1. Directory
  2. Wisconsin
  3. Elm Grove
  4. Evan and Marion Helfaer Foundation
EIN 39-6238856

Evan and Marion Helfaer Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Elm Grove
State
Wisconsin
Year formed
1974
Most recent tax filings
2023-07-01
NTEE code, primary
T20: Private Foundations
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...
Evan and Marion Helfaer Fund; Smallwood Thomas L Ttee
Total revenues
$1,298,458
2023
Total expenses
$1,268,345
2023
Total assets
$14,941,960
2023
Num. employees
1
2023

Grants made by Evan and Marion Helfaer Foundation

GranteeGrant descriptionAmount
United Way of Greater Milwaukee and Waukesha CountyProgram Support$25,000
Milwaukee Public Museum (MPM)Program Support$20,000
Boys and Girls Clubs of Greater MilwaukeeProgram Support$15,000
...and 82 more grants made totalling $297,155

Personnel at Evan and Marion Helfaer Foundation

NameTitleCompensation
Stephanie LockwoodTrustee$12,000

Financials for Evan and Marion Helfaer Foundation

RevenuesFYE 07/2023
Total grants, contributions, etc.$0
Investment income and dividends$591,062
Net rental income$0
Net gain from sale of non-inventory assets$707,396
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,298,458

Form 990s for Evan and Marion Helfaer Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-072023-10-06990PFView PDF
2022-072022-12-09990PFView PDF
2021-072021-12-23990PFView PDF
2020-072021-06-24990PFView PDF
2019-072020-01-14990PFView PDF
...and 7 more Form 990s

Organizations like Evan and Marion Helfaer Foundation

OrganizationLocationRevenue
The Zients Family FoundationWashington, DC$1,161,005
The Pete Henry FoundationColby, KS$988,102
V V Cooke Foundation CorporationLouisville, KY$652,645
Lesher Fbo F&M Coll Etal-Shl FDN-TRPittsburgh, PA$397,903
Pestel Charitable FoundationValentine, NE$1,431,825
Mothershead FoundationIndianapolis, IN$353,159
Garbett Family FoundationSalt Lake City, UT$1,252,813
John Q Shunk AssociationBucyrus, OH$566,323
Profectus FoundationAmerican Fork, UT$592,876
The Black Cat FoundationNew York, NY$465,217
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
Free account sign-up

Want updates when Evan and Marion Helfaer Foundation has new information, or want to find more organizations like Evan and Marion Helfaer Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy