Helen B Waters Charitable Trust Xxxxx4009 | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen B Waters Charitable Trust Xxxxx4009. Data shown is extracted from Form 990-PF filings.

EIN: 06-6127820

Foundation Overview

Based in Chicago, IL, Helen B Waters Charitable Trust Xxxxx4009 has awarded 18 grants totaling $107,720 to organizations in Connecticut and Florida. Individual grants range from $3,143 to $6,990, with a median award of $6,101.

Latest Tax Year
2023
Total Giving (all years)
$107,720
Total Assets
$300,981
Median Grant (all grants)
$6,101

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$6,101
% Median Grant Decline
-13% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Connecticut

50% of grants are awarded in Connecticut, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within Connecticut, funding concentrates in Middlebury (100%).

Funding Trajectory
+94%

Strong 94% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Helen B Waters Charitable Trust Xxxxx4009'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
Middlebury Congregational Church $6,101 Middlebury, CT, US General 2023
Shriners Hospitals For Children $6,101 Tampa, FL, US General 2023
Middlebury Congregational Church $6,101 Middlebury, CT, US General 2023
Shriners Hospitals For Children $6,101 Tampa, FL, US General 2023
Middlebury Congregational Church $6,990 Middlebury, CT, US General 2022
Shriners Hospitals For Children $6,990 Tampa, FL, US General 2022
Middlebury Congregational Church $6,990 Middlebury, CT, US General 2022
Shriners Hospitals For Children $6,990 Tampa, FL, US General 2022
Middlebury Congregational Church $6,990 Middlebury, CT, US General 2022
Shriners Hospitals For Children $6,990 Tampa, FL, US General 2022
Middlebury Congregational Church $5,876 Middlebury, CT, US General 2021
Shriners Hospitals For Children $5,876 Tampa, FL, US General 2021
Middlebury Congregational Church $5,896 Middlebury, CT, US General 2020
Shriners Hospitals For Children $5,896 Tampa, FL, US General 2020
Middlebury Congregational Church $5,773 Middlebury, CT, US General 2018
Shriners Hospitals For Children $5,773 Tampa, FL, US General 2018
Middlebury Congregational Church $3,143 Middlebury, CT, US General 2017
Shriners Hospitals For Children $3,143 Tampa, FL, US General 2017

Foundations Similar to Helen B Waters Charitable Trust Xxxxx4009

Discover 5 foundations with comparable assets ($298,279-$303,604), similar grant patterns, and geographic focus in IL 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

EIN: 36-7168268 | 13 grants awarded
$302,387
(≈ Similar)
$11,000
median grant
Geneseo, IL
Same state
100%
Excellent match

EIN: 13-6032520 | 7 grants awarded
$299,525
(≈ Similar)
$10,864
median grant
Chicago, IL
Same state
100%
Excellent match

EIN: 36-6075031 | 20 grants awarded
$302,952
(≈ Similar)
$3,434
median grant
Chicago, IL
Same state
100%
Excellent match

EIN: 37-6363926 | 14 grants awarded
$303,604
(≈ Similar)
$10,509
median grant
Carrollton, IL
Same state
100%
Excellent match

EIN: 75-6009923 | 18 grants awarded
$298,279
(≈ Similar)
$6,323
median grant
Chicago, IL
Same state
100%
Excellent match

Contact Information

Official contact details for Helen B Waters Charitable Trust Xxxxx4009 as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 06-6127820
Website N/A
Address 10 S DEARBORN IL1-0111 Chicago, IL 60603-2300

Key People (1)

Board members, trustees, and key staff who oversee Helen B Waters Charitable Trust Xxxxx4009's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee

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 Helen B Waters Charitable Trust Xxxxx4009 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

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.