Evan & Marion Helfaer Foundation 32 0393 00 2
- Assets
- $14.9m
- Revenue
- $1.0m
- Investments
- $14.7m
- Employees
- 0
- Location
- Scotts Valley, CA
- Founding
- 05/1974
- Data as of
- 07/2022
- EIN
- 39-6238856
The information for Evan & Marion Helfaer Foundation is as of the organization's most recent filing in July '22. This organization is located in Scotts Valley, CA. It has been in existence for 48 years, following its founding in 1974.
Organization Classification
The IRS classifies organizations according to the National Taxonomy of Exempt Entities (NTEE) system. The NTEE system helps the IRS assign a 3-character code to each organization to describe the organization's activities.
The Evan & Marion Helfaer Foundation is a Private Grantmaking Foundation classified under Philanthropy, Voluntarism & Grantmaking Foundations. As a nongovernmental, nonprofit organization, it receives funds from a single source and manages its own programs through trustees or directors. The foundation is established to maintain or aid social, educational, religious, or other charitable activities serving the common welfare, primarily through grantmaking. Additionally, the foundation is classified under Section 3 of the Internal Revenue Code, which encompasses Religious, Educational, Charitable, Scientific, Literary, Testing for Public Safety, to Foster National or International Amateur Sports Competition, or Prevention of Cruelty to Children or Animals Organizations.
Grant History
Our dataset includes three years of grant history for the Evan & Marion Helfaer Foundation. In these three years, they have awarded a total of 526 grants, with an average check size of $7,494. The organization awards grants in various NTEE sectors, with the highest number of grants awarded in Education (44), followed by Arts, Culture & Humanities (38) and Human Services (38). In terms of geographical distribution, the majority of grants were awarded in Wisconsin (515), with a smaller number awarded in Illinois (7), New York (3), and Massachusetts (1).
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Smallwood Trustee | 30 | $162,000 | |
Stephanie Lockwood Trustee | 1 | $12,000 | |
Sharon Smallwood Trustee | 1 | $12,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $478,192 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $522,195 |
| Capital Gain Net Income | $522,195 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,839 |
| Total Revenue | $1,007,226 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $186,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $20,696 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $76,559 |
| Total operating and administrative expenses | $427,219 |
| Contributions, gifts, grants paid | $1,249,905 |
| Total expenses and disbursements | $1,677,124 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $223,007 |
| 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 | $14,923,116 |
| 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 $1,249,905 in support to 111 organizations.
| Grant Recipient | Amount |
|---|---|
MARQUETTE UNIVERSITY FOR HELFAER TENNI PURPOSE: PROGRAM SUPPORT | $400,000 |
Milwaukee, WI PURPOSE: PROGRAM SUPPORT | $200,000 |
FROEDTERT AND THE MEDICAL COLLEGE PURPOSE: PROGRAM SUPPORT | $102,500 |
Milwaukee, WI PURPOSE: PROGRAM SUPPORT | $50,000 |
UNITED WAY OF GREATER MILWAUKEE PURPOSE: PROGRAM SUPPORT | $25,000 |
ELM GROVE POLICE DEPARTMENT PURPOSE: PROGRAM SUPPORT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |