Helen Wardman Naselli Tes Tr
Helen Wardman Naselli Tes Tr is a private foundation focused on Economically disadvantaged people, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.0M in total assets. In 2024, it awarded 8 grants totaling $365K. Net investment income was $241K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.0M
-2.6% YoY
Annual Giving
$365K
-6.1% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$46K
-6.1% YoY
Under IRS private-foundation payout rules, Helen Wardman Naselli Tes Tr reported a distributable amount of $456K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen Wardman Naselli Tes Tr
Based on IRS filings
Helen Wardman Naselli Tes Tr is a private foundation focused on Economically disadvantaged people, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.0M in total assets. In 2024, it awarded 8 grants totaling $365K. Net investment income was $241K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,024,489 | $6,185,973 | $6,215,868 |
| Revenue | $271,657 | $417,170 | $83,253 |
| Expenses | $432,903 | $444,291 | $563,128 |
| Qualifying Distributions | $395,839 | $416,298 | $526,360 |
| Net Investment Income | $241,222 | $391,185 | $120,280 |
| Distributable Amount | $455,651 | $403,038 | $422,772 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Georgetown University Hospital ($45,685), St Alban's Church ($45,685), American Heart Association ($45,685).
| Recipient | Purpose | Amount |
|---|---|---|
| GEORGETOWN UNIVERSITY HOSPITAL WASINGTON, DC | GENERAL OPERATING | $45,685 |
| ST ALBAN'S CHURCH WASHINGTON, DC | GENERAL OPERATING | $45,685 |
| AMERICAN HEART ASSOCIATION ST PETERSBURG, FL | GENERAL OPERATING | $45,685 |
| SIBLEY MEMORIAL HOSPITAL WASHINGTON, DC | GENERAL OPERATING | $45,685 |
| AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK | GENERAL OPERATING | $45,685 |
| COLUMBIA LIGHTHOUSE FOR THE WASHINGTON, DC | GENERAL OPERATING | $45,685 |
| SEABURY RESOURCES FOR AGING WASHINGTON, DC | GENERAL OPERATING | $45,685 |
| LITTLE SISTERS OF THE POOR WASINGTON, DC | GENERAL OPERATING | $45,685 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $55,717 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen Wardman Naselli Tes Tr?
Helen Wardman Naselli Tes Tr is a private foundation focused on Economically disadvantaged people, based in ORLANDO, FL. It holds $6.0M in total assets as of 2024.
How large is Helen Wardman Naselli Tes Tr?
As of 2024, Helen Wardman Naselli Tes Tr holds $6.0M in total assets with $272K in annual revenue. It awarded 8 grants totaling $365K in 2024.
Where does Helen Wardman Naselli Tes Tr operate?
Helen Wardman Naselli Tes Tr has awarded grants in District of Columbia, Florida, Oklahoma, Texas.
What size grants does Helen Wardman Naselli Tes Tr award?
In 2024, Helen Wardman Naselli Tes Tr awarded 8 grants totaling $365K — an average of about $46K per grant, based on its IRS Form 990 filings.
How much is Helen Wardman Naselli Tes Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Wardman Naselli Tes Tr reported a distributable amount of $456K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen Wardman Naselli Tes Tr's EIN?
Helen Wardman Naselli Tes Tr's EIN (Employer Identification Number) is 52-6239477. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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