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.

Key facts about J Helmsworth Tr - GTR Cinti Fdn

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.

EIN
31-6678067
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,504
Grants made (2025)
1
Average grant
$30,504
Median grant
$30,504
Total assets
$545,461
Primary geography
Ohio (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$545K

+6.2% YoY

Annual Giving

$31K

+11.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$31K

+11.3% YoY

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.

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.

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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

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.

Grant Insights

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%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Greater Cincinnati Foundation Cincinnati, OHGeneral Operating$30,504

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$545,461$513,672$525,311
Revenue$75,782$27,718$24,106
Expenses$43,855$39,351$39,790
Qualifying Distributions$33,397$29,401$30,586
Net Investment Income$65,090$17,951$14,839
Distributable Amount$34,477$32,498$29,298

Data update history

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

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.

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