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.
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.
About Helen Woodman Charitable Trust
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Northeastern University ($9,189), Bos Univi Develop & Alumni ($4,597), Boston Athenaeum ($3,445).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTHEASTERN UNIVERSITY BOSTON, MA | UNRESTRICTED GENERAL | $9,189 |
| BOSTON ATHENAEUM BOSTON, MA | UNRESTRICTED GENERAL | $3,445 |
| CHURCH OF ST JOHN THE BOSTON, MA | UNRESTRICTED GENERAL | $3,445 |
| BOSTON MEDICAL CENTER BOSTON, MA | UNRESTRICTED GENERAL | $3,445 |
| SOCIETY OF ST JOHN THE CAMBRIDGE, MA | UNRESTRICTED GENERAL | $3,445 |
| BOS UNIVI DEVELOP & ALUMNI BOSTON, MA | UNRESTRICTED GENERAL | $4,597 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $8,917 |
Frequently Asked Questions
How large is Helen Woodman Charitable Trust?
As of 2025, Helen Woodman Charitable Trust holds $529K in total assets with $50K in annual revenue. It awarded 6 grants totaling $28K in 2025.
Where does Helen Woodman Charitable Trust operate?
Helen Woodman Charitable Trust has awarded grants in Massachusetts.
What size grants does Helen Woodman Charitable Trust award?
In 2025, Helen Woodman Charitable Trust awarded 6 grants totaling $28K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Helen Woodman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen Woodman Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Helen Woodman Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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