HELEN B WATERS CHARITABLE TRUST XXXXX4009
Total Given 2018–2023
$61K
10 grants · $10K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$6K
typical small grants · $6K–$6K
grant size
100%
deep partner · 2/2 multi-year
repeat
$340K
Assets · 2021
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8004962583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $12K | $246K | $17K | 2 |
| 2019 | N/A | $284K | $17K | N/A |
| 2020 | $12K | $304K | $19K | 2 |
| 2021 | $12K | $340K | $20K | 2 |
| 2022 | $14K | $268K | $6K | 2 |
| 2023 | $12K | $301K | $14K | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$6K
25th Pctl
$6K
Median
$6K
Average
$6K
75th Pctl
$6K
Maximum
$7K
Geographic Distribution
Officers & Directors
| Name | Title |
|---|---|
| JP MORGAN CHASE BANK NA | TRUSTEE |
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| MIDDLEBURY CONGREGATIONAL CHURCH | MIDDLEBURY, CT | $6,990 | GENERAL | 2022 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $6,990 | GENERAL | 2022 |
| MIDDLEBURY CONGREGATIONAL CHURCH | MIDDLEBURY, CT | $6,101 | GENERAL | 2023 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $6,101 | GENERAL | 2023 |
| MIDDLEBURY CONGREGATIONAL CHURCH | MIDDLEBURY, CT | $5,896 | GENERAL | 2020 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $5,896 | GENERAL | 2020 |
| MIDDLEBURY CONGREGATIONAL CHURCH | MIDDLEBURY, CT | $5,876 | GENERAL | 2021 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $5,876 | GENERAL | 2021 |
| MIDDLEBURY CONGREGATIONAL CHURCH | MIDDLEBURY, CT | $5,773 | GENERAL | 2018 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $5,773 | GENERAL | 2018 |