Helle Family Foundation

Private foundation · Grantmaker Edwards, CO EIN: 46-4842124

The Helle Family Foundation is a private foundation based in Edwards, Colorado. In 2024, it made 27 grants totaling $717,886 to charitable organizations, including recipients in Illinois and Colorado.

Key facts about Helle Family Foundation

In short: Helle Family Foundation gave $718K across 27 grants in 2024 (avg $27K), mostly in Illinois. 48% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
46-4842124
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$717,886
Grants made (2024)
27
Average grant
$26,588
Median grant
$2,500
New grantees (estimate)
48% first-time grantees (13 of 27, 2024)
Total assets
$16,050,202
Primary geography
Illinois (67% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16.1M

+44.5% YoY

Annual Giving

$718K

-7.5% YoY

Grant Count

27

-32.5% YoY

Avg Grant Size

$27K

+37.0% YoY

Under IRS private-foundation payout rules, Helle Family Foundation reported a distributable amount of $908K for 2024 — the minimum it must pay out in qualifying distributions.

Is Helle Family Foundation open to new grantees?

48%

first-time grantees, 2024

In 2024, 13 of 27 grantees (48%) were first-time recipients. First grants averaged $35K; repeat grants $18K. How we count

Medians: $5K first-time, $3K repeat.

  • 48% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−6%). Method
  • In 2024 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grantees describe a range of activities: the Evans Scholars Foundation says it provides scholarships and educational opportunities for caddies; the Steadman Philippon Research Institute describes work in orthopaedic sports medicine, regenerative medicine, research, and education; and the Ross K Macneill Foundation says it raises funds and awareness to end pediatric brain cancer, with research investments focused on non-toxic therapies for children. These are the grantees’ stated missions, not the foundation’s.

Grantmaking

In 2024, the foundation reported 27 grants totaling $717,886. Grant amounts ranged from $1,000 to $271,127, with a median grant of $2,500.

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Geographic Focus

Where this funder awards grants

The 2024 filing reports that 67% of grant dollars went to recipients in Illinois and 23% to recipients in Colorado. Other reported recipient-state shares were DC (5%), Iowa (2%), and Minnesota (1%).

Grant Distribution by State

18states

Share of 2024 grant dollars across all 27 itemized grants.

Cities

ChicagoEdwardsVailEvanstonGolfPortlandUrbanaWashingtonAnn ArborCambridgeNorthfieldArlington HeightsAvonMontgomerySteamboat SpringsMissoulaNew YorkSequimBoulderDoral

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M32 grants2020 38 grants2021 33 grants2022 40 grants2023 27 grants2024

From 2020 to 2024, annual grant giving ranged from $599K (2020) to $920K (2022). In 2024 it made 27 grants totaling $718K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

University of Illinois: $271KUniversity of Illinois$271KThe Josselyn Center: $134KThe Josselyn Center$134KEagle Valley Community Fund: $102KEagle Valley Community Fund$102KEvans Scholars Foundation: $50KEvans Scholars Foundation$50KAmerican Red Cross: $36KAmerican Red Cross$36KVail Health Foundation: $26KVail Health Foundation$26KSteadman Philippon Research Institute: $21KSteadman Philippon ResearchInstitute$21KVail Veterns Foundation Inc: $13KVail Veterns Foundation Inc$13KGuardian Scholars Foundation: $12KGuardian Scholars Foundation$12KLoyola University of Chicago: $10KLoyola University of Chicago$10K

The largest 2024 recipient was University of Illinois ($271K). Together the top 10 received $674K.

Grant Size Distribution

170 grants across all recorded years

152<$50K4$50–100K11$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 152 grants of 170 (89%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Illinois Champaign, ILTo Further Program Services$271,127
The Josselyn Center Northbrook, ILTo Further Program Services$133,513
Eagle Valley Community Fund Edwards, COTo Further Program Services$101,516
Evans Scholars Foundation Glenview, ILTo Further Program Services$50,339
American Red Cross Washington, DCTo Further Program Services$35,564
Vail Health Foundation Edwards, COTo Further Program Services$25,870
Steadman Philippon Research Institute Vail, COTo Further Program Services$20,801
Vail Veterns Foundation Inc Vail, COTo Further Program Services$12,881
Guardian Scholars Foundation West Des Moines, IATo Further Program Services$12,214
Loyola University of Chicago Chicago, ILTo Further Program Services$10,453

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $16,050,202 $5,954,273 $953,916 $717,886 27
2023 $11,109,086 $2,217,428 $994,839 $776,355 40
2022 $9,859,956 $2,028,659 $1,065,068 $920,000 33
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$16,050,202$11,109,086$9,859,956
Revenue$5,954,273$2,217,428$2,028,659
Expenses$953,916$994,839$1,065,068
Qualifying Distributions$718,011$776,355$920,000
Net Investment Income$4,222,863$999,699$884,277
Distributable Amount$907,687$713,473$721,107

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Daniel G Helle as president and Cynthia M Helle and Keith Yamada as directors.

Helle Family Foundation is led by Daniel G. Helle, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Daniel G. Helle

    President

    On filings since 2020

    No compensation reported

  • Cynthia M. Helle

    Director

    On filings since 2020

    No compensation reported

  • Keith Yamada

    Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 1498, Edwards, CO 81632
Phone: (312) 873-7370

Frequently asked questions about Helle Family Foundation

How much does Helle Family Foundation give each year?

Helle Family Foundation gave $718K across 27 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $776K across 40 grants.

What is Helle Family Foundation's typical grant size?

Helle Family Foundation's median grant in 2024 was $2,500, and its average grant was $26,588, across 27 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Helle Family Foundation that year got $35K on average.

Where does Helle Family Foundation give grants?

Helle Family Foundation gives mostly in Illinois: 67% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Colorado (23%) and District of Columbia (5%). The most frequent recipient cities were Chicago, IL (3 grants), Edwards, CO (2 grants), Washington, DC (2 grants) and Vail, CO (2 grants).

Does Helle Family Foundation give general operating support?

Not in 2024: none of the 27 grants with a stated purpose on Helle Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further Program Services" (27 grants).

Who are Helle Family Foundation's largest grantees?

Helle Family Foundation's largest 2024 grantees include University of Illinois ($271,127), The Josselyn Center ($133,513) and Eagle Valley Community Fund ($101,516), according to its 2024 IRS Form 990-PF. Together they received 71% of its itemized 2024 grant dollars.

How large is Helle Family Foundation?

Helle Family Foundation reported $16.1M in total assets on its 2024 IRS Form 990-PF. It paid out $718K in qualifying distributions that year, against a required minimum of $908K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Helle Family Foundation fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from Helle Family Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Helle Family Foundation's EIN?

Helle Family Foundation's EIN (Employer Identification Number) is 46-4842124. IRS Form 990 filing data is available on this page for 2020–2024.

Does Helle Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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