Helliwell Family Foundation
Helliwell Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PO BOX CHICA, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $609K in total assets. In 2024, it awarded 6 grants totaling $52K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$609K
-3.9% YoY
Annual Giving
$52K
-35.0% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$9K
-35.0% YoY
Under IRS private-foundation payout rules, Helliwell Family Foundation reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
About Helliwell Family Foundation
Based on IRS filings
Helliwell Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PO BOX CHICA, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $609K in total assets. In 2024, it awarded 6 grants totaling $52K. Net investment income was $32K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $609,336 | $634,136 | $703,288 |
| Revenue | $36,645 | $21,683 | $14,576 |
| Expenses | $61,557 | $90,645 | $42,947 |
| Qualifying Distributions | $57,379 | $85,446 | $35,061 |
| Net Investment Income | $32,467 | $16,843 | $12,077 |
| Distributable Amount | $33,828 | $34,003 | $35,191 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Southern Sun Farm Sanctuary ($15,000), Armour Dance Theatre Inc ($10,000), Legal Services of Greater Miami ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DEERING ESTATE FOUNDATION MIAMI, FL | GENERAL SUPPORT | $2,000 |
| ARMOUR DANCE THEATRE INC SOUTH MIAMI, FL | GENERAL SUPPORT | $10,000 |
| SOUTHERN SUN FARM SANCTUARY GLENDALE SPRINGS, NC | GENERAL SUPPORT | $15,000 |
| LEGAL SERVICES OF GREATER MIAMI MIAMI, FL | GENERAL SUPPORT | $10,000 |
| ZOO MIAMI FOUNDATION MIAMI, FL | GENERAL SUPPORT | $10,000 |
| KIDS 4 KIDS MIAMI, FL | GENERAL SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNE E HELLIWELL | PRESIDENT | 1 | — |
| MICHAEL J O'CONNOR | TREASURER | 1 | — |
| ANDREA HARTLEY | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helliwell Family Foundation?
Helliwell Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PO BOX CHICA, IL. It holds $609K in total assets as of 2024.
How large is Helliwell Family Foundation?
As of 2024, Helliwell Family Foundation holds $609K in total assets with $37K in annual revenue. It awarded 6 grants totaling $52K in 2024.
Where does Helliwell Family Foundation operate?
Helliwell Family Foundation has awarded grants in Florida, Indiana, North Carolina.
What size grants does Helliwell Family Foundation award?
In 2024, Helliwell Family Foundation awarded 6 grants totaling $52K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Helliwell Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helliwell Family Foundation reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helliwell Family Foundation's EIN?
Helliwell Family Foundation's EIN (Employer Identification Number) is 65-0880258. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helliwell Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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