Hellwig Fund
Hellwig Fund is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $459K in total assets. In 2024, it awarded 2 grants totaling $22K. Net investment income was $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$459K
+0.5% YoY
Annual Giving
$22K
-20.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$11K
-20.2% YoY
Under IRS private-foundation payout rules, Hellwig Fund reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
About Hellwig Fund
Based on IRS filings
Hellwig Fund is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $459K in total assets. In 2024, it awarded 2 grants totaling $22K. Net investment income was $28K.
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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 | $458,608 | $456,210 | $439,793 |
| Revenue | $35,549 | $52,023 | $16,998 |
| Expenses | $33,149 | $36,422 | $34,854 |
| Qualifying Distributions | $23,638 | $30,320 | $28,010 |
| Net Investment Income | $27,757 | $45,965 | $10,418 |
| Distributable Amount | $25,674 | $23,693 | $25,869 |
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
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include California Scottish Rite Foundation ($17,445), San Jose Police Act League ($4,361).
| Recipient | Purpose | Amount |
|---|---|---|
| SAN JOSE POLICE ACT LEAGUE SAN JOSE, CA | GENERAL OPERATING | $4,361 |
| CALIFORNIA SCOTTISH RITE FOUNDATION ANAHEIM, CA | GENERAL OPERATING | $17,445 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $8,323 |
Frequently Asked Questions
How large is Hellwig Fund?
As of 2024, Hellwig Fund holds $459K in total assets with $36K in annual revenue. It awarded 2 grants totaling $22K in 2024.
Where does Hellwig Fund operate?
Hellwig Fund has awarded grants in California.
What size grants does Hellwig Fund award?
In 2024, Hellwig Fund awarded 2 grants totaling $22K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Hellwig Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hellwig Fund reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hellwig Fund's EIN?
Hellwig Fund's EIN (Employer Identification Number) is 94-2808662. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Hellwig Fund'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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