EIN 39-6238856

Evan and Marion Helfaer Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
Year formed
1974
Most recent tax filings
2024-07-01
NTEE code, primary
Description
The Evan and Marion Helfaer Foundation funds program support for a variety of organizations, including the Wisconsin Preservation Fund Inc. Last year, the foundation made 141 grants. It is a private foundation located in Elm Grove, WI.
Also known as...
Smallwood Thomas L Ttee
Total revenues
$2,072,936
2024
Total expenses
$2,131,232
2024
Total assets
$14,879,708
2024
Num. employees
1
2024

Grants made by Evan and Marion Helfaer Foundation

GranteeGrant descriptionAmount
Historic Haymarket MilwaukeeProgram Support$1,000,000
United Way of Greater Milwaukee and Waukesha CountyProgram Support$25,000
Milwaukee Public Museum (MPM)Program Support$20,000
...and 67 more grants made totalling $1,192,000

Personnel at Evan and Marion Helfaer Foundation

NameTitleCompensation
Stephanie LockwoodTrustee$12,000

Financials for Evan and Marion Helfaer Foundation

RevenuesFYE 07/2024
Total grants, contributions, etc.$0
Investment income and dividends$666,203
Net rental income$0
Net gain from sale of non-inventory assets$1,406,733
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,072,936

Form 990s for Evan and Marion Helfaer Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-072024-10-10990PFView PDF
2023-072023-10-06990PFView PDF
2022-072022-12-09990PFView PDF
2021-072021-12-23990PFView PDF
2020-072021-06-24990PFView PDF
...and 8 more Form 990s
Data update history
November 26, 2023
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 29, 2023
Posted financials
Added Form 990PF for fiscal year 2021
November 2, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 28, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 147
Elm Grove, WI 53122
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, WI
Phone
(414) 815-3802
IRS details
EIN
39-6238856
Fiscal year end
July
Taxreturn type
Form 990-PF
Year formed
1974
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
Not Operating or In Process of Dissolving
Charity Registration status
Closed - Registration Not Required
FTB status revoked
Not revoked
AG Registration Number
CT0256438
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-12-04
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