Helen Ehrman Charitable Remainder Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen Ehrman Charitable Remainder Trust. Data shown is extracted from Form 990-PF filings.
EIN: 36-7436378
Foundation Overview
Based in Dallas, TX, Helen Ehrman Charitable Remainder Trust has awarded 11 grants totaling $170,120 to organizations in Florida and Michigan. Individual grants range from $3,750 to $23,477, with a median award of $18,000.
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
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
82% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Riverview (100%).
Funding Trajectory
Strong 57% growth in annual giving over 9 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
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?
Grants & Funding
Analyzing past grantees provides valuable insights into Helen Ehrman Charitable Remainder Trust'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 |
|---|---|---|---|---|
| St Matthew's Church | $23,477 | Riverview, FL, US | Unrestricted General | 2025 |
| St Matthew's Church | $21,489 | Riverview, FL, US | Unrestricted General | 2024 |
| St Matthew's Church | $21,777 | Riverview, FL, US | Unrestricted General | 2023 |
| St Matthew's Church | $21,777 | Riverview, FL, US | Unrestricted General | 2023 |
| St Matthew's Church | $14,300 | Riverview, FL, US | Unrestricted General | 2022 |
| St Matthew's Church | $14,300 | Riverview, FL, US | Unrestricted General | 2022 |
| St Matthew's Church | $20,000 | Riverview, FL, US | Unrestricted General | 2021 |
| St Matthew's Church | $18,000 | Riverview, FL, US | Unrestricted General | 2020 |
| Visiting Nurses Assoc Hlth Svcs | $3,750 | Port Huron, MI, US | Unrestricted General | 2016 |
| Hunter Hospitality House Inc | $3,750 | Port Huron, MI, US | Unrestricted General | 2016 |
| St Matthew's Church | $7,500 | Riverview, FL, US | Unrestricted General | 2016 |
Foundations Similar to Helen Ehrman Charitable Remainder Trust
Discover 5 foundations with comparable assets ($616,167-$619,911), 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 |
|---|---|---|---|---|
|
Alverda E Zimmer Charitable Trust
EIN: 54-6030260 | 8 grants awarded |
$617,579
(≈ Similar) |
$24,900
median grant |
Dallas, TX
Same state |
|
|
E L Cooter Trust-5896
EIN: 44-6008624 | 12 grants awarded |
$616,875
(≈ Similar) |
$21,764.5
median grant |
Dallas, TX
Same state |
|
|
Veturia I Wiley Up7
EIN: 16-6229170 | 12 grants awarded |
$616,452
(≈ Similar) |
$25,015.5
median grant |
Dallas, TX
Same state |
|
|
Mercedes T Bass Charitable Corporation
EIN: 20-8666619 | 250 grants awarded |
$616,167
(≈ Similar) |
$9,375
median grant |
Fort Worth, TX
Same state |
|
|
The Valentine Family Foundation
EIN: 47-2639225 | 10 grants awarded |
$619,911
(≈ Similar) |
$14,000
median grant |
Dallas, TX
Same state |
|
Related Foundation Resources in TX:
Contact Information
Official contact details for Helen Ehrman Charitable Remainder Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 36-7436378 |
| Website | N/A |
| Address | PO BOX 653067 Dallas, TX 75265-3067 |
Key People (2)
Board members, trustees, and key staff who oversee Helen Ehrman Charitable Remainder Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Bank Of America |
|---|---|
| Selection Committee Member | Greg W Crawford |
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 Ehrman Charitable Remainder Trust 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.