Rhoda M Hellmann Trust Uw

DALLAS, TX EIN: 06-6263709

Rhoda M Hellmann Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.7M in total assets. In 2024, it awarded 1 grants totaling $526K. Net investment income was $550K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.7M

-0.0% YoY

Annual Giving

$526K

+31.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$526K

+31.1% YoY

Under IRS private-foundation payout rules, Rhoda M Hellmann Trust Uw reported a distributable amount of $675K for 2024 — the minimum it must pay out in qualifying distributions.

About Rhoda M Hellmann Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $2.5M (100%)

States

Connecticut

Cities

Waterbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$10,686,164	$10,691,022	$10,765,869
Revenue	$636,593	$417,036	$233,846
Expenses	$640,286	$491,908	$597,220
Qualifying Distributions	$568,933	$434,748	$535,160
Net Investment Income	$550,053	$356,135	$179,954
Distributable Amount	$674,749	$595,608	$597,179

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Mary's Hospital ($525,741).

Recipient	Purpose	Amount
ST MARY'S HOSPITAL WATERBURY, CT	UNRESTRICTED GENERAL	$525,741

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$93,942

Frequently Asked Questions

How large is Rhoda M Hellmann Trust Uw?

As of 2024, Rhoda M Hellmann Trust Uw holds $10.7M in total assets with $637K in annual revenue. It awarded 1 grants totaling $526K in 2024.

Where does Rhoda M Hellmann Trust Uw operate?

Rhoda M Hellmann Trust Uw has awarded grants in Connecticut.

What size grants does Rhoda M Hellmann Trust Uw award?

In 2024, Rhoda M Hellmann Trust Uw awarded 1 grants totaling $526K — an average of about $526K per grant, based on its IRS Form 990 filings.

How much is Rhoda M Hellmann Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rhoda M Hellmann Trust Uw reported a distributable amount of $675K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.