Helen St John Iverson Trust Ua

PITTSBURGH, PA EIN: 91-1918474

Helen St John Iverson Trust Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 1 grants totaling $107K. Net investment income was $97K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-0.7% YoY

Annual Giving

$107K

-5.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$107K

-5.4% YoY

Under IRS private-foundation payout rules, Helen St John Iverson Trust Ua reported a distributable amount of $118K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen St John Iverson Trust Ua

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $573K (100%)

States

New Jersey

Cities

Morristown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,073,754	$2,088,275	$2,177,465
Revenue	$123,666	$48,614	$-5,286
Expenses	$140,253	$143,584	$167,300
Qualifying Distributions	$113,365	$114,529	$132,043
Net Investment Income	$96,822	$25,036	$20,012
Distributable Amount	$117,695	$108,452	$114,601

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Seeing Eye Inc ($106,947).

Recipient	Purpose	Amount
THE SEEING EYE INC MORRISTOWN, NJ	GENERAL SUPPORT	$106,947

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK N A	TRUSTEE	7	$32,089

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen St John Iverson Trust Ua?

Helen St John Iverson Trust Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $2.1M in total assets as of 2024.

How large is Helen St John Iverson Trust Ua?

As of 2024, Helen St John Iverson Trust Ua holds $2.1M in total assets with $124K in annual revenue. It awarded 1 grants totaling $107K in 2024.

Where does Helen St John Iverson Trust Ua operate?

Helen St John Iverson Trust Ua has awarded grants in New Jersey.

What size grants does Helen St John Iverson Trust Ua award?

In 2024, Helen St John Iverson Trust Ua awarded 1 grants totaling $107K — an average of about $107K per grant, based on its IRS Form 990 filings.

How much is Helen St John Iverson Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen St John Iverson Trust Ua reported a distributable amount of $118K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.