Helen Woodman Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 01-6035789

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.

Helen Woodman Charitable Trust at a glance

In short: Helen Woodman Charitable Trust gave $28K across 6 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$27,566
+14.4% vs 2024
Grants made (2025)
6
+0.0% vs 2024
Average grant
$4,594
+14.4% vs 2024
Median grant
$3,445
Total assets
$528,957
+2.1% vs 2024
Primary geography
Massachusetts (100% 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 Woodman Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Northeastern University: $9KNortheastern University$9KBos Univi Develop & Alumni: $5KBos Univi Develop & Alumni$5KBoston Athenaeum: $3KBoston Athenaeum$3KThe Church of St John: $3KThe Church of St John$3KBoston Medical Center: $3KBoston Medical Center$3KThe Society of St John: $3KThe Society of St John$3K

The largest 2025 recipient was Northeastern University ($9K). Together the top 6 received $28K.

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 30 grants of 30 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

Cities

BostonCambridge

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2021 to 2025, annual grant giving ranged from $21K (2021) to $28K (2025). In 2025 it made 6 grants totaling $28K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Northeastern University Boston, MAUnrestricted General$9,189
Bos Univi Develop & Alumni Boston, MAUnrestricted General$4,597
Boston Athenaeum Boston, MAUnrestricted General$3,445
The Church of St John Boston, MAUnrestricted General$3,445
Boston Medical Center Boston, MAUnrestricted General$3,445
The Society of St John Cambridge, MAUnrestricted General$3,445
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$528,957$49,808$38,722$27,5666$31,633$42,396$30,933
2024$517,945$18,047$34,216$24,0906$27,872$10,314$29,000
2023$519,117$-5,198$34,789$22,9146$26,499$5,524$27,138
2022$548,663$103,380$35,239$24,2986$28,321$96,031$29,276
2021$563,057$37,139$32,303$20,5466—$30,585$31,065

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.

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

Bank of America — Trustee: $9KBank of AmericaTrustee$9K

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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Helen Woodman Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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