Helen S Casey Trust
Helen S Casey Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $68K. Net investment income was $107K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+2.7% YoY
Annual Giving
$68K
-4.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$34K
-4.8% YoY
Under IRS private-foundation payout rules, Helen S Casey Trust reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen S Casey Trust
Based on IRS filings
Helen S Casey Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $68K. Net investment income was $107K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,320,960 | $1,286,363 | $1,345,417 |
| Revenue | $131,344 | $38,409 | $-12,584 |
| Expenses | $96,681 | $97,255 | $110,545 |
| Qualifying Distributions | $72,495 | $75,740 | $87,969 |
| Net Investment Income | $107,168 | $21,725 | $10,361 |
| Distributable Amount | $77,760 | $72,248 | $75,825 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Shriners Hospitals for Children ($34,224), St Jude Children's Hospital ($34,224).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL | GENERAL OPERATING | $34,224 |
| ST JUDE CHILDREN'S HOSPITAL MEMPHIS, TN | GENERAL OPERATING | $34,224 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $25,317 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen S Casey Trust?
Helen S Casey Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.3M in total assets as of 2024.
How large is Helen S Casey Trust?
As of 2024, Helen S Casey Trust holds $1.3M in total assets with $131K in annual revenue. It awarded 2 grants totaling $68K in 2024.
Where does Helen S Casey Trust operate?
Helen S Casey Trust has awarded grants in Florida, Tennessee.
What size grants does Helen S Casey Trust award?
In 2024, Helen S Casey Trust awarded 2 grants totaling $68K — an average of about $34K per grant, based on its IRS Form 990 filings.
How much is Helen S Casey Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen S Casey Trust reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen S Casey Trust's EIN?
Helen S Casey Trust's EIN (Employer Identification Number) is 37-6333851. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helen S Casey Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.