Burr Helen Trust Ua
EIN 066027507 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$168K
24 grants · $21K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$7K
typical small grants · $6K–$7K
grant size
86%
deep partner · 6/7 multi-year
repeat
$687K
Assets (2023)
7
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $24K | $586K | $8K | 4 |
| 2018 | $28K | $568K | $51K | 4 |
| 2019 | N/A | $666K | $39K | N/A |
| 2020 | $30K | $739K | $53K | 4 |
| 2021 | $30K | $801K | $139K | 4 |
| 2022 | $34K | $617K | $-14K | 4 |
| 2023 | $22K | $687K | $20K | 4 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$5K
25th Pctl
$6K
Median
$7K
Average
$7K
75th Pctl
$7K
Maximum
$9K
Geographic Distribution
Officers & Directors
BA
Bank of America
7+ yrs
Trustee
BA
Bank of America
7+ yrs
Trustee
BA
Bank of America
7+ yrs
Trustee
BA
Bank of America
7+ yrs
Trustee
BA
Bank of America
7+ yrs
Trustee
BA
Bank of America
7+ yrs
Trustee
BA
Bank of America
7+ yrs
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| Treas South Congregational | Middletown, CT | $9,128 | UNRESTRICTED GENERAL | 2020 |
| Wellesley College | Wellesley, MA | $8,496 | FOR SCHOLARSHIP ASSISTANCE | 2022 |
| Middlesex United Way Inc | Middletown, CT | $8,496 | UNRESTRICTED GENERAL | 2022 |
| South Congregational Church | Middletown, CT | $8,496 | UNRESTRICTED GENERAL | 2022 |
| Connecticut Childrens Medical Center | Hartford, CT | $8,496 | UNRESTRICTED GENERAL | 2022 |
| Wellesley College | Wellesley, MA | $7,476 | FOR SCHOLARSHIP ASSISTANCE | 2020 |
| Middlesex United Way Inc | Middletown, CT | $7,476 | UNRESTRICTED GENERAL | 2020 |
| Wellesley College | Wellesley, MA | $7,438 | FOR SCHOLARSHIP ASSISTANCE | 2021 |
| Middlesex United Way Inc | Middletown, CT | $7,438 | UNRESTRICTED GENERAL | 2021 |
| South Congregational Church | Middletown, CT | $7,438 | UNRESTRICTED GENERAL | 2021 |
| Connecticut Childrens Medical Center | Hartford, CT | $7,438 | UNRESTRICTED GENERAL | 2021 |
| Wellesley College | Wellesley, MA | $7,064 | FOR SCHOLARSHIP ASSISTANCE | 2018 |
| Connecticut Childrens Med Ctr | Hartford, CT | $7,064 | UNRESTRICTED GENERAL | 2018 |
| Treas South Cong Ch | Middletown, CT | $7,064 | UNRESTRICTED GENERAL | 2018 |
| Middlesex United Way Inc | Middletown, CT | $7,064 | UNRESTRICTED GENERAL | 2018 |
| Wellesley College | Wellesley, MA | $5,910 | FOR SCHOLARSHIP ASSISTANCE | 2016 |
| Connecticut Childrens Med Ctr | Hartford, CT | $5,910 | UNRESTRICTED GENERAL | 2016 |
| Treas South Cong Ch | Middletown, CT | $5,910 | UNRESTRICTED GENERAL | 2016 |
| Middlesex United Way Inc | Middletown, CT | $5,910 | UNRESTRICTED GENERAL | 2016 |
| Connecticut Childrens Med Ctr | Hartford, CT | $5,824 | UNRESTRICTED GENERAL | 2020 |
| Wellesley College | Wellesley, MA | $5,498 | FOR SCHOLARSHIP ASSISTANCE | 2023 |
| Middlesex United Way Inc | Middletown, CT | $5,498 | UNRESTRICTED GENERAL | 2023 |
| South Congregational Church | Middletown, CT | $5,498 | UNRESTRICTED GENERAL | 2023 |
| Connecticut Childrens Medical Center | Hartford, CT | $5,498 | UNRESTRICTED GENERAL | 2023 |