R L & Elsa Helvering Estate Trust
- Assets
- $1.2m
- Revenue
- $47.4k
- Investments
- $1.0m
- Employees
- 0
- Location
- Marysville, KS
- Founding
- 00/0000
- Data as of
- 03/2024
- 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 03/2024, R L & Elsa Helvering Estate Trust generated $47.4k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $89.5k during the year ending 03/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, R L & Elsa Helvering Estate Trust has awarded 136 individual grants totaling $391,590. 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
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $52,774 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$7,408 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $47,378 |
| 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 | $2,239 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $95 |
| Total operating and administrative expenses | $5,053 |
| Contributions, gifts, grants paid | $84,400 |
| Total expenses and disbursements | $89,453 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $122,569 |
| 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 | $1,151,899 |
| 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 $84,400 in support to 37 organizations.
| Grant Recipient | Amount |
|---|---|
MARYSVILLE COMMUNITY FOUNDATION PURPOSE: HABITAT FORHUMANITY | $2,000 |
MARSHALL COUNTY HISTORICAL SOCIETY PURPOSE: SAVE THETOWER | $2,000 |
BLUE RAPIDS CIRCLE OF GIVING PURPOSE: TWIN VALLEYDEVELOPMENT | $200 |
MARYSVILLE COMMUNITY FOUNDATION PURPOSE: ROTARY TOYSFORTOTS | $1,000 |
BLUE RAPIDS CIRCLE OF GIVING PURPOSE: SUPPORT OFCOUNTYFAIR | $500 |
BLUE RAPIDS CIRCLE OF GIVING PURPOSE: GRANT FORALCOVE SPRINGS | $500 |