Helen St John Iverson Trust UA
Helen St John Iverson Trust UA is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 1 grant totaling $111K. Net investment income was $159K.
Helen St John Iverson Trust UA at a glance
In short: Helen St John Iverson Trust UA gave $111K across 1 grant in 2025 (avg $111K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $111,277
- +4.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $111,277
- +4.0% vs 2024
- Median grant
- $111,277
- Total assets
- $2,112,989
- +1.9% vs 2024
- Primary geography
- New Jersey (100% 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 St John Iverson Trust UA funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Seeing Eye Inc ($111K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Helen St John Iverson Trust UA gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 96% 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 2020 to 2025, annual grant giving ranged from $107K (2024) to $130K (2022). In 2025 it made 1 grant totaling $111K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Seeing Eye Inc Morristown, NJ | General Support | $111,277 |
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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 | $2,112,989 | $186,630 | $147,940 | $111,277 | 1 | $117,915 | $158,704 | $122,426 |
| 2024 | $2,073,754 | $123,666 | $140,253 | $106,947 | 1 | $113,365 | $96,822 | $117,695 |
| 2023 | $2,088,275 | $48,614 | $143,584 | $113,024 | 1 | $114,529 | $25,036 | $108,452 |
| 2022 | $2,177,465 | $-5,286 | $167,300 | $130,466 | 1 | $132,043 | $20,012 | $114,601 |
| 2021 | $2,355,359 | $224,040 | $150,503 | $114,052 | 1 | $115,828 | $187,407 | $132,243 |
| 2020 | $2,281,533 | $73,822 | $144,453 | $108,730 | 1 | — | $41,898 | $116,535 |
Under IRS private-foundation payout rules, Helen St John Iverson Trust UA reported a distributable amount of $122K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen St John Iverson Trust UA's only listed officer is PNC Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2024
1 hr/week
$32K (2024) → $33K (2025)
Former officers (1)
- Former: PNC Bank NA (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $33K, to PNC Bank N a (Trustee).
Frequently asked questions about Helen St John Iverson Trust UA
How much does Helen St John Iverson Trust UA give each year?
Helen St John Iverson Trust UA gave $111K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $107K across 1 grant.
How large is Helen St John Iverson Trust UA?
Helen St John Iverson Trust UA reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $118K in qualifying distributions that year, against a required minimum of $122K (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 St John Iverson Trust UA operate?
Helen St John Iverson Trust UA has awarded grants in New Jersey.
What is Helen St John Iverson Trust UA's EIN?
Helen St John Iverson Trust UA's EIN (Employer Identification Number) is 91-1918474. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 26, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
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