Private foundation (trust)EIN 376333851Est. 2005-01
HELEN S CASEY TRUST
MILWAUKEE, WI 532010634
Total Assets
$1.5M
FY 2023
Annual Giving
$72K
FY 2023
Grants Made
2
FY 2023
Avg Grant
$36K
FY 2023
Grant Range
$36K–$36K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$38K
Total Expenses
$97K
Qualifying Distributions
$76K
Distributable Amount
$72K
Min. Investment Return
$73K
Undistributed Income
$68K
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
2 states
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