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Helen Burr Trust Ua 1-17-40 123062 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1978. The principal officer is Conn Bank & Trust Co. It holds total assets of $610K. Annual income is reported at $144K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Connecticut and Massachusetts. According to available records, Helen Burr Trust Ua 1-17-40 123062 has made 16 grants totaling $116K, with a median grant of $7K. Annual giving has decreased from $30K in 2020 to $22K in 2023. Grantmaking activity was highest in 2022 with $34K distributed across 4 grants. Individual grants have ranged from $5K to $9K, with an average award of $7K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Connecticut and Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$6K
Median Grant
$7K
Average Grant
$7K
Largest Grant
$9K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen Burr Trust Ua 1-17-40 123062 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in CT, MA.
Helen Burr Trust Ua 1-17-40 123062 has distributed a total of $116K across 16 grants. The median grant size is $7K, with an average of $7K. Individual grants have ranged from $5K to $9K.
Helen Burr Trust Ua 1-17-40 123062 typically selects its grantees rather than accepting unsolicited proposals.
Helen Burr Trust Ua 1-17-40 123062 is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $9K | $0 | $9K |
Total Giving
$33K
Total Assets
$590K
Fair Market Value
$687K
Net Worth
$590K
Grants Paid
$22K
Contributions
N/A
Net Investment Income
$11K
Distribution Amount
$32K
Total Grants
16
Total Giving
$116K
Average Grant
$7K
Median Grant
$7K
Unique Recipients
6
Most Common Grant
$7K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Middlesex United Way IncUNRESTRICTED GENERAL | Middletown, CT | $5K | 2023 |
| South Congregational ChurchUNRESTRICTED GENERAL | Middletown, CT | $5K | 2023 |
| Connecticut Childrens Medical CenterUNRESTRICTED GENERAL | Hartford, CT | $5K | 2023 |
| Wellesley CollegeFOR SCHOLARSHIP ASSISTANCE | Wellesley, MA | $5K | 2023 |
| Treas South CongregationalUNRESTRICTED GENERAL | Middletown, CT | $9K | 2020 |
| Connecticut Childrens Med CtrUNRESTRICTED GENERAL | Hartford, CT | $6K | 2020 |