Helen Woodman Charitable Trust
Helen Woodman Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $529K in total assets. In 2025, it awarded 6 grants totaling $28K. Net investment income was $42K.
Key facts about Helen Woodman Charitable Trust
In short: Helen Woodman Charitable Trust gave $28K across 6 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 01-6035789
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $27,566
- Grants made (2025)
- 6
- Average grant
- $4,594
- Median grant
- $3,445
- Total assets
- $528,957
- Primary geography
- Massachusetts (100% 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
$529K
+2.1% YoY
Annual Giving
$28K
+14.4% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$5K
+14.4% YoY
Under IRS private-foundation payout rules, Helen Woodman Charitable Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
How Helen Woodman Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $21K (2021) to $28K (2025). In 2025 it made 6 grants totaling $28K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Northeastern University ($9K). Together the top 6 received $28K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northeastern University Boston, MA | Unrestricted General | $9,189 |
| Bos Univi Develop & Alumni Boston, MA | Unrestricted General | $4,597 |
| Boston Athenaeum Boston, MA | Unrestricted General | $3,445 |
| The Church of St John Boston, MA | Unrestricted General | $3,445 |
| Boston Medical Center Boston, MA | Unrestricted General | $3,445 |
| The Society of St John Cambridge, MA | Unrestricted General | $3,445 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $528,957 | $517,945 | $519,117 |
| Revenue | $49,808 | $18,047 | $-5,198 |
| Expenses | $38,722 | $34,216 | $34,789 |
| Qualifying Distributions | $31,633 | $27,872 | $26,499 |
| Net Investment Income | $42,396 | $10,314 | $5,524 |
| Distributable Amount | $30,933 | $29,000 | $27,138 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Helen Woodman Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$9K (2021) → $9K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $9K, to Bank of America (Trustee).
Frequently asked questions about Helen Woodman Charitable Trust
How much does Helen Woodman Charitable Trust give each year?
Helen Woodman Charitable Trust gave $28K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 6 grants.
What is Helen Woodman Charitable Trust's typical grant size?
Helen Woodman Charitable Trust's median grant in 2025 was $3,445, and its average grant was $4,594, across 6 grants on its 2025 IRS Form 990-PF.
Where does Helen Woodman Charitable Trust give grants?
Helen Woodman Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (5 grants).
Does Helen Woodman Charitable Trust give general operating support?
Yes: 100% of Helen Woodman Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Helen Woodman Charitable Trust's largest grantees?
Helen Woodman Charitable Trust's largest 2025 grantees include Northeastern University ($9,189), Bos Univi Develop & Alumni ($4,597) and Boston Athenaeum ($3,445), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is Helen Woodman Charitable Trust?
Helen Woodman Charitable Trust reported $529K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Helen Woodman Charitable Trust's EIN?
Helen Woodman Charitable Trust's EIN (Employer Identification Number) is 01-6035789. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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