Funder DirectoryEVAN & MARION HELFAER FOUNDATION
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Private foundation (trust)EIN 396238856Est. 1974-05

EVAN & MARION HELFAER FOUNDATION

ELM GROVE, WI 53122

Accepts unsolicited proposals

Total Assets

$24.2M

FY 2023

Annual Giving

$1.7M

FY 2023

Grants Made

104

FY 2023

Avg Grant

$17K

FY 2023

Grant Range

$500–$1M

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$2.1M

Total Expenses

$2.1M

Qualifying Distributions

$1.9M

Distributable Amount

$1.1M

Min. Investment Return

$1.2M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

104 grants

Grant sizes from minimum $500 through median $2K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2019 to 2023. Peak $1.7M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

500 grants

HISTORIC HAYMARKET MILWAUKEE INC
$1M
1 grant
MARQUETTE UNIVERSITY FOR HELFAER TENNI
$800K
2 grants
WISCONSIN PRESERVATION FUND INC
$400K
2 grants
FROEDTERT AND THE MEDICAL
$210K
2 grants
ZOOLOGICAL SOCIETY OF MILWAUKEE
$113K
2 grants
UNITED WAY OF GREATER MILWAUKEE
$100K
4 grants
MILWAUKEE SYMPHONY ORCHESTRA
$100K
1 grant
ZOOLOGICAL SOCIETY OF MILWAUKEEPLATYPUS
$81K
2 grants

Grant Size Distribution

500 grants

<$10K
466
grants
$10–50K
24
grants
$50–250K
7
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

5 states

Wisconsin
$4.4M
100% of total
Illinois
$8K
0% of total
Virginia
$5K
0% of total
New York
$5K
0% of total
Massachusetts
$500
0% of total

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