Funder DirectoryHELEN P GUNDERSON TRUST
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Private foundation (trust)EIN 936138283Est. 1980-09

HELEN P GUNDERSON TRUST

DALLAS, TX 752653067

Total Assets

$4.4M

FY 2023

Annual Giving

$127K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$32K

FY 2023

Grant Range

$32K–$32K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$173K

Total Expenses

$183K

Qualifying Distributions

$149K

Distributable Amount

$202K

Min. Investment Return

$204K

Undistributed Income

$162K

Payout rate 74%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.74%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $150K in 2021. Hover bars for details.

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

Top Recipients

20 grants

SHRINERS HOSPITALS FOR
$159K
5 grants
TRINITY EPISCOPAL CATHEDRAL
$159K
5 grants
TUCKER-MAXON ORAL SCHOOL
$159K
5 grants
ALBERTINA KERR CENTERS
$159K
5 grants

Grant Size Distribution

20 grants

<$10K
$10–50K
20
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Oregon
$478K
75% of total
Florida
$159K
25% of total

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HELEN P GUNDERSON TRUST — Grants, Financials & Contact | Grantivo