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Helen Paulson Gunderson Trust 6415 9301 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1980. The principal officer is Oregon Bank Trust. It holds total assets of $2.2M. Annual income is reported at $427K. 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 2020 to 2023. The foundation primarily funds organizations in Oregon and Florida. According to available records, Helen Paulson Gunderson Trust 6415 9301 has made 16 grants totaling $540K, with a median grant of $34K. The foundation has distributed between $120K and $300K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $300K distributed across 8 grants. Individual grants have ranged from $30K to $38K, with an average award of $34K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in Oregon and Florida. Contributions to this foundation are tax-deductible.
Smallest Grant
$38K
Median Grant
$38K
Average Grant
$38K
Largest Grant
$38K
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 Paulson Gunderson Trust 6415 9301 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 OR, FL.
Helen Paulson Gunderson Trust 6415 9301 has distributed a total of $540K across 16 grants. The median grant size is $34K, with an average of $34K. Individual grants have ranged from $30K to $38K.
Helen Paulson Gunderson Trust 6415 9301 typically selects its grantees rather than accepting unsolicited proposals.
Helen Paulson Gunderson Trust 6415 9301 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 | $44K | $0 | $44K |
Total Giving
$168K
Total Assets
$2.2M
Fair Market Value
$3.6M
Net Worth
$2.2M
Grants Paid
$120K
Contributions
N/A
Net Investment Income
$94K
Distribution Amount
$171K
Total Grants
16
Total Giving
$540K
Average Grant
$34K
Median Grant
$34K
Unique Recipients
4
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Tucker-Maxon Oral SchoolUNRESTRICTED GENERAL | Portland, OR | $30K | 2023 |
| Shriners Hospitals ForUNRESTRICTED GENERAL | Tampa, FL | $30K | 2023 |
| Trinity Episcopal CathedralUNRESTRICTED GENERAL | Portland, OR | $30K | 2023 |
| Albertina Kerr CentersUNRESTRICTED GENERAL | Portland, OR | $30K | 2023 |