EVAN & Marion Helfaer Foundation
EIN 396238856 Private FoundationTotal Given 2019–2024
$5.7M
481 grants · $949K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $2K–$5K
grant size
51%
supporter · 132/261 multi-year
repeat
$24.2M
Assets (2024)
261
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
STEPHANIE LOCKWOOD
Phone
(414) 815-3802
Deadlines
NONE
How to Apply
WRITTEN FORM
Restrictions
WITHIN THE STATE OF WISCONSIN ONLY
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $927K | $22.8M | $1.3M | 1 |
| 2021 | $897K | $25.9M | $1.4M | 133 |
| 2022 | $1.2M | $22.6M | $1.0M | 111 |
| 2023 | $895K | $22.9M | $1.3M | 132 |
| 2024 | $1.7M | $24.2M | $2.1M | 104 |
Grant Size Distribution
Based on 481 grants on record
Minimum
$350
25th Pctl
$2K
Median
$2K
Average
$12K
75th Pctl
$5K
Maximum
$1.0M
Geographic Distribution
Officers & Directors
Grants Awarded (481 total)
| Purpose | ||||
|---|---|---|---|---|
| Historic Haymarket Milwaukee Inc | Milwaukee, WI | $1,000,000 | PROGRAM SUPPORT | 2024 |
| Various Charitable Organizations | Elm Grove, WI | $927,332 | ATTACHED | 2019 |
| Marquette University for Helfaer Tenni | Milwaukee, WI | $400,000 | PROGRAM SUPPORT | 2022 |
| Marquette University for Helfaer Tenni | Milwaukee, WI | $400,000 | PROGRAM SUPPORT | 2023 |
| Marquette University for Helfaer Tenni | Milwaukee, WI | $400,000 | PROGRAM SUPPORT | 2024 |
| Wisconsin Preservation Fund Inc | Milwaukee, WI | $200,000 | PROGRAM SUPPORT | 2021 |
| Wisconsin Preservation Fund Inc | Milwaukee, WI | $200,000 | PROGRAM SUPPORT | 2022 |
| Froedtert and the Medical | Milwaukee, WI | $110,000 | PROGRAM SUPPORT | 2021 |
| Froedtert and the Medical College | Milwaukee, WI | $102,500 | PROGRAM SUPPORT | 2022 |
| Zoological Society of Milwaukee | Milwaukee, WI | $56,500 | PROGRAM SUPPORT | 2021 |
| Boys & Girls Club of Greater Milwaukee | Milwaukee, WI | $50,000 | PROGRAM SUPPORT | 2022 |
| Zoological Society of Milwaukeeplatypus | Milwaukee, WI | $45,000 | PROGRAM SUPPORT | 2023 |
| Zoological Society of Milwaukeeplatypus | Milwaukee, WI | $35,500 | PROGRAM SUPPORT | 2024 |
| Boys & Girls Club of Greater Milwaukee | Milwaukee, WI | $25,000 | PROGRAM SUPPORT | 2021 |
| United Way of Greater Milwaukee | Milwaukee, WI | $25,000 | PROGRAM SUPPORT | 2021 |
| United Way of Greater Milwaukee | Milwaukee, WI | $25,000 | PROGRAM SUPPORT | 2022 |
| Elm Grove Police Department | Elm Grove, WI | $25,000 | PROGRAM SUPPORT | 2022 |
| Heritage Christian School | New Berlin, WI | $25,000 | PROGRAM SUPPORT | 2022 |
| United Way of Greater Milwaukee | Milwaukee, WI | $25,000 | PROGRAM SUPPORT | 2023 |
| United Way of Greater Milwaukee | Milwaukee, WI | $25,000 | PROGRAM SUPPORT | 2024 |
| United Performing Arts Fund | Milwaukee, WI | $22,000 | PROGRAM SUPPORT | 2021 |
| United Performing Arts Fund | Milwaukee, WI | $22,000 | PROGRAM SUPPORT | 2022 |
| Milwaukee Public Museum | Milwaukee, WI | $20,000 | PROGRAM SUPPORT | 2021 |
| Milwaukee Public Museum | Milwaukee, WI | $20,000 | PROGRAM SUPPORT | 2022 |
| War Memorial Center | Milwaukee, WI | $20,000 | PROGRAM SUPPORT | 2022 |
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