Burr Helen Trust Ua | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Burr Helen Trust Ua. Data shown is extracted from Form 990-PF filings.
EIN: 06-6027507
Foundation Overview
Based in Dallas, TX, Burr Helen Trust Ua has awarded 40 grants totaling $283,328 to organizations in Massachusetts and Connecticut. Individual grants range from $5,498 to $9,128, with a median award of $7,064.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
75% of all grants are concentrated in Connecticut, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Connecticut, funding concentrates in Middletown (67%), Hartford (33%).
Funding Trajectory
Stable funding levels with 7% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Dual focus on education (50%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Burr Helen Trust Ua's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Wellesley College | $5,498 | Wellesley, MA, US | For Scholarship Assistance | 2023 |
| Middlesex United Way Inc | $5,498 | Middletown, CT, US | Unrestricted General | 2023 |
| South Congregational Church | $5,498 | Middletown, CT, US | Unrestricted General | 2023 |
| Connecticut Childrens Medical Center | $5,498 | Hartford, CT, US | Unrestricted General | 2023 |
| Wellesley College | $8,496 | Wellesley, MA, US | For Scholarship Assistance | 2022 |
| Middlesex United Way Inc | $8,496 | Middletown, CT, US | Unrestricted General | 2022 |
| South Congregational Church | $8,496 | Middletown, CT, US | Unrestricted General | 2022 |
| Connecticut Childrens Medical Center | $8,496 | Hartford, CT, US | Unrestricted General | 2022 |
| Wellesley College | $8,496 | Wellesley, MA, US | For Scholarship Assistance | 2022 |
| Middlesex United Way Inc | $8,496 | Middletown, CT, US | Unrestricted General | 2022 |
| South Congregational Church | $8,496 | Middletown, CT, US | Unrestricted General | 2022 |
| Connecticut Childrens Medical Center | $8,496 | Hartford, CT, US | Unrestricted General | 2022 |
| Wellesley College | $8,496 | Wellesley, MA, US | For Scholarship Assistance | 2022 |
| Middlesex United Way Inc | $8,496 | Middletown, CT, US | Unrestricted General | 2022 |
| South Congregational Church | $8,496 | Middletown, CT, US | Unrestricted General | 2022 |
| Connecticut Childrens Medical Center | $8,496 | Hartford, CT, US | Unrestricted General | 2022 |
| Wellesley College | $7,438 | Wellesley, MA, US | For Scholarship Assistance | 2021 |
| Middlesex United Way Inc | $7,438 | Middletown, CT, US | Unrestricted General | 2021 |
| South Congregational Church | $7,438 | Middletown, CT, US | Unrestricted General | 2021 |
| Connecticut Childrens Medical Center | $7,438 | Hartford, CT, US | Unrestricted General | 2021 |
| Wellesley College | $7,476 | Wellesley, MA, US | For Scholarship Assistance | 2020 |
| Middlesex United Way Inc | $7,476 | Middletown, CT, US | Unrestricted General | 2020 |
| Treas South Congregational | $9,128 | Middletown, CT, US | Unrestricted General | 2020 |
| Connecticut Childrens Med Ctr | $5,824 | Hartford, CT, US | Unrestricted General | 2020 |
| Wellesley College | $5,933 | Wellesley, MA, US | For Scholarship Assistance | 2019 |
| Connecticut Childrens Med Ctr | $5,933 | Hartford, CT, US | Unrestricted General | 2019 |
| Treas South Cong Ch | $5,933 | Middletown, CT, US | Unrestricted General | 2019 |
| Middlesex United Way Inc | $5,933 | Middletown, CT, US | Unrestricted General | 2019 |
| Wellesley College | $7,064 | Wellesley, MA, US | For Scholarship Assistance | 2018 |
| Connecticut Childrens Med Ctr | $7,064 | Hartford, CT, US | Unrestricted General | 2018 |
| Treas South Cong Ch | $7,064 | Middletown, CT, US | Unrestricted General | 2018 |
| Middlesex United Way Inc | $7,064 | Middletown, CT, US | Unrestricted General | 2018 |
| Wellesley College | $6,025 | Wellesley, MA, US | For Scholarship Assistance | 2017 |
| Connecticut Childrens Med Ctr | $6,025 | Hartford, CT, US | Unrestricted General | 2017 |
| Treas South Cong Ch | $6,025 | Middletown, CT, US | Unrestricted General | 2017 |
| Middlesex United Way Inc | $6,025 | Middletown, CT, US | Unrestricted General | 2017 |
| Wellesley College | $5,910 | Wellesley, MA, US | For Scholarship Assistance | 2016 |
| Connecticut Childrens Med Ctr | $5,910 | Hartford, CT, US | Unrestricted General | 2016 |
| Treas South Cong Ch | $5,910 | Middletown, CT, US | Unrestricted General | 2016 |
| Middlesex United Way Inc | $5,910 | Middletown, CT, US | Unrestricted General | 2016 |
Foundations Similar to Burr Helen Trust Ua
Discover 5 foundations with comparable assets ($684,081-$690,403), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Martha Mabel Moore Charitable Trust
EIN: 54-6262428 | 16 grants awarded |
$689,262
(≈ Similar) |
$10,000
median grant |
Dallas, TX
Same state |
|
|
Garrett Family Foundation
EIN: 92-1773315 | 3 grants awarded |
$684,081
(≈ Similar) |
$10,000
median grant |
Joaquin, TX
Same state |
|
|
Georgine M Graham Trust
EIN: 43-6021485 | 15 grants awarded |
$689,610
(≈ Similar) |
$13,500
median grant |
Dallas, TX
Same state |
|
|
Rueben & Dorothy Cohen Scholar Fund
EIN: 22-6618260 | 25 grants awarded |
$690,339
(≈ Similar) |
$10,000
median grant |
Dallas, TX
Same state |
|
|
Erath County Gateway Corporation
EIN: 77-0698440 | 25 grants awarded |
$690,403
(≈ Similar) |
$6,000
median grant |
Stephenville, TX
Same state |
|
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Contact Information
Official contact details for Burr Helen Trust Ua as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 06-6027507 |
| Website | N/A |
| Address | PO BOX 653067 Dallas, TX 75265-3067 |
Key People (1)
Board members, trustees, and key staff who oversee Burr Helen Trust Ua's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Bank Of America |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Burr Helen Trust Ua is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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