Evan & Marion Helfaer Foundation 32 0393 00 2
- Assets
- $14.9m
- Revenue
- $2.1m
- Investments
- $14.3m
- Employees
- 0
- Location
- Elm Grove, WI
- Founding
- 05/1974
- Data as of
- 07/2024
- EIN
- 39-6238856
Organization Overview
Evan & Marion Helfaer Foundation 32 0393 00 2 is located in Elm Grove, WI. The organization was established in 1974. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Evan & Marion Helfaer Foundation 32 0393 00 2 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2024, Evan & Marion Helfaer Foundation 32 0393 00 2 generated $2.1m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 8.0% each year. All expenses for the organization totaled $2.1m during the year ending 07/2024. While expenses have increased by 8.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Evan & Marion Helfaer Foundation 32 0393 00 2 has awarded 621 individual grants totaling $5,662,370. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephanie Lockwood Trustee | 1 | $12,000 | |
Sharon Smallwood Trustee | 30 | $162,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $666,203 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,406,733 |
| Capital Gain Net Income | $1,406,733 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,072,936 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $174,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $41,524 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $56,343 |
| Total operating and administrative expenses | $408,232 |
| Contributions, gifts, grants paid | $1,723,000 |
| Total expenses and disbursements | $2,131,232 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $546,662 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $14,879,708 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Evan & Marion Helfaer Foundation 32 0393 00 2 has awarded $1,723,000 in support to 104 organizations.
| Grant Recipient | Amount |
|---|---|
LA CASA DE ESPERANZA INC PURPOSE: PROGRAM SUPPORT | $1,500 |
ST MARCUS SCHOOL PURPOSE: PROGRAM SUPPORT | $2,500 |
WOMENS CARE CENTER MILWAUKEE PURPOSE: PROGRAM SUPPORT | $5,000 |
COALITION FOR CHILDREN YOUTH AND FAMIL PURPOSE: PROGRAM SUPPORT | $2,500 |
FRIENDS OF LAKESHORE STATE PARK PURPOSE: PROGRAM SUPPORT | $1,500 |
ST JOAN ANTIDA HIGH SCHOOL PURPOSE: PROGRAM SUPPORT | $1,000 |