Helen Miller Trust 31P008019
Helen Miller Trust 31P008019 is a private foundation, based in Neenah, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $206K in total assets. In 2025, it awarded 4 grants totaling $11K. Net investment income was $11K.
Helen Miller Trust 31P008019 at a glance
In short: Helen Miller Trust 31P008019 gave $11K across 4 grants in 2025 (avg $3K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,700
- -1.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $2,675
- -1.5% vs 2024
- Median grant
- $2,675
- Total assets
- $206,470
- -1.7% vs 2024
- Primary geography
- Wisconsin (81% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Helen Miller Trust 31P008019 funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was USS Liberty Memorial Public Library John Hanson Director ($4K). Together the top 4 received $11K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Helen Miller Trust 31P008019 gives
- Giving fell 21% from 2022 to 2025. Method
- In 2025 it paid out 138% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $9K (2021) to $14K (2022). In 2025 it made 4 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| USS Liberty Memorial Public Library John Hanson Director Grafton, WI | General Operations | $4,350 |
| W J Niederkorn Library Tom Carson Director Port Washington, WI | General Operations | $4,350 |
| American Cancer Society Shelly Herod Oklahoma City, OK | General Operations | $1,000 |
| American Heart Association Shari Layne St Petersburg, FL | General Operations | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $206,470 | $12,546 | $16,043 | $10,700 | 4 | $14,917 | $11,497 | $10,800 |
| 2024 | $210,000 | $6,758 | $14,854 | $10,860 | 4 | $11,835 | $4,130 | $10,644 |
| 2023 | $216,865 | $4,974 | $16,950 | $13,184 | 4 | $14,116 | $2,712 | $10,827 |
| 2022 | $230,047 | $-5,530 | $17,797 | $13,500 | 4 | $13,500 | $592 | $13,184 |
| 2021 | $253,377 | $10,458 | $13,964 | $9,090 | 4 | — | $6,142 | $13,497 |
| 2020 | $256,882 | $19,853 | $17,124 | $12,878 | 4 | — | $15,691 | $12,555 |
Under IRS private-foundation payout rules, Helen Miller Trust 31P008019 reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen Miller Trust 31P008019's only listed officer is Legacy Private Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Legacy Private Trust Company
Trustee
On filings since 2020
2 hrs/week
$3K (2020) → $4K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Legacy Private Trust Company (Trustee).
Frequently asked questions about Helen Miller Trust 31P008019
How much does Helen Miller Trust 31P008019 give each year?
Helen Miller Trust 31P008019 gave $11K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 4 grants.
What is Helen Miller Trust 31P008019's typical grant size?
Helen Miller Trust 31P008019's median grant in 2025 was $2,675, and its average grant was $2,675, across 4 grants on its 2025 IRS Form 990-PF.
Where does Helen Miller Trust 31P008019 give grants?
Helen Miller Trust 31P008019 gives mostly in Wisconsin: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (9%) and Florida (9%).
Does Helen Miller Trust 31P008019 give general operating support?
Yes: 100% of Helen Miller Trust 31P008019's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helen Miller Trust 31P008019?
Helen Miller Trust 31P008019 reported $206K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
What is Helen Miller Trust 31P008019's EIN?
Helen Miller Trust 31P008019's EIN (Employer Identification Number) is 39-6520469. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 2, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 24, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 13, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 27, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS September 23, 2025)
- IRS filings on file for fiscal years 2020–2025
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