Helm Willis C Charitable Trust
Helm Willis C Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 4 grants totaling $65K. Net investment income was $81K.
Helm Willis C Charitable Trust at a glance
In short: Helm Willis C Charitable Trust gave $65K across 4 grants in 2025 (avg $16K), top state Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,000
- +4.8% vs 2024
- Grants made (2025)
- 4
- -33.3% vs 2024
- Average grant
- $16,250
- +57.3% vs 2024
- Median grant
- $15,000
- Total assets
- $1,250,477
- +0.6% vs 2024
- Primary geography
- Minnesota (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Helm Willis C Charitable Trust
Open Grants
1 open opportunity from Helm Willis C Charitable Trust
Who Helm Willis C Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Vision Loss Resources Incorporated ($25K). Together the top 4 received $65K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Helm Willis C Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 100% 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 2019 to 2025, annual grant giving ranged from $62K (2024) to $73K (2022). In 2025 it made 4 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vision Loss Resources Incorporated Little Canada, MN | General Operating | $25,000 |
| Father Flanagans Boys Home Boys Town, NE | General Operating | $15,000 |
| Berea College Berea, KY | General Operating | $15,000 |
| The Partnership for Inner-City Education New York, NY | General Operating | $10,000 |
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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 | $1,250,477 | $97,904 | $89,816 | $65,000 | 4 | $72,084 | $81,076 | $72,217 |
| 2024 | $1,243,001 | $73,579 | $87,020 | $62,000 | 6 | $70,376 | $56,802 | $70,123 |
| 2023 | $1,256,030 | $2,040 | $85,606 | $65,000 | 5 | $70,915 | $48,521 | $64,492 |
| 2022 | $1,353,937 | $43,875 | $94,700 | $73,000 | 9 | $79,001 | $28,605 | $72,461 |
| 2021 | $1,348,461 | $106,937 | $90,345 | $65,000 | 8 | $71,412 | $90,469 | $81,912 |
| 2020 | $1,332,453 | $147,552 | $86,226 | $65,000 | 8 | — | $133,406 | $65,767 |
| 2019 | $1,267,468 | $126,560 | $87,408 | $65,000 | 8 | — | $112,122 | $67,545 |
Under IRS private-foundation payout rules, Helm Willis C Charitable Trust reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helm Willis C Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$18K (2019) → $22K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $22K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Helm Willis C Charitable Trust
How much does Helm Willis C Charitable Trust give each year?
Helm Willis C Charitable Trust gave $65K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 6 grants.
What is Helm Willis C Charitable Trust's typical grant size?
Helm Willis C Charitable Trust's median grant in 2025 was $15,000, and its average grant was $16,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does Helm Willis C Charitable Trust give grants?
Helm Willis C Charitable Trust's top state is Minnesota, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Nebraska (23%) and Kentucky (23%).
Does Helm Willis C Charitable Trust give general operating support?
Yes: 100% of Helm Willis C Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helm Willis C Charitable Trust?
Helm Willis C Charitable Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $72K in qualifying distributions that year, against a required minimum of $72K (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.
What is Helm Willis C Charitable Trust's EIN?
Helm Willis C Charitable Trust's EIN (Employer Identification Number) is 41-6385896. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
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