Evan & Marion Helfaer Foundation
The Evan & Marion Helfaer Foundation is a private foundation based in Elm Grove, Wisconsin. The foundation supports nonprofit organizations through philanthropic grantmaking across multiple sectors.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$1.0M
-40.9% YoY
Grant Count
94
-9.6% YoY
Avg Grant Size
$11K
-34.6% YoY
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Arts
- Creative Writing
- Historic Buildings
- Journalism
Grantmaking
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Based on the most recent IRS Form 990 filing (2025):
| Metric | Amount |
|---|---|
| Total Assets | $16,253,799 |
| Total Annual Giving | $1,019,050 |
The foundation ranks among the top grantmakers in Elm Grove, Wisconsin by total giving.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Froedtert Hospital Foundation ($240,000), Medical College of Wisconsin ($200,000), Milwaukee Public Museum ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MEDICAL COLLEGE OF WISCONSIN MILWAUKEE, WI | PROGRAM SUPPORT | $200,000 |
| COALITION FOR CHILDREN YOUTH AND FAMIL WEST ALLIS, WI | PROGRAM SUPPORT | $1,500 |
| ST JOAN ANTIDA HIGH SCHOOL MILWAUKEE, WI | PROGRAM SUPPORT | $1,000 |
| ASSET BUILDERS MADISON, WI | PROGRAM SUPPORT | $2,500 |
| MILWAUKEE REPERATORY THEATER MILWAUKEE, WI | PROGRAM SUPPORT | $1,500 |
| GIRLS ON THE RUN SOUTHEASTERN WISCONSIN MILWAUKEE, WI | PROGRAM SUPPORT | $500 |
| KINSHIP COMMUNITY FOOD CENTER MILWAUKEE, WI | PROGRAM SUPPORT | $500 |
| LAD LAKE GUIDING GROWTH MILWAUKEE, WI | PROGRAM SUPPORT | $1,500 |
| BETTY BRINN CHILDREN'S MUSEUM MILWAUKEE, WI | PROGRAM SUPPORT | $2,500 |
| FIRST TEE SOUTHEAST WISCONSIN WEST ALLIS, WI | PROGRAM SUPPORT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHANIE LOCKWOOD | TRUSTEE | 1 | $75,000 |
| SHARON SMALLWOOD | TRUSTEE | 30 | $12,000 |
Frequently Asked Questions
What does Evan & Marion Helfaer Foundation fund?
The foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Arts • Creative Writing • Historic Buildings • Journalism
How do I apply for a grant from Evan & Marion Helfaer Foundation?
**Grant Amounts:** Typical awards range from $350 to $1,000,000. **Geographic Focus:** The foundation primarily directs its grantmaking toward organizations in Wisconsin.
What size grants does Evan & Marion Helfaer Foundation award?
In 2025, Evan & Marion Helfaer Foundation awarded 94 grants totaling $1.0M — an average of about $11K per grant, based on its IRS Form 990 filings.
What is Evan & Marion Helfaer Foundation's EIN?
Evan & Marion Helfaer Foundation's EIN (Employer Identification Number) is 39-6238856. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Evan & Marion Helfaer Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.