Helen M Alexander Scholarship Fund

SALEM, WI EIN: 91-2164962

Helen M Alexander Scholarship Fund is a private foundation focused on Education, based in SALEM, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $434K in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $64K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$434K

+9.2% YoY

Annual Giving

$20K

-6.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-6.4% YoY

Under IRS private-foundation payout rules, Helen M Alexander Scholarship Fund reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen M Alexander Scholarship Fund

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $80K (100%)

States

Washington

Cities

Puyallup

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$434,424	$397,728	$400,785
Revenue	$80,273	$39,612	$41,238
Expenses	$43,577	$42,669	$44,526
Qualifying Distributions	$26,776	$27,298	$27,163
Net Investment Income	$63,836	$24,897	$25,052
Distributable Amount	$28,279	$25,927	$28,119

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Puyallup School District ($20,214).

Recipient	Purpose	Amount
Puyallup School District Puyallup, WA	Scholarships	$20,214

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Sharon Butler	Trustee	1	$3,972

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Helen M Alexander Scholarship Fund?

Helen M Alexander Scholarship Fund is a private foundation focused on Education, based in SALEM, WI. It holds $434K in total assets as of 2024.

How large is Helen M Alexander Scholarship Fund?

As of 2024, Helen M Alexander Scholarship Fund holds $434K in total assets with $80K in annual revenue. It awarded 1 grants totaling $20K in 2024.

Where does Helen M Alexander Scholarship Fund operate?

Helen M Alexander Scholarship Fund has awarded grants in Washington.

What size grants does Helen M Alexander Scholarship Fund award?

In 2024, Helen M Alexander Scholarship Fund awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Helen M Alexander Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen M Alexander Scholarship Fund reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen M Alexander Scholarship Fund's EIN?

Helen M Alexander Scholarship Fund's EIN (Employer Identification Number) is 91-2164962. IRS Form 990 filing data is available on this page for 2020–2024.