Helen S Casey Trust
Helen S Casey Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $74K. Net investment income was $78K.
Helen S Casey Trust at a glance
In short: Helen S Casey Trust gave $74K across 2 grants in 2025 (avg $37K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $73,712
- +7.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $36,856
- +7.7% vs 2024
- Median grant
- $36,856
- Total assets
- $1,319,111
- -0.1% vs 2024
- Primary geography
- Florida (50% 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 S Casey Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Shriners Hospitals for Children ($37K). Together the top 2 received $74K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Helen S Casey Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 95% 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 2019 to 2025, annual grant giving ranged from $68K (2024) to $96K (2019). In 2025 it made 2 grants totaling $74K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Tampa, FL | General Operating | $36,856 |
| St Jude Children's Hospital Memphis, TN | General Operating | $36,856 |
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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 | $1,319,111 | $104,375 | $105,077 | $73,712 | 2 | $77,864 | $78,205 | $82,259 |
| 2024 | $1,320,960 | $131,344 | $96,681 | $68,448 | 2 | $72,495 | $107,168 | $77,760 |
| 2023 | $1,286,363 | $38,409 | $97,255 | $71,932 | 2 | $75,740 | $21,725 | $72,248 |
| 2022 | $1,345,417 | $-12,584 | $110,545 | $84,082 | 2 | $87,969 | $10,361 | $75,825 |
| 2021 | $1,469,105 | $103,278 | $100,658 | $72,394 | 2 | $76,549 | $67,700 | $88,237 |
| 2020 | $1,466,491 | $34,833 | $124,939 | $76,450 | 2 | — | $12,862 | $77,238 |
| 2019 | $1,556,723 | $1,171,291 | $135,046 | $95,630 | 2 | — | $1,138,794 | $82,995 |
Under IRS private-foundation payout rules, Helen S Casey Trust reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen S Casey Trust's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$15K (2019) → $26K (2025)
Former officers (1)
- Former: US Bank NA (2023–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $26K, to US Bank N a (Trustee).
Frequently asked questions about Helen S Casey Trust
How much does Helen S Casey Trust give each year?
Helen S Casey Trust gave $74K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $68K across 2 grants.
How large is Helen S Casey Trust?
Helen S Casey Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $82K (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.
Where does Helen S Casey Trust operate?
Helen S Casey Trust has awarded grants in Florida, Tennessee.
What is Helen S Casey Trust's EIN?
Helen S Casey Trust's EIN (Employer Identification Number) is 37-6333851. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Helen S Casey Trust's focus areas in our free grants database
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