Helen W Fuller Testamentary Trust
Helen W Fuller Testamentary Trust is a private foundation focused on Education, based in AUGUSTA, ME. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $193K in total assets. In 2024, it awarded 11 grants totaling $13K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$193K
+1.5% YoY
Annual Giving
$13K
+9.2% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$1K
+9.2% YoY
Under IRS private-foundation payout rules, Helen W Fuller Testamentary Trust reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen W Fuller Testamentary Trust
Based on IRS filings
Helen W Fuller Testamentary Trust is a private foundation focused on Education, based in AUGUSTA, ME. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $193K in total assets. In 2024, it awarded 11 grants totaling $13K. Net investment income was $17K.
Focus Areas
Ready to take the next step with Helen W Fuller Testamentary Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $192,506 | $189,746 | $191,569 |
| Revenue | $18,750 | $15,015 | $19,439 |
| Expenses | $15,975 | $16,844 | $18,106 |
| Qualifying Distributions | $14,332 | $14,293 | $15,894 |
| Net Investment Income | $17,465 | $12,708 | $17,521 |
| Distributable Amount | $12,801 | $11,837 | $13,230 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Capitol Area Recreation Association ($3,000), Augusta Colonial Theater ($2,500), Augusta Boys & Girls Club ($1,600).
| Recipient | Purpose | Amount |
|---|---|---|
| VILES ARBORETUM AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $1,000 |
| BREAD OF LIFE MINISTRIES AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $500 |
| CHILDREN'S CENTER AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $500 |
| FRIENDS OF LITHGOW LIBRARY AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $500 |
| MAINE-DARTMOUTH FAMILY MEDICINE RESIDENCY AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $1,000 |
| FORT WESTERN MUSEUM ENDOWMENT FUND AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $500 |
| AUGUSTA FOOD BANK AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $1,000 |
| KENNEBEC VALLEY YMCA AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $1,000 |
| AUGUSTA BOYS & GIRLS CLUB AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $1,600 |
| AUGUSTA COLONIAL THEATER AUGUSTA, ME | GENERAL CHARITABLE PURPOSES | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK JOHNSTON | TRUSTEE | 1 | — |
| ANDREW SILSBY | TRUSTEE | 1 | — |
| CRAIG GAROFALO | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen W Fuller Testamentary Trust?
Helen W Fuller Testamentary Trust is a private foundation focused on Education, based in AUGUSTA, ME. It holds $193K in total assets as of 2024.
How large is Helen W Fuller Testamentary Trust?
As of 2024, Helen W Fuller Testamentary Trust holds $193K in total assets with $19K in annual revenue. It awarded 11 grants totaling $13K in 2024.
Where does Helen W Fuller Testamentary Trust operate?
Helen W Fuller Testamentary Trust has awarded grants in Maine.
What size grants does Helen W Fuller Testamentary Trust award?
In 2024, Helen W Fuller Testamentary Trust awarded 11 grants totaling $13K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Helen W Fuller Testamentary Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen W Fuller Testamentary Trust reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen W Fuller Testamentary Trust's EIN?
Helen W Fuller Testamentary Trust's EIN (Employer Identification Number) is 01-6008546. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Helen W Fuller Testamentary Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Grand Chapter of Maine Order of the Eastern Star
AUGUSTA, ME
Assets
$2.9M
Grants
1
Total Given
$5K
Bangor Theological Seminary
PORTLAND, ME
Assets
$22.4M
Grants
3
Total Given
$11K
Maine Hospital Association Inc
AUGUSTA, ME
Assets
$8.0M
Grants
1
Total Given
$10K
The Ruth J Jones Charitable Foundation
DAMARISCOTTA, ME
Assets
$3.2M
Grants
18
Total Given
$255K
Bowery Beach School Bldg Maintenance Tr
SOUTH PORTLAND, ME
Assets
$29K
Grants
0
Total Given
—
United Way of Tri Vally Area
FARMINGTON, ME
Assets
$306K
Grants
13
Total Given
$77K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Helen W Fuller Testamentary Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Helen W Fuller Testamentary Trust to a real strategy.