Helen P Gunderson Trust

Foundation · Grantmaker DALLAS, TX EIN: 93-6138283

Arts and culture Education Health Religion

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

+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

Focus Areas

Arts and culture Education Health Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $478K (75%)

Florida $159K (25%)

States

Florida Oregon

Cities

PortlandTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Arts and culture Education Health Religion

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.