Helen P Gunderson Trust
Helen P Gunderson Trust is a private foundation, 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
About Helen P Gunderson Trust
Based on IRS filings
Helen P Gunderson Trust is a private foundation, 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.
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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