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.
Key facts about Helen Wardman Naselli Tes Tr
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.
- EIN
- 52-6239477
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $412,888
- Grants made (2025)
- 8
- Average grant
- $51,611
- Median grant
- $51,611
- Total assets
- $6,324,574
- Primary geography
- District of Columbia (75% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.3M
+5.0% YoY
Annual Giving
$413K
+13.0% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$52K
+13.0% YoY
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.
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.
Ready to take the next step with Helen Wardman Naselli Tes Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 8 itemized 2025 grant dollars.
Cities
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 2025
Grant Size Distribution
40 grants across all recorded years
Giving History
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 |
| COLUMBIA LIGHTHOUSE FOR THE 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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,324,574 | $6,024,489 | $6,185,973 |
| Revenue | $779,494 | $271,657 | $417,170 |
| Expenses | $478,466 | $432,903 | $444,291 |
| Qualifying Distributions | $444,869 | $395,839 | $416,298 |
| Net Investment Income | $749,742 | $241,222 | $391,185 |
| Distributable Amount | $476,312 | $455,651 | $403,038 |
Data update history
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
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
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).
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.
Here's the math on researching Helen Wardman Naselli Tes Tr by hand.
Explore Open Grants
Browse active grant opportunities in Helen Wardman Naselli Tes Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Ge Aerospace Foundation
Norwalk, CT
The GE Aerospace Foundation supports engineering education, workforce development, military and veterans causes, and disaster relief in communities where GE Aerospace employees live and work around the world. Its 2024 grants ranged from $10 to nearly $6 million, with a median of $429; it does not accept unsolicited requests.
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Mutual of America Foundation
New York, NY
The foundation supports U.S. nonprofits, including organizations that build cross-sector partnerships to strengthen communities, and its 2025 grants covered a range of causes. Grants ranged from $1 to $100,000, with a median of $150; its Community Partnership Awards include awards of $75,000 and $100,000. New York received the largest share of 2025 grant dollars, and the foundation says it does not restrict giving to preselected organizations; contact it for application details.
Assets
$136K
Grants
539
Total Given
$839K
Thomas W Pangborn
Pittsburgh, PA
This Pittsburgh-based foundation supports universities, medical centers, religious organizations, and other charitable organizations, with most 2024 funding going to Maryland and additional grants in Washington, DC, and other states. Its 2024 grants ranged from $2,723 to $535,061, with a median of $14,361. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$25.2M
Grants
38
Total Given
$1.4M
Baird Foundation Inc
Milwaukee, WI
The foundation supports nonprofits in health and human services, education, the arts, youth, and other areas, with the largest share of recent grants going to Wisconsin. Its 2025 grants had a median of $500, though amounts ranged from $10 to $561,411. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$142.7M
Grants
3,862
Total Given
$7.0M
Chubb Charitable Foundation
Philadelphia, PA
The Chubb Charitable Foundation supports youth development through education, mentorship, financial literacy, entrepreneurship, and community programs, as well as organizations working in areas such as humanitarian aid, health, and disability services. Its 2024 grants ranged from $50 to $1 million, with a median of $200; funding was concentrated in New York, Washington, D.C., New Jersey, and Pennsylvania. The foundation directs applicants to its proposal guidelines and states that it does not limit giving to preselected organizations.
Assets
$74.9M
Grants
3,719
Total Given
$6.3M
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for
Jacksonville, FL
The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
The Miami Foundation Inc
Miami, FL
The Miami Foundation funds a broad range of work, including arts and culture, health and wellness, economic opportunity, youth and families, equity, and climate resilience; its Community Grants provide flexible two-year general operating support to nonprofits in Greater Miami. In 2023, grants had a median of $21,585, though awards varied widely; the current application cycle is closed, and applications are expected to open in 2027.
Assets
$525.0M
Grants
879
Total Given
$57.2M
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.
Assets
$1.0B
Grants
698
Total Given
$54.3M
Gulf Coast Community Foundation Inc
Venice, FL
Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.
Assets
$533.7M
Grants
651
Total Given
$45.0M
The Pfizer Foundation Inc
New York, NY
The Pfizer Foundation funds locally led health programs that improve access to care and strengthen health systems, as well as health-crisis and disaster responses, worldwide. In 2024, grants ranged from $2 to $4 million, with a median of $200. It supports only preselected organizations and does not accept unsolicited requests.
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Verizon Foundation
Basking Ridge, NJ
The Verizon Foundation funds digital inclusion, climate protection, human prosperity, K–12 literacy and STEM, and domestic violence education and prevention, with an emphasis on underserved and diverse communities. It gives nationally, with priority in California, Massachusetts, Minnesota, New Jersey, New York, and Virginia, and also supports work in India and Israel; 2024 grants ranged from $25 to $1 million, with a $500 median. It does not accept unsolicited requests; applications are by invitation only.
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
More Funders in Florida
Helen Wardman Naselli Tes Tr down — hundreds of funders to go?