Tr Uw Lena S Helm Charitable
EIN 756465300Total Given 2016–2024
$98K
35 grants · $11K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$3K
typical micro grants · $3K–$3K
grant size
89%
deep partner · 8/9 multi-year
repeat
$384K
Assets (2024)
9
Distinct Recipients
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 | $11K | $316K | $2K | 5 |
| 2018 | $14K | $304K | $27K | 5 |
| 2020 | $15K | $392K | $25K | 5 |
| 2021 | $15K | $424K | $77K | 5 |
| 2022 | $17K | $325K | $-8K | 5 |
| 2023 | $11K | $360K | $11K | 5 |
| 2024 | $14K | $384K | $34K | 5 |
Grant Size Distribution
Based on 35 grants on record
Minimum
$1K
25th Pctl
$3K
Median
$3K
Average
$3K
75th Pctl
$3K
Maximum
$4K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
Grants Awarded (35 total)
| Purpose | ||||
|---|---|---|---|---|
| Methodist Childrens' Home | Waco, TX | $3,844 | UNRESTRICTED GENERAL | 2022 |
| Clifton Lutheran Sunset Home | Clifton, TX | $3,844 | UNRESTRICTED GENERAL | 2022 |
| First United Methodist Church | Clifton, TX | $3,844 | UNRESTRICTED GENERAL | 2022 |
| Clifton Civic Society-Nellie Pederson | Clifton, TX | $3,844 | UNRESTRICTED GENERAL | 2022 |
| Methodist Childrens' Home | Waco, TX | $3,295 | UNRESTRICTED GENERAL | 2020 |
| Clifton Lutheran Sunset Home | Clifton, TX | $3,295 | UNRESTRICTED GENERAL | 2020 |
| First United Methodist Church | Clifton, TX | $3,295 | UNRESTRICTED GENERAL | 2020 |
| Clifton Civic Imp Society for | Clifton, TX | $3,295 | UNRESTRICTED GENERAL | 2020 |
| Methodist Childrens' Home | Waco, TX | $3,291 | UNRESTRICTED GENERAL | 2021 |
| Clifton Lutheran Sunset Home | Clifton, TX | $3,291 | UNRESTRICTED GENERAL | 2021 |
| First United Methodist Church | Clifton, TX | $3,291 | UNRESTRICTED GENERAL | 2021 |
| Clifton Civic Society for Nellie | Clifton, TX | $3,291 | UNRESTRICTED GENERAL | 2021 |
| Methodist Childrens Home | Waco, TX | $3,218 | UNRESTRICTED GENERAL | 2018 |
| Clifton Lutheran Sunset Home | Clifton, TX | $3,218 | UNRESTRICTED GENERAL | 2018 |
| First United Methodist Church | Clifton, TX | $3,218 | UNRESTRICTED GENERAL | 2018 |
| Clifton Civic Imp Society for | Clifton, TX | $3,218 | UNRESTRICTED GENERAL | 2018 |
| Methodist Childrens' Home | Waco, TX | $3,160 | UNRESTRICTED GENERAL | 2024 |
| Clifton Lutheran Sunset Home | Clifton, TX | $3,160 | UNRESTRICTED GENERAL | 2024 |
| First United Methodist Church | Clifton, TX | $3,160 | UNRESTRICTED GENERAL | 2024 |
| Clifton Civic Society-Nellie Pederson | Clifton, TX | $3,160 | UNRESTRICTED GENERAL | 2024 |
| Methodist Childrens' Home | Waco, TX | $2,527 | UNRESTRICTED GENERAL | 2023 |
| Clifton Lutheran Sunset Home | Clifton, TX | $2,527 | UNRESTRICTED GENERAL | 2023 |
| First United Methodist Church | Clifton, TX | $2,527 | UNRESTRICTED GENERAL | 2023 |
| Clifton Civic Society-Nellie Pederson | Clifton, TX | $2,527 | UNRESTRICTED GENERAL | 2023 |
| Methodist Childrens Home | Waco, TX | $2,521 | UNRESTRICTED GENERAL | 2016 |