Funder DirectorySHIRLEY & BARNETT HELZBERG
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Private foundation (trust)EIN 431265367Est. 1982-09

SHIRLEY & BARNETT HELZBERG

KANSAS CITY, MO 64111

Total Assets

$22.6M

FY 2024

Annual Giving

$705K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$705K

FY 2024

Grant Range

$705K–$705K

Typical

Deadlines

Applications

Programs & Activities

Program 1

Not applicable

Financial Snapshot

2024 filing

Total Revenue

$13.3M

Total Expenses

$1.0M

Qualifying Distributions

$915K

Distributable Amount

$901K

Min. Investment Return

$1.1M

Undistributed Income

$787K

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.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $847K in 2022. Hover bars for details.

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

Top Recipients

4 grants

Recipient names are missing from the available filing data for some grants.

Name not available
$2.6M
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

1 states

Missouri
$2.6M
100% of total

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