J Helmsworth Tr - GTR Cinti Fdn

Private foundation · Grantmaker Eagan, MN EIN: 31-6678067

J Helmsworth Tr - GTR Cinti Fdn is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $545K in total assets. In 2025, it awarded 1 grant totaling $31K. Net investment income was $65K.

J Helmsworth Tr - GTR Cinti Fdn at a glance

In short: J Helmsworth Tr - GTR Cinti Fdn gave $31K across 1 grant in 2025 (avg $31K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$30,504
+11.3% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$30,504
+11.3% vs 2024
Median grant
$30,504
Total assets
$545,461
+6.2% vs 2024
Primary geography
Ohio (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 J Helmsworth Tr - GTR Cinti Fdn funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Greater Cincinnati Foundation: $31KGreater Cincinnati Foundation$31K

The largest 2025 recipient was Greater Cincinnati Foundation ($31K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

CincinnatiCincinatti

How J Helmsworth Tr - GTR Cinti Fdn gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 97% 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

$0$10K$20K$30K$40K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $26K (2021) to $33K (2022). In 2025 it made 1 grant totaling $31K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Greater Cincinnati Foundation Cincinnati, OHGeneral Operating$30,504
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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$545,461$75,782$43,855$30,5041$33,397$65,090$34,477
2024$513,672$27,718$39,351$27,4071$29,401$17,951$32,498
2023$525,311$24,106$39,790$28,6951$30,586$14,839$29,298
2022$540,992$24,858$44,623$32,9371$34,900$15,447$30,658
2021$560,762$25,987$39,068$26,2591$28,370$14,541$35,048
2020$573,847$6,766$50,954$26,5821—$3,343$29,739
2019$618,037$98,287$42,941$30,7211—$88,735$29,841

Under IRS private-foundation payout rules, J Helmsworth Tr - GTR Cinti Fdn reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

J Helmsworth Tr - GTR Cinti Fdn's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $10K (2019) → $11K (2025)

Former officers (1)
  • Former: US Bank NA (2024) — Trustee

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

US Bank N a — Trustee: $11KUS Bank N aTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to US Bank N a (Trustee).

Frequently asked questions about J Helmsworth Tr - GTR Cinti Fdn

How much does J Helmsworth Tr - GTR Cinti Fdn give each year?

J Helmsworth Tr - GTR Cinti Fdn gave $31K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 1 grant.

How large is J Helmsworth Tr - GTR Cinti Fdn?

J Helmsworth Tr - GTR Cinti Fdn reported $545K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $34K (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 J Helmsworth Tr - GTR Cinti Fdn operate?

J Helmsworth Tr - GTR Cinti Fdn has awarded grants in Ohio.

What is J Helmsworth Tr - GTR Cinti Fdn's EIN?

J Helmsworth Tr - GTR Cinti Fdn's EIN (Employer Identification Number) is 31-6678067. 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

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. IRS filings on file for fiscal years 2019–2024

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

Figures come from J Helmsworth Tr - GTR Cinti Fdn'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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