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 2025. As of 2025, the organization holds $6.3M in total assets. In 2025, it awarded 8 grants totaling $413K. Net investment income was $750K.
Helen Wardman Naselli TES Tr at a glance
In short: Helen Wardman Naselli TES Tr gave $413K across 8 grants in 2025 (avg $52K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $412,888
- +13.0% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $51,611
- +13.0% vs 2024
- Median grant
- $51,611
- Total assets
- $6,324,574
- +5.0% vs 2024
- Primary geography
- District of Columbia (75% 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 Wardman Naselli TES Tr funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Georgetown University Hospital ($52K). Together the top 8 received $413K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 24 grants of 40 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Helen Wardman Naselli TES Tr gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 93% 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 $364K (2020) to $498K (2022). In 2025 it made 8 grants totaling $413K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgetown University Hospital Wasington, DC | General Operating | $51,611 |
| St Alban's Church Washington, DC | General Operating | $51,611 |
| American Heart Association St Petersburg, FL | General Operating | $51,611 |
| Sibley Memorial Hospital Washington, DC | General Operating | $51,611 |
| American Cancer Society Oklahoma City, OK | General Operating | $51,611 |
| The Columbia Lighthouse for Washington, DC | General Operating | $51,611 |
| Seabury Resources for Aging Washington, DC | General Operating | $51,611 |
| Little Sisters of the Poor Wasington, DC | General Operating | $51,611 |
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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 | $6,324,574 | $779,494 | $478,466 | $412,888 | 8 | $444,869 | $749,742 | $476,312 |
| 2024 | $6,024,489 | $271,657 | $432,903 | $365,480 | 8 | $395,839 | $241,222 | $455,651 |
| 2023 | $6,185,973 | $417,170 | $444,291 | $389,032 | 8 | $416,298 | $391,185 | $403,038 |
| 2022 | $6,215,868 | $83,253 | $563,128 | $497,736 | 8 | $526,360 | $120,280 | $422,772 |
| 2021 | $6,698,216 | $658,758 | $437,287 | $374,768 | 8 | $405,959 | $628,122 | $464,147 |
| 2020 | $6,477,415 | $74,564 | $418,659 | $363,704 | 8 | — | $109,195 | $400,546 |
Under IRS private-foundation payout rules, Helen Wardman Naselli TES Tr reported a distributable amount of $476K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen Wardman Naselli TES Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$57K (2021) → $59K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2020) — 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 $59K, to Truist Bank (Trustee).
Frequently asked questions about Helen Wardman Naselli TES Tr
How much does Helen Wardman Naselli TES Tr give each year?
Helen Wardman Naselli TES Tr gave $413K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $365K across 8 grants.
What is Helen Wardman Naselli TES Tr's typical grant size?
Helen Wardman Naselli TES Tr's median grant in 2025 was $51,611, and its average grant was $51,611, across 8 grants on its 2025 IRS Form 990-PF.
Where does Helen Wardman Naselli TES Tr give grants?
Helen Wardman Naselli TES Tr gives mostly in District of Columbia: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (13%) and Oklahoma (13%). The most frequent recipient cities were Washington, DC (4 grants) and Wasington, DC (2 grants).
Does Helen Wardman Naselli TES Tr give general operating support?
Yes: 100% of Helen Wardman Naselli TES Tr's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Helen Wardman Naselli TES Tr's largest grantees?
Helen Wardman Naselli TES Tr's largest 2025 grantees include Georgetown University Hospital ($51,611), St Alban's Church ($51,611) and American Heart Association ($51,611), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Helen Wardman Naselli TES Tr?
Helen Wardman Naselli TES Tr reported $6.3M in total assets on its 2025 IRS Form 990-PF. It paid out $445K in qualifying distributions that year, against a required minimum of $476K (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.
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 $6.3M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 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 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Helen Wardman Naselli TES Tr funds
Education Open opportunities, soonest deadline first.
- Creative Impact Grants $500 - $2,500 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Helen Wardman Naselli TES Tr's focus areas in our free grants database
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