Funder DirectoryTR UW LENA S HELM CHARITABLE
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Private foundation (trust)EIN 756465300Est. 1996-02

TR UW LENA S HELM CHARITABLE

DALLAS, TX 752653067

Total Assets

$384K

FY 2024

Annual Giving

$14K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$2K–$3K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$34K

Total Expenses

$23K

Qualifying Distributions

$17K

Distributable Amount

$18K

Min. Investment Return

$19K

Undistributed Income

$3K

Payout rate 95%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.95%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $2K through median $3K to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $17K in 2022. Hover bars for details.

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

Top Recipients

30 grants

FIRST UNITED METHODIST CHURCH
$19K
6 grants
CLIFTON LUTHERAN SUNSET HOME
$19K
6 grants
METHODIST CHILDRENS' HOME
$16K
5 grants
BOSQUE ARTS CENTER
$10K
6 grants
CLIFTON CIVIC SOCIETY-NELLIE PEDERSON
$10K
3 grants
CLIFTON CIVIC IMP SOCIETY FOR
$7K
2 grants
CLIFTON CIVIC SOCIETY FOR NELLIE
$3K
1 grant
METHODIST CHILDRENS HOME
$3K
1 grant

Grant Size Distribution

30 grants

<$10K
30
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Texas
$87K
100% of total

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TR UW LENA S HELM CHARITABLE — Grants, Financials & Contact | Grantivo