DALLAS, TX

Rhoda M Hellman Test Trust

Quick Facts

EIN: 066263709
Location: DALLAS, TX
Phone: (888) 866-3275
Category: General
Total Assets: $10.7M
Annual Income: $3.1M
IRS Ruling Year: 1984
Organization Type: Non-Operating Foundation
Principal Officer: % Bank Of America
Tax Deductibility: Contributions are deductible

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About This Foundation

Rhoda M Hellman Test Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1984. The principal officer is % Bank Of America. It holds total assets of $10.7M. Annual income is reported at $3.1M. According to available records, Rhoda M Hellman Test Trust has made 8 grants totaling $2.1M, with a median grant of $263K. Annual giving has grown from $563K in 2020 to $1M in 2022. Individual grants have ranged from $250K to $281K, with an average award of $264K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Connecticut. Contributions to this foundation are tax-deductible.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Frequently Asked Questions

What does Rhoda M Hellman Test Trust fund?

Rhoda M Hellman Test Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in CT.

How much does Rhoda M Hellman Test Trust give in grants?

Rhoda M Hellman Test Trust has distributed a total of $2.1M across 8 grants. The median grant size is $263K, with an average of $264K. Individual grants have ranged from $250K to $281K.

How do I apply for a grant from Rhoda M Hellman Test Trust?

Rhoda M Hellman Test Trust typically selects its grantees rather than accepting unsolicited proposals.

Where is Rhoda M Hellman Test Trust located?

Rhoda M Hellman Test Trust is headquartered in DALLAS, TX.

Key People & Compensation (2022)

Name	Title	Compensation	Benefits	Total
Bank Of America	TRUSTEE	$78K	$0	$78K

990 Tax Filings

Year	Return Type	PDF
2023	990PF	View
2022	990PF	View
2021	990PF	View
2020	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$492K

2023-18%

Total Assets

$10.7M

2023-1%

Fair Market Value

$12.9M

2023

Net Worth

$10.7M

2023

Grants Paid

$401K

2023

Contributions

2023

Net Investment Income

$356K

2023

Distribution Amount

$596K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Expense Breakdown (2023)

Revenue Sources (2023)

Dividends: $285K
Capital Gains (Net): $127K
Other Income: $5K

Financial Details (2023)

Total Revenue: $417K
Total Expenses: $492K
Exempt Purpose Expenses: $435K
Required Distribution: $596K
Undistributed Income: $406K
Total Liabilities: $1
Excise Tax: $5K

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$2.1M

Average Grant

$264K

Median Grant

$263K

Unique Recipients

Most Common Grant

$250K

Grant Disbursements by Year

Grant Range

Min$250K

Max$281K

Median: $263K

Smallest grantLargest grant

Openness to New Grantees (2022)

of 2022 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

CT$2.1M (8)

Past Grantees

Recipient	Location	Amount	Year
St Mary'S HospitalUNRESTRICTED GENERAL	Waterbury, CT	$250K	2022
Waterbury HospitalUNRESTRICTED GENERAL	Waterbury, CT	$250K	2022
St Marys HospitalUNRESTRICTED GENERAL	Waterbury, CT	$281K	2020