Tr Uw Lena S Helm Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $322K in total assets. In 2024, it awarded 5 grants totaling $14K. Net investment income was $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$322K
+3.4% YoY
Annual Giving
$14K
+25.1% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$3K
+25.1% YoY
Under IRS private-foundation payout rules, Tr Uw Lena S Helm Charitable reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Uw Lena S Helm Charitable
Based on IRS filings
Tr Uw Lena S Helm Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $322K in total assets. In 2024, it awarded 5 grants totaling $14K. Net investment income was $28K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $322,365 | $311,849 | $320,355 |
| Revenue | $33,553 | $10,792 | $-8,253 |
| Expenses | $22,691 | $19,164 | $27,664 |
| Qualifying Distributions | $17,359 | $14,317 | $20,591 |
| Net Investment Income | $28,007 | $4,872 | $1,237 |
| Distributable Amount | $18,276 | $16,742 | $17,348 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Methodist Childrens' Home ($3,160), Clifton Lutheran Sunset Home ($3,160), First United Methodist Church ($3,160).
| Recipient | Purpose | Amount |
|---|---|---|
| METHODIST CHILDRENS' HOME WACO, TX | UNRESTRICTED GENERAL | $3,160 |
| CLIFTON LUTHERAN SUNSET HOME CLIFTON, TX | UNRESTRICTED GENERAL | $3,160 |
| FIRST UNITED METHODIST CHURCH CLIFTON, TX | UNRESTRICTED GENERAL | $3,160 |
| BOSQUE ARTS CENTER CLIFTON, TX | UNRESTRICTED GENERAL | $1,581 |
| CLIFTON CIVIC SOCIETY-NELLIE PEDERSON CLIFTON, TX | UNRESTRICTED GENERAL | $3,160 |
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 | $6,596 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tr Uw Lena S Helm Charitable?
Tr Uw Lena S Helm Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $322K in total assets as of 2024.
How large is Tr Uw Lena S Helm Charitable?
As of 2024, Tr Uw Lena S Helm Charitable holds $322K in total assets with $34K in annual revenue. It awarded 5 grants totaling $14K in 2024.
Where does Tr Uw Lena S Helm Charitable operate?
Tr Uw Lena S Helm Charitable has awarded grants in Texas.
What size grants does Tr Uw Lena S Helm Charitable award?
In 2024, Tr Uw Lena S Helm Charitable awarded 5 grants totaling $14K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Tr Uw Lena S Helm Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Lena S Helm Charitable reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Tr Uw Lena S Helm Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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