Helen S McBurney Fdn Uw Tr
TO SUPPORT THE ST LUKES EPISCOPAL CHURCH AND THE CHURCH OF THE MESSIAH
Key facts about Helen S McBurney Fdn Uw Tr
- EIN
- 58-6029354
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $323,786
- Grants made (2025)
- 2
- Average grant
- $161,893
- Median grant
- $161,893
- Total assets
- $9,549,781
- Primary geography
- New Jersey (57% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How Helen S McBurney Fdn Uw Tr gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Helen S McBurney Fdn Uw Tr
- How to evaluate Helen S McBurney Fdn Uw Tr as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.5M
+1.2% YoY
Annual Giving
$324K
-14.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$162K
-14.1% YoY
About Helen S McBurney Fdn Uw Tr
Based on IRS filings
Helen S McBurney Fdn Uw Tr is a nonprofit organization, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $9.5M in total assets. In 2025, it awarded 2 grants totaling $324K. Net investment income was $501K.
Ready to take the next step with Helen S McBurney Fdn Uw Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,549,781 | $9,435,505 | $8,522,797 |
| Revenue | $501,042 | $1,334,953 | $216,727 |
| Expenses | $388,441 | $428,666 | $424,116 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $501,042 | $1,334,953 | $216,727 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS September 9, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 16, 2026)
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include The Church of the Messiah ($185,021), St Lukes Episcopal Church ($138,765).
| Recipient | Purpose | Amount |
|---|---|---|
| THE CHURCH OF THE MESSIAH Paterson, NJ | GENERAL SUPPORT | $185,021 |
| ST LUKES EPISCOPAL CHURCH Atlanta, GA | GENERAL SUPPORT | $138,765 |
Frequently Asked Questions
How large is Helen S McBurney Fdn Uw Tr?
As of 2025, Helen S McBurney Fdn Uw Tr holds $9.5M in total assets with $501K in annual revenue. It awarded 2 grants totaling $324K in 2025.
Where does Helen S McBurney Fdn Uw Tr operate?
Helen S McBurney Fdn Uw Tr has awarded grants in Georgia, New Jersey.
What size grants does Helen S McBurney Fdn Uw Tr award?
In 2025, Helen S McBurney Fdn Uw Tr awarded 2 grants totaling $324K — an average of about $162K per grant, based on its IRS Form 990 filings.
What is Helen S McBurney Fdn Uw Tr's EIN?
Helen S McBurney Fdn Uw Tr's EIN (Employer Identification Number) is 58-6029354. IRS Form 990 filing data is available on this page for 2019–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.