Helen Hodges Educational Charitable Trust is a private foundation focused on Education, based in LUBBOCK, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $630K in total assets. In 2024, it awarded 20 grants totaling $37K. Net investment income was $48K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$630K
+1.8% YoY
Annual Giving
$37K
-2.7% YoY
Grant Count
20
+0.0% YoY
Avg Grant Size
$2K
-2.7% YoY
Under IRS private-foundation payout rules, Helen Hodges Educational Charitable Trust reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen Hodges Educational Charitable Trust
Based on IRS filings
Helen Hodges Educational Charitable Trust is a private foundation focused on Education, based in LUBBOCK, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $630K in total assets. In 2024, it awarded 20 grants totaling $37K. Net investment income was $48K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $630,392 | $619,238 | $622,252 |
| Revenue | $43,520 | $50,170 | $68,970 |
| Expenses | $49,765 | $47,706 | $53,226 |
| Qualifying Distributions | $36,500 | $37,500 | $39,000 |
| Net Investment Income | $48,209 | $39,964 | $65,742 |
| Distributable Amount | $38,681 | $36,084 | $35,228 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
96 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Megan Mccoy ($2,500), Rhed Rhea Mongaya ($2,500), Ganish Acharya ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GANISH ACHARYA LUBBOCK, TX | SCHOLARSHIP | $2,000 |
| KALA BATY AMARILLO, TX | SCHOLARSHIP | $2,000 |
| BRINKLEY COVER ODESSA, TX | SCHOLARSHIP | $2,000 |
| KOFI FRIMPONG-MANSON AMARILLO, TX | SCHOLARSHIP | $2,000 |
| YAIZETH GURROLA-MARES LUBBOCK, TX | SCHOLARSHIP | $2,000 |
| ALLISON HALBERT LOTT, TX | SCHOLARSHIP | $2,000 |
| MATTHEW HERNANDEZ LUBBOCK, TX | SCHOLARSHIP | $2,000 |
| MEGAN MCCOY WOLFFORTH, TX | SCHOLARSHIP | $2,500 |
| CHAD PATTERSON AMARILLO, TX | SCHOLARSHIP | $2,000 |
| ZACHARY SPECIALE LUBBOCK, TX | SCHOLARSHIP | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR FRANK RAMOS | TRUSTEE | — | — |
| KAY FLETCHER | TRUSTEE | — | — |
| BETSY JONES | TRUSTEE | — | — |
| CONNIE NICHOLSON | TRUSTEE | — | — |
| NATALIE STEADMAN | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen Hodges Educational Charitable Trust?
Helen Hodges Educational Charitable Trust is a private foundation focused on Education, based in LUBBOCK, TX. It holds $630K in total assets as of 2024.
How large is Helen Hodges Educational Charitable Trust?
As of 2024, Helen Hodges Educational Charitable Trust holds $630K in total assets with $44K in annual revenue. It awarded 20 grants totaling $37K in 2024.
Where does Helen Hodges Educational Charitable Trust operate?
Helen Hodges Educational Charitable Trust has awarded grants in District of Columbia, Kansas, Nevada, Texas.
What size grants does Helen Hodges Educational Charitable Trust award?
In 2024, Helen Hodges Educational Charitable Trust awarded 20 grants totaling $37K — an average of about $2K per grant, based on its IRS Form 990 filings.
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 2024, Helen Hodges Educational Charitable Trust reported a distributable amount of $39K 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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helen Hodges Educational 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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