Helen Wade Greene Charitable Trust GREEN100
The Helen Wade Greene Charitable Trust Green100 is a private foundation based in Fort Mill, South Carolina. Its 2024 filing reports one grant of $360,000 for general financial support.
Key facts about Helen Wade Greene Charitable Trust GREEN100
In short: Helen Wade Greene Charitable Trust GREEN100 gave $360K across 1 grant in 2024 (avg $360K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- EIN
- 34-6527172
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $360,000
- Grants made (2024)
- 1
- Average grant
- $360,000
- Median grant
- $360,000
- Total assets
- $10,153,314
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.2M
-8.9% YoY
Annual Giving
$360K
-32.1% YoY
Grant Count
1
-87.5% YoY
Avg Grant Size
$360K
+443.4% YoY
Under IRS private-foundation payout rules, Helen Wade Greene Charitable Trust GREEN100 reported a distributable amount of $772K for 2024 — the minimum it must pay out in qualifying distributions.
How Helen Wade Greene Charitable Trust GREEN100 gives
- Giving fell 30% from 2021 to 2024. Method
- In 2024 it paid out 50% 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.
Grantmaking
In 2024, the trust reported one grant totaling $360,000. The recipient was Edward Lee and Slocomb Hollis Perry of Chestnut Hill, Massachusetts; the grant was for general financial support. The trust reported eight grants totaling $530,000 in each of 2023 and 2022.
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Geographic Focus
Where this funder awards grants
The trust’s 2024 grant dollars all went to a recipient in Massachusetts.
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $360K (2024) to $750K (2019). In 2024 it made 1 grant totaling $360K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Edward Lee and Slocomb Hollis Perry ($360K).
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 31 grants of 36 (86%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Edward Lee and Slocomb Hollis Perry Chestnut Hill, MA | General Financial Support | $360,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $10,153,314 | $482,839 | $482,582 | $360,000 (1) |
| 2023 | $11,148,085 | $481,980 | $635,999 | $530,000 (8) |
| 2022 | $11,302,106 | $959,647 | $653,362 | $530,000 (8) |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,153,314 | $11,148,085 | $11,302,106 |
| Revenue | $482,839 | $481,980 | $959,647 |
| Expenses | $482,582 | $635,999 | $653,362 |
| Qualifying Distributions | $383,718 | $551,663 | $551,391 |
| Net Investment Income | $306,330 | $310,136 | $583,587 |
| Distributable Amount | $772,251 | $711,951 | $683,907 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists The Private Trust Company NA as trustee.
Helen Wade Greene Charitable Trust GREEN100's only listed officer is The Private Trust Company NA, Trustee on every filing since 2019 (compensated).
Officers on the 2024 filing
The Private Trust Company NA
Trustee
On filings since 2019
4 hrs/week
$37K (2019) → $47K (2024)
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $47K, to The Private Trust Company NA (Trustee).
Contact
Mailing address: PO Box 1929, Fort Mill, SC 29716
Phone: (216) 771-6960
Website: https://fidelitycharitable.org
Frequently asked questions about Helen Wade Greene Charitable Trust GREEN100
How much does Helen Wade Greene Charitable Trust GREEN100 give each year?
Helen Wade Greene Charitable Trust GREEN100 gave $360K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $530K across 8 grants.
How large is Helen Wade Greene Charitable Trust GREEN100?
Helen Wade Greene Charitable Trust GREEN100 reported $10.2M in total assets on its 2024 IRS Form 990-PF. It paid out $384K in qualifying distributions that year, against a required minimum of $772K (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.
How do I apply for a grant from Helen Wade Greene Charitable Trust GREEN100?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Helen Wade Greene Charitable Trust GREEN100 make grants?
The trust’s 2024 grant dollars all went to a recipient in Massachusetts.
What is Helen Wade Greene Charitable Trust GREEN100's EIN?
Helen Wade Greene Charitable Trust GREEN100's EIN (Employer Identification Number) is 34-6527172. IRS Form 990 filing data is available on this page for 2019–2024.
Does Helen Wade Greene Charitable Trust GREEN100 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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