Helena Bulson Tr Uw FBO Bennett 001152
Helena Bulson Tr Uw FBO Bennett 001152 is a private foundation, based in Oneonta, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $49K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $2K.
Helena Bulson Tr Uw FBO Bennett 001152 at a glance
In short: Helena Bulson Tr Uw FBO Bennett 001152 gave $2K across 1 grant in 2025 (avg $2K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,264
- +2.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,264
- +2.4% vs 2024
- Median grant
- $2,264
- Total assets
- $49,035
- -1.9% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Helena Bulson Tr Uw FBO Bennett 001152 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Church of the Holy Spirit ($2K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Helena Bulson Tr Uw FBO Bennett 001152 gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 99% 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 $1K (2020) to $3K (2022). In 2025 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Church of the Holy Spirit Schenevus, NY | General Support | $2,264 |
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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 | $49,035 | $2,998 | $3,952 | $2,264 | 1 | $2,594 | $1,656 | $2,621 |
| 2024 | $49,988 | $2,922 | $3,875 | $2,211 | 1 | $2,539 | $1,578 | $2,592 |
| 2023 | $50,935 | $723 | $3,985 | $2,319 | 1 | $2,635 | $18 | $2,527 |
| 2022 | $54,243 | $3,029 | $4,005 | $2,566 | 1 | $2,909 | $1,966 | $2,662 |
| 2021 | $55,265 | $4,945 | $3,008 | $1,609 | 1 | $1,982 | $3,888 | $2,939 |
| 2020 | $53,384 | $2,743 | $2,800 | $1,456 | 1 | — | $1,741 | $2,717 |
Under IRS private-foundation payout rules, Helena Bulson Tr Uw FBO Bennett 001152 reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helena Bulson Tr Uw FBO Bennett 001152's only listed officer is Community Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Community Bank NA
Trustee
On filings since 2020
1 hr/week
$688 (2020) → $661 (2025)
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 $661, to Community Bank NA (Trustee).
Frequently asked questions about Helena Bulson Tr Uw FBO Bennett 001152
How much does Helena Bulson Tr Uw FBO Bennett 001152 give each year?
Helena Bulson Tr Uw FBO Bennett 001152 gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2K across 1 grant.
How large is Helena Bulson Tr Uw FBO Bennett 001152?
Helena Bulson Tr Uw FBO Bennett 001152 reported $49K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $3K (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.
Where does Helena Bulson Tr Uw FBO Bennett 001152 operate?
Helena Bulson Tr Uw FBO Bennett 001152 has awarded grants in New York.
What is Helena Bulson Tr Uw FBO Bennett 001152's EIN?
Helena Bulson Tr Uw FBO Bennett 001152's EIN (Employer Identification Number) is 16-6352905. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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