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Helen Wade Greene Charitable Trust is a private trust based in FORT MILL, SC. The foundation received its IRS ruling in 1958. The principal officer is Private Trust Company N A. It holds total assets of $10.2M. Annual income is reported at $1.1M. Total assets have grown from $8.9M in 2011 to $11.1M in 2023. 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 Ohio and Massachusetts. According to available records, Helen Wade Greene Charitable Trust has made 18 grants totaling $1.2M, with a median grant of $18K. Annual giving has decreased from $670K in 2020 to $530K in 2022. Individual grants have ranged from $5K to $550K, with an average award of $67K. The foundation has supported 10 unique organizations. Grants have been distributed to organizations in Massachusetts and Ohio. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$14K
Average Grant
$67K
Largest Grant
$550K
Based on 10 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 Wade Greene Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in MA, OH.
Helen Wade Greene Charitable Trust has distributed a total of $1.2M across 18 grants. The median grant size is $18K, with an average of $67K. Individual grants have ranged from $5K to $550K.
Helen Wade Greene Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Helen Wade Greene Charitable Trust is headquartered in FORT MILL, SC. While based in SC, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| The Private Trust Company Na | TRUSTEE | $43K | $0 | $43K |
Total Giving
$636K
Total Assets
$11.1M
Fair Market Value
$14.8M
Net Worth
$11.1M
Grants Paid
$530K
Contributions
N/A
Net Investment Income
$310K
Distribution Amount
$712K
Total: $8.6M
Total Grants
18
Total Giving
$1.2M
Average Grant
$67K
Median Grant
$18K
Unique Recipients
10
Most Common Grant
$18K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Edward Lee And Slocomb Hollis PerryGENERAL FINANCIAL SUPPORT | Chestnut Hill, MA | $410K | 2022 |
| University Hospitals Of ClevelandGENERAL FINANCIAL SUPPORT | Cleveland, OH | $41K | 2022 |
| Musical Arts AssociationGENERAL FINANCIAL SUPPORT | Cleveland, OH | $25K | 2022 |
| Case Western Reserve UniversityGENERAL FINANCIAL SUPPORT | Cleveland, OH | $18K | 2022 |
| Central School Of Practical Nursing IncGENERAL FINANCIAL SUPPORT | Independence, OH | $18K | 2022 |
| Beech BrookGENERAL FINANCIAL SUPPORT | Pepper Pike, OH | $8K | 2022 |
| Hospice Of The Western ReserveGENERAL FINANCIAL SUPPORT | Cleveland, OH | $5K | 2022 |
| United Way Of Greater ClevelandGENERAL FINANCIAL SUPPORT | Cleveland, OH | $5K | 2022 |
| Cleveland Museum Of ArtGENERAL FINANCIAL SUPPORT | Cleveland, OH | $26K | 2020 |
| Cleveland Institute Of ArtGENERAL FINANCIAL SUPPORT | Cleveland, OH | $10K | 2020 |
LAKE CITY, SC
CHARLESTON, SC
COLUMBIA, SC