Funder DirectoryBURR HELEN TRUST UA
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Private foundation (trust)EIN 066027507Est. 1978-06

BURR HELEN TRUST UA

DALLAS, TX 752653067

Total Assets

$687K

FY 2023

Annual Giving

$22K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$5K–$5K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$20K

Total Expenses

$33K

Qualifying Distributions

$26K

Distributable Amount

$32K

Min. Investment Return

$32K

Undistributed Income

$6K

Payout rate 82%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.82%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2023. Peak $34K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

24 grants

WELLESLEY COLLEGE
$42K
6 grants
MIDDLESEX UNITED WAY INC
$42K
6 grants
CONNECTICUT CHILDRENS MEDICAL CENTER
$21K
3 grants
SOUTH CONGREGATIONAL CHURCH
$21K
3 grants
CONNECTICUT CHILDRENS MED CTR
$19K
3 grants
TREAS SOUTH CONG CH
$13K
2 grants
TREAS SOUTH CONGREGATIONAL
$9K
1 grant

Grant Size Distribution

24 grants

<$10K
24
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Connecticut
$126K
75% of total
Massachusetts
$42K
25% of total

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BURR HELEN TRUST UA — Grants, Financials & Contact | Grantivo