R L & Elsa Helvering Estate Trust
- Assets
- $1.2m
- Revenue
- $48.4k
- Investments
- $972.2k
- Employees
- 0
- Location
- Marysville, KS
- Founding
- 00/0000
- Data as of
- 03/2022
- EIN
- 48-0924200
Organization Overview
R L & Elsa Helvering Estate Trust is located in Marysville, KS. The organization was established in 0000. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. R L & Elsa Helvering Estate Trust 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 03/2022, R L & Elsa Helvering Estate Trust generated $48.4k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (1.8%) each year. All expenses for the organization totaled $93.5k during the year ending 03/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, R L & Elsa Helvering Estate Trust has awarded 130 individual grants totaling $440,200. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $233 |
| Dividends & Interest | $42,380 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,991 |
| Capital Gain Net Income | $2,991 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $48,401 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,200 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,674 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $82 |
| Total operating and administrative expenses | $4,454 |
| Contributions, gifts, grants paid | $89,000 |
| Total expenses and disbursements | $93,454 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $258,383 |
| 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 | $10,000 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,240,622 |
| 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, R L & Elsa Helvering Estate Trust has awarded $89,000 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
Marysville, KS PURPOSE: SAVE THETOWER | $25,000 |
MARYSVILLE COMMUNITY FOUNDATION PURPOSE: PROGRAM GRANTFOR CITY OFMARYSVILLE | $23,000 |
AXTELL ECONOMIC DEVELOPMENT PURPOSE: COMMUNITY GROCERYSTORE | $2,500 |
Marysville, KS PURPOSE: SPEAKERSYSTEM | $2,000 |
MARYSVILLE COMMUNITY FOUNDATION PURPOSE: UNION PACIFICDEPOT | $2,000 |
Marysville, KS PURPOSE: PROGRAM GRANT FOR LOCALHOSPITAL | $2,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Hagan Scholarship Foundation Columbia, MO | $259,194,852 | $64,132,818 |
The Cielo Foundation Boulder, CO | $91,518,762 | $7,665,188 |
Merle Chambers Fund Denver, CO | $66,462,880 | $7,349,081 |
Mutual Of Omaha Foundation Omaha, NE | $120,899,798 | $13,368,524 |
Claire M Hubbard Foundation Omaha, NE | $31,541,308 | $3,169,912 |
Maffei Foundation Denver, CO | $13,828,182 | $18,020,171 |
D F Dillon Foundation Lincoln, NE | $47,396,549 | $3,325,825 |
The Denver Health And Hospitals Foundation Denver, CO | $28,533,635 | $6,042,640 |
Dehaemers Fam Charitable Tr Overland Park, KS | $122,347,321 | $4,858,235 |
The Helmerich Trust Tulsa, OK | $102,632,790 | $13,260,619 |
World Wide Technology Foundation St Louis, MO | $15,800,629 | $11,017,439 |
Sturm Family Foundation Denver, CO | $102,941,130 | $16,700,881 |