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 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 4 grants totaling $127K. Net investment income was $138K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
-0.5% YoY
Annual Giving
$127K
+6.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$32K
+6.0% YoY
Under IRS private-foundation payout rules, Helen P Gunderson Trust reported a distributable amount of $202K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen P Gunderson Trust
Based on IRS filings
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 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 4 grants totaling $127K. Net investment income was $138K.
Focus Areas
Ready to take the next step with Helen P Gunderson Trust?
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 | $2,229,348 | $2,240,484 | $2,286,195 |
| Revenue | $172,638 | $123,917 | $209,593 |
| Expenses | $183,180 | $168,488 | $202,542 |
| Qualifying Distributions | $148,527 | $138,208 | $168,497 |
| Net Investment Income | $137,632 | $94,273 | $178,877 |
| Distributable Amount | $201,630 | $171,250 | $142,630 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Shriners Hospitals for ($31,789), Trinity Episcopal Cathedral ($31,789), Tucker-maxon Oral School ($31,789).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS HOSPITALS FOR TAMPA, FL | UNRESTRICTED GENERAL | $31,789 |
| TRINITY EPISCOPAL CATHEDRAL PORTLAND, OR | UNRESTRICTED GENERAL | $31,789 |
| TUCKER-MAXON ORAL SCHOOL PORTLAND, OR | UNRESTRICTED GENERAL | $31,789 |
| ALBERTINA KERR CENTERS PORTLAND, OR | UNRESTRICTED GENERAL | $31,789 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $51,241 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 2024.
How large is Helen P Gunderson Trust?
As of 2024, Helen P Gunderson Trust holds $2.2M in total assets with $173K in annual revenue. It awarded 4 grants totaling $127K in 2024.
Where does Helen P Gunderson Trust operate?
Helen P Gunderson Trust has awarded grants in Florida, Oregon.
What size grants does Helen P Gunderson Trust award?
In 2024, Helen P Gunderson Trust awarded 4 grants totaling $127K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is Helen P Gunderson Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen P Gunderson Trust reported a distributable amount of $202K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helen P Gunderson 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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