Private foundation (trust)EIN 391532106Est. 1986-11

HELIOS FOUNDATION

NEENAH, WI 549570628

Accepts unsolicited proposals

Total Assets

$13.4M

FY 2023

Annual Giving

$890K

FY 2023

Grants Made

70

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$500–$290K

Typical

Deadlines

No submission deadline

Applications

Programs & Activities

Program 1

Not applicable

Program 2

The sole charitable activity of this organization is the making of contributions and grants to qualified charitable organizations. No direct charitable activities are conducted.

Financial Snapshot

2023 filing

Total Revenue

$799K

Total Expenses

$1.0M

Qualifying Distributions

$944K

Distributable Amount

$637K

Min. Investment Return

$648K

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

70 grants

Grant sizes from minimum $500 through median $5K to maximum $290K, 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 2020 to 2023. Peak $890K in 2023. Hover bars for details.

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

Top Recipients

288 grants

CENTER FOR PROCESS STUDIES
$290K
1 grant
INSTITUTE FOR ECOLOGICAL CIVILIZATION
$100K
4 grants
PROCESS STUDIES INTERNATIONAL
$95K
1 grant
UNION OF CONCERNED SCIENTISTS
$70K
4 grants
CLAREMONT SCHOOL OF THEOLOGY
$63K
1 grant
UNITED WAY OF SIOUXLAND
$60K
4 grants
ANIMAL RESCUE LEAGUE OF BOSTON
$55K
4 grants
SIOUXLAND CARES ABOUT SUBSTANCE ABUSE
$55K
4 grants

Grant Size Distribution

288 grants

<$10K
236
grants
$10–50K
48
grants
$50–250K
3
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

25 states

Connecticut
$549K
19% of total
Oregon
$392K
14% of total
Iowa
$375K
13% of total
Massachusetts
$255K
9% of total
California
$217K
8% of total
Idaho
$210K
7% of total
Colorado
$175K
6% of total
Minnesota
$170K
6% of total
Washington
$119K
4% of total
Wisconsin
$87K
3% of total

+15 more states

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HELIOS FOUNDATION — Grants, Financials & Contact | Grantivo