Shirley & Barnett Helzberg
EIN 431265367 Private FoundationTotal Given 2020–2024
$3.2M
5 grants · $640K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$608K
typical big bets · $559K–$705K
grant size
100%
deep partner · 1/1 multi-year
repeat
$22.6M
Assets (2024)
1
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
SEE ATTACHED
Phone
(816) 753-7776
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $608K | $18.6M | $457K | 1 |
| 2021 | $559K | $21.7M | $817K | 1 |
| 2022 | $847K | $17.0M | $-68K | 1 |
| 2023 | $480K | $20.2M | $574K | 1 |
| 2024 | $705K | $22.6M | $13.3M | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$480K
25th Pctl
$559K
Median
$608K
Average
$640K
75th Pctl
$705K
Maximum
$847K
Geographic Distribution
Officers & Directors
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached | Kansas City, MO | $846,838 | CHARITABLE, ARTISTIC, OR EDUCATIONAL | 2022 |
| See Attached | Kansas City, MO | $704,942 | CHARITABLE, ARTISTIC, OR EDUCATIONAL | 2024 |
| See Attached | Kansas City, MO | $608,355 | CHARITABLE, ARTISTIC, OR EDUCATIONAL | 2020 |
| See Attached | Kansas City, MO | $559,318 | CHARITABLE, ARTISTIC, OR EDUCATIONAL | 2021 |
| See Attached | Kansas City, MO | $480,348 | CHARITABLE, ARTISTIC, OR EDUCATIONAL | 2023 |
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