Tr Uw Lena S Helm Charitable
Tr Uw Lena S Helm Charitable is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $333K in total assets. In 2025, it awarded 5 grants totaling $16K. Net investment income was $30K.
Tr Uw Lena S Helm Charitable at a glance
In short: Tr Uw Lena S Helm Charitable gave $16K across 5 grants in 2025 (avg $3K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,999
- +12.5% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $3,200
- +12.5% vs 2024
- Median grant
- $3,555
- Total assets
- $332,736
- +3.2% vs 2024
- Primary geography
- Texas (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 Tr Uw Lena S Helm Charitable funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Methodist Childrens' Home ($4K). Together the top 5 received $16K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Tr Uw Lena S Helm Charitable gives
- Giving held roughly steady from 2022 to 2025 (−8%). 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 $11K (2023) to $17K (2022). In 2025 it made 5 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Methodist Childrens' Home Waco, TX | Unrestricted General | $3,555 |
| Clifton Lutheran Sunset Home Clifton, TX | Unrestricted General | $3,555 |
| First United Methodist Church Clifton, TX | Unrestricted General | $3,555 |
| Clifton Civic Society-Nellie Pederson Clifton, TX | Unrestricted General | $3,555 |
| Bosque Arts Center Clifton, TX | Unrestricted General | $1,779 |
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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 | $332,736 | $35,619 | $25,341 | $15,999 | 5 | $19,286 | $30,136 | $19,335 |
| 2024 | $322,365 | $33,553 | $22,691 | $14,221 | 5 | $17,359 | $28,007 | $18,276 |
| 2023 | $311,849 | $10,792 | $19,164 | $11,372 | 5 | $14,317 | $4,872 | $16,742 |
| 2022 | $320,355 | $-8,253 | $27,664 | $17,299 | 5 | $20,591 | $1,237 | $17,348 |
| 2021 | $356,267 | $76,515 | $23,766 | $14,810 | 5 | $18,092 | $70,722 | $19,457 |
| 2020 | $303,112 | $24,706 | $23,578 | $14,828 | 5 | — | $19,399 | $16,773 |
| 2019 | $302,014 | $20,548 | $20,182 | $11,459 | 5 | — | $16,222 | $16,343 |
Under IRS private-foundation payout rules, Tr Uw Lena S Helm Charitable reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Lena S Helm Charitable's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$7K (2021) → $7K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — 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
The highest reported compensation on the 2025 filing was $7K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw Lena S Helm Charitable
How much does Tr Uw Lena S Helm Charitable give each year?
Tr Uw Lena S Helm Charitable gave $16K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 5 grants.
What is Tr Uw Lena S Helm Charitable's typical grant size?
Tr Uw Lena S Helm Charitable's median grant in 2025 was $3,555, and its average grant was $3,200, across 5 grants on its 2025 IRS Form 990-PF.
Where does Tr Uw Lena S Helm Charitable give grants?
Tr Uw Lena S Helm Charitable gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Clifton, TX (4 grants).
Does Tr Uw Lena S Helm Charitable give general operating support?
Yes: 100% of Tr Uw Lena S Helm Charitable's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr Uw Lena S Helm Charitable's largest grantees?
Tr Uw Lena S Helm Charitable's largest 2025 grantees include Methodist Childrens' Home ($3,555), Clifton Lutheran Sunset Home ($3,555) and First United Methodist Church ($3,555), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is Tr Uw Lena S Helm Charitable?
Tr Uw Lena S Helm Charitable reported $333K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $19K (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 Tr Uw Lena S Helm Charitable's EIN?
Tr Uw Lena S Helm Charitable's EIN (Employer Identification Number) is 75-6465300. 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 April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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