Helliwell Family Foundation
Helliwell Family Foundation is a private foundation, 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.
Helliwell Family Foundation at a glance
In short: Helliwell Family Foundation gave $52K across 6 grants in 2024 (avg $9K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $52,000
- -35.0% vs 2023
- Grants made (2024)
- 6
- +0.0% vs 2023
- Average grant
- $8,667
- -35.0% vs 2023
- Median grant
- $10,000
- Total assets
- $609,336
- -3.9% vs 2023
- Primary geography
- Florida (71% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Helliwell Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Southern Sun Farm Sanctuary ($15K). Together the top 6 received $52K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
How Helliwell Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (−13%). Method
- In 2024 it paid out 170% 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 2024, annual grant giving ranged from $25K (2022) to $80K (2023). In 2024 it made 6 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Sun Farm Sanctuary Glendale Springs, NC | General Support | $15,000 |
| Armour Dance Theatre Inc South Miami, FL | General Support | $10,000 |
| 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 |
| Deering Estate Foundation Miami, FL | General Support | $2,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $609,336 | $36,645 | $61,557 | $52,000 | 6 | $57,379 | $32,467 | $33,828 |
| 2023 | $634,136 | $21,683 | $90,645 | $80,000 | 6 | $85,446 | $16,843 | $34,003 |
| 2022 | $703,288 | $14,576 | $42,947 | $25,000 | 3 | $35,061 | $12,077 | $35,191 |
| 2021 | $731,666 | $147,347 | $71,627 | $60,000 | 5 | $66,115 | $141,872 | $38,510 |
| 2020 | $655,992 | $23,188 | $87,023 | $76,250 | 4 | — | $13,488 | $36,949 |
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.
Leadership & Key People
Officers and directors from IRS filings
Helliwell Family Foundation is led by Anne E. Helliwell, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Anne E. Helliwell
President
On filings since 2020
1 hr/week
No compensation reported
Andrea Hartley
Secretary
Director → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Michael J. O'Connor
Treasurer
On filings since 2023
1 hr/week
No compensation reported
Former officers (2)
- Former: Wayne A. Rodney (2020–2022) — Treasurer
- Former: Charles A. Schuette (2020–2021) — Secretary
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.
Frequently asked questions about Helliwell Family Foundation
How much does Helliwell Family Foundation give each year?
Helliwell Family Foundation gave $52K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $80K across 6 grants.
What is Helliwell Family Foundation's typical grant size?
Helliwell Family Foundation's median grant in 2024 was $10,000, and its average grant was $8,667, across 6 grants on its 2024 IRS Form 990-PF.
Where does Helliwell Family Foundation give grants?
Helliwell Family Foundation gives mostly in Florida: 71% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (29%). The most frequent recipient cities were Miami, FL (4 grants).
Does Helliwell Family Foundation give general operating support?
Yes: 100% of Helliwell Family Foundation's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Helliwell Family Foundation's largest grantees?
Helliwell Family Foundation's largest 2024 grantees include Southern Sun Farm Sanctuary ($15,000), Armour Dance Theatre Inc ($10,000) and Legal Services of Greater Miami ($10,000), according to its 2024 IRS Form 990-PF. Together they received 67% of its itemized 2024 grant dollars.
How large is Helliwell Family Foundation?
Helliwell Family Foundation reported $609K in total assets on its 2024 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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