Private foundation (trust)EIN 396648565Est. 2000-08
HELEN KELLY TRUST
MILWAUKEE, WI 532010634
Total Assets
$816K
FY 2023
Annual Giving
$37K
FY 2023
Grants Made
2
FY 2023
Avg Grant
$18K
FY 2023
Grant Range
$18K–$18K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$26K
Total Expenses
$51K
Qualifying Distributions
$39K
Distributable Amount
$38K
Min. Investment Return
$38K
Undistributed Income
$35K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
10 grants
Grant Size Distribution
10 grants
Geographic Focus
1 states
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