Tr Uw Lena S Helm Charitable
- Assets
- $311.8k
- Revenue
- $10.8k
- Investments
- $302.1k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 02/1996
- Data as of
- 12/2023
- EIN
- 75-6465300
Organization Overview
Tr Uw Lena S Helm Charitable is located in Dallas, TX. The organization was established in 1996. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tr Uw Lena S Helm Charitable is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Tr Uw Lena S Helm Charitable generated $10.8k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (0.9%) each year. All expenses for the organization totaled $19.2k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (1.2%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Tr Uw Lena S Helm Charitable has awarded 40 individual grants totaling $108,009. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,229 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,616 |
| Capital Gain Net Income | $1,616 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $947 |
| Total Revenue | $10,792 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,113 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $253 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $176 |
| Total operating and administrative expenses | $7,792 |
| Contributions, gifts, grants paid | $11,372 |
| Total expenses and disbursements | $19,164 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $9,709 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $311,849 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Tr Uw Lena S Helm Charitable has awarded $11,372 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
METHODIST CHILDRENS' HOME PURPOSE: UNRESTRICTED GENERAL | $2,527 |
CLIFTON LUTHERAN SUNSET HOME PURPOSE: UNRESTRICTED GENERAL | $2,527 |
FIRST UNITED METHODIST CHURCH PURPOSE: UNRESTRICTED GENERAL | $2,527 |
BOSQUE ARTS CENTER PURPOSE: UNRESTRICTED GENERAL | $1,264 |
CLIFTON CIVIC SOCIETY-NELLIE PEDERSON PURPOSE: UNRESTRICTED GENERAL | $2,527 |