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· Private foundation

Burr Helen Trust Ua

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$32k
Granted FY2025still arriving
4
Grants FY2025still arriving
2
States reached
$8k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$63kPhilanthropy$63kHealth$62kHousing & Shelter$29kHuman Services$27kOther$0
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$7,971
Median grant
2
States reached
$632k
Total assets
Largest grants
RecipientAmount
CONNECTICUT CHILDREN'S MEDICAL CTR -CMCC$7,971
WELLESLEY COLLEGE$7,971
MIDDLESEX UNITED WAY INC$7,971
SOUTH CONGREGATIONAL CHURCH$7,971
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 8%, against an area that typically sits at 5%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 5%WELLESLEY COLLEGE: $8k → 8%TREAS SOUTH CONGREGATIONAL: $9k → 7%CONNECTICUT CHILDRENS MEDICAL CENTER: $8k → 11%WELLESLEY COLLEGE: $8k → 8%SOUTH CONGREGATIONAL CHURCH: $8k → 7%CONNECTICUT CHILDREN'S MEDICAL CTR -CMCC: $8k → 11%WELLESLEY COLLEGE: $8k → 8%MIDDLESEX UNITED WAY INC: $8k → 7%CONNECTICUT CHILDRENS MEDICAL CENTER: $8k → 11%WELLESLEY COLLEGE: $7k → 8%MIDDLESEX UNITED WAY INC: $8k → 7%CONNECTICUT CHILDRENS MEDICAL CENTER: $7k → 11%WELLESLEY COLLEGE: $7k → 8%SOUTH CONGREGATIONAL CHURCH: $8k → 7%CONNECTICUT CHILDRENS MED CTR: $7k → 11%WELLESLEY COLLEGE: $7k → 8%MIDDLESEX UNITED WAY INC: $8k → 7%CONNECTICUT CHILDRENS MED CTR: $6k → 11%WELLESLEY COLLEGE: $6k → 8%TREAS SOUTH CONG CH: $8k → 7%CONNECTICUT CHILDRENS MED CTR: $6k → 11%WELLESLEY COLLEGE: $6k → 8%MIDDLESEX UNITED WAY INC: $7k → 7%CONNECTICUT CHILDRENS MED CTR: $6k → 11%WELLESLEY COLLEGE: $5k → 8%MIDDLESEX UNITED WAY INC: $7k → 7%CONNECTICUT CHILDRENS MEDICAL CENTER: $5k → 11%SOUTH CONGREGATIONAL CHURCH: $7k → 7%MIDDLESEX UNITED WAY INC: $7k → 7%TREAS SOUTH CONG CH: $7k → 7%TREAS SOUTH CONG CH: $6k → 7%MIDDLESEX UNITED WAY INC: $6k → 7%TREAS SOUTH CONG CH: $6k → 7%MIDDLESEX UNITED WAY INC: $6k → 7%MIDDLESEX UNITED WAY INC: $5k → 7%SOUTH CONGREGATIONAL CHURCH: $5k → 7%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$245k · 5 repeat orgs$9k to everyone else

5 repeat relationships: 4 still active in FY2025, 1 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

5
1

Total granted

$245k
$9k

Still filing today

80%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
PhilanthropyEducationHealthHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • WC
    Wellesley College
    9× · 2017–2025 · $63k · revenue +63%
  • CC
    CONNECTICUT CHILDREN'S MEDICAL CENTER
    9× · 2017–2025 · $62k · revenue +80%
  • PS
    Pastor & Standing Comm South Congregation Church
    4× · 2021–2025 · $29k · revenue +15%

Funded once

  • IG
    Individual grant recipient
    one grant, 2020 · $9k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field
04the grantee network

4 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 4 of the 6 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
4/4
Grantees still filing
3/4
Grew since first funded

Where the money sits, by cause and then by grantee

Middlesex United Way Inc: $63,425 · PhilanthropyMiddlesex United Way IncWellesley College: $63,425 · EducationWellesley CollegeCONNECTICUT CHILDREN'S MEDICAL CENTER: $61,773 · HealthCONNECTICUT CHILDREN'S MEDI…TREAS SOUTH CONG CH: $26,546 · OtherTREAS SOUTH CON…Individual grant recipient: $9,128 · OtherIndividual gran…Pastor & Standing Comm South Congregation Church: $29,403 · Housing & ShelterPastor & Stan…
Philanthropy$63,425Education$63,425Health$61,773Other$35,674Housing & Shelter$29,403

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMiddlesex United Way Inc: $63,425 over 9y, 1.2% of budgetWellesley College: $63,425 over 9y, 0.0% of budgetCONNECTICUT CHILDREN'S MEDICAL CENTER: $61,773 over 9y, 0.0% of budgetPastor & Standing Comm South Congregation Church: $29,403 over 4y, 1.9% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Middlesex United Way Inc ↗
  • Who funds Wellesley College ↗
  • Who funds CONNECTICUT CHILDREN'S MEDICAL CENTER ↗
  • Who funds Pastor & Standing Comm South Congregation Church ↗

How much its grantees rely on government

Each dot is one organization Burr Helen Trust Ua funds: left to right is the share of its income from government, bottom to top the share from Burr Helen Trust Ua. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 1%
  • Wellesley College: 1% of income from government
no gov moneyreceives it· size = income
2get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 6 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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