575 | $49,723 | $38,500 | 21 | $38,500 | $66,672 | $35,123 |
| 2020 | $567,332 | $32,662 | $38,312 | $29,000 | 15 | — | $40,823 | $32,534 |
| 2019 | $556,136 | $67,233 | $46,878 | $33,000 | 17 | — | $62,650 | $30,082 |
Under IRS private-foundation payout rules, Helen Hodges Educational Charitable Trust reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The filing identifies college scholarships as the foundation’s direct charitable activity. It does not state a separate mission.
Grantmaking
The foundation reported 20 grants totaling $36,500 in 2024 and 20 grants totaling $37,500 in 2023. It reported no grants in 2025. No grantee names or award amounts are available here.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dr. Frank Ramos, Betsy Jones, and Natalie Steadman as trustees.
Helen Hodges Educational Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Betsy Jones
Trustee
On filings since 2019
No compensation reported
Frank Ramos
Trustee
On filings since 2019
No compensation reported
Natalie Steadman
Trustee
On filings since 2019
No compensation reported
Former officers (2)
- Former: Connie Nicholson (2019–2024) — Trustee
- Former: Kay Fletcher (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Helen Hodges Educational Charitable Trust
How large is Helen Hodges Educational Charitable Trust?
Helen Hodges Educational Charitable Trust reported $703K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $84K.
What does Helen Hodges Educational Charitable Trust fund?
The filing identifies college scholarships as the foundation’s direct charitable activity. It does not state a separate mission. See mission & focus areas ↑
How do I apply for a grant from Helen Hodges Educational Charitable Trust?
The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Helen Hodges Educational Charitable Trust make grants?
The filing’s award restriction is for South Plains area residents. It also describes scholarships for Texas Tech University students and local West Texas residents studying at other institutions of higher learning.
How much is Helen Hodges Educational Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen Hodges Educational Charitable Trust reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen Hodges Educational Charitable Trust's EIN?
Helen Hodges Educational Charitable Trust's EIN (Employer Identification Number) is 51-0183778. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Helen Hodges Educational Charitable Trust's focus areas in our free grants database
Similar Funders
Similar funders in Texas
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
BNSF Railway Foundation
Fort Worth, TX
The BNSF Railway Foundation funds civic, cultural, education, health and human services, environmental, and youth programs, including operating costs and specific projects. Its 2025 median grant was $2,500, though awards ranged from $100 to $500,000; it supports eligible organizations serving communities near BNSF rail lines across its 28 operating states. The foundation provides an online application process, but whether it accepts unsolicited requests is not stated.
Assets
$23.0M
Grants
993
Total Given
$7.0M
Community Foundation of North Texas (Tax
Fort Worth, TX
The foundation supports nonprofits and community projects in areas including animal welfare, nonprofit capacity building, first responders, land conservation, neighborhood development, opportunity and access, and scholarships. In 2024, grants ranged from $5,100 to $1.5 million, with a median of $14,250; its service area covers 11 North Texas counties. It accepts applications for some competitive grant programs through its online portal, but donor-advised grants are not open to nonprofit applications.
Assets
$544.9M
Grants
872
Total Given
$41.3M
Michael & Susan Dell Foundation
Austin, TX
The Michael & Susan Dell Foundation funds education, health, jobs and livelihoods, and family economic stability, with its deepest U.S. focus in Texas and additional work across the U.S. and internationally. In 2024 it awarded 835 grants totaling about $164.6 million; grants ranged from $75 to $50 million, with a median of $19,324. It accepts unsolicited requests through its online application process.
Assets
$7.8B
Grants
835
Total Given
$164.6M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Helen Hodges Educational Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Helen Hodges Educational Charitable Trust down — hundreds of funders to go?