Helen P Gunderson Trust
Helen P Gunderson Trust is a private foundation focused on Arts and culture, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 4 grants totaling $162K. Net investment income was $156K.
Helen P Gunderson Trust at a glance
In short: Helen P Gunderson Trust gave $162K across 4 grants in 2025 (avg $41K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $162,044
- +27.4% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $40,511
- +27.4% vs 2024
- Median grant
- $40,511
- Total assets
- $2,196,088
- -1.5% vs 2024
- Primary geography
- Oregon (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helen P Gunderson Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Shriners' Hospitals for Children ($41K). Together the top 4 received $162K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Helen P Gunderson Trust gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 86% 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 2020 to 2025, annual grant giving ranged from $120K (2020) to $162K (2025). In 2025 it made 4 grants totaling $162K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners' Hospitals for Children Tampa, FL | Unrestricted General | $40,511 |
| Albertina Kerr Centers Portland, OR | Unrestricted General | $40,511 |
| Trinity Episcopal Cathedral Portland, OR | Unrestricted General | $40,511 |
| Tucker-Maxon Oral School Portland, OR | Unrestricted General | $40,511 |
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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 | $2,196,088 | $193,283 | $226,016 | $162,044 | 4 | $184,949 | $155,781 | $214,414 |
| 2024 | $2,229,348 | $172,638 | $183,180 | $127,156 | 4 | $148,527 | $137,632 | $201,630 |
| 2023 | $2,240,484 | $123,917 | $168,488 | $120,000 | 4 | $138,208 | $94,273 | $171,250 |
| 2022 | $2,286,195 | $209,593 | $202,542 | $150,000 | 4 | $168,497 | $178,877 | $142,630 |
| 2021 | $2,279,895 | $170,441 | $170,026 | $120,000 | 4 | — | $139,657 | $188,697 |
| 2020 | $2,275,816 | $97,110 | $163,460 | $120,000 | 4 | — | $67,201 | $150,836 |
Under IRS private-foundation payout rules, Helen P Gunderson Trust reported a distributable amount of $214K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen P Gunderson Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$44K (2022) → $55K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
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 $55K, to Bank of America (Trustee).
Frequently asked questions about Helen P Gunderson Trust
How much does Helen P Gunderson Trust give each year?
Helen P Gunderson Trust gave $162K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $127K across 4 grants.
What is Helen P Gunderson Trust's typical grant size?
Helen P Gunderson Trust's median grant in 2025 was $40,511, and its average grant was $40,511, across 4 grants on its 2025 IRS Form 990-PF.
Where does Helen P Gunderson Trust give grants?
Helen P Gunderson Trust gives mostly in Oregon: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (25%). The most frequent recipient cities were Portland, OR (3 grants).
Does Helen P Gunderson Trust give general operating support?
Yes: 100% of Helen P Gunderson Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helen P Gunderson Trust?
Helen P Gunderson Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $185K in qualifying distributions that year, against a required minimum of $214K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Helen P Gunderson Trust?
Helen P Gunderson Trust is a private foundation focused on Arts and culture, based in Dallas, TX. It holds $2.2M in total assets as of 2025.
What is Helen P Gunderson Trust's EIN?
Helen P Gunderson Trust's EIN (Employer Identification Number) is 93-6138283. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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