Funder DirectoryHELEN WARDMAN NASELLI TES TR
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Private foundation (trust)EIN 526239477Est. 1990-01

HELEN WARDMAN NASELLI TES TR

ORLANDO, FL 328919798

Total Assets

$9.4M

FY 2024

Annual Giving

$365K

FY 2024

Grants Made

8

FY 2024

Avg Grant

$46K

FY 2024

Grant Range

$46K–$46K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$272K

Total Expenses

$433K

Qualifying Distributions

$396K

Distributable Amount

$456K

Min. Investment Return

$459K

Undistributed Income

$10K

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $498K in 2022. Hover bars for details.

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

Top Recipients

48 grants

ST ALBAN'S CHURCH
$295K
6 grants
AMERICAN HEART ASSOCIATION
$295K
6 grants
SIBLEY MEMORIAL HOSPITAL
$295K
6 grants
AMERICAN CANCER SOCIETY
$295K
6 grants
COLUMBIA LIGHTHOUSE FOR THE
$295K
6 grants
SEABURY RESOURCES FOR AGING
$295K
6 grants
LITTLE SISTERS OF THE POOR
$295K
6 grants
GEORGETOWN UNIVERSITY HOSPITAL
$249K
5 grants

Grant Size Distribution

48 grants

<$10K
$10–50K
40
grants
$50–250K
8
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

District of Columbia
$1.8M
75% of total
Oklahoma
$295K
13% of total
Florida
$203K
9% of total
Texas
$92K
4% of total

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