J Helmsworth Tr - Children Hospital

MILWAUKEE, WI EIN: 31-6678066

J Helmsworth Tr - Children Hospital is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $722K in total assets. In 2024, it awarded 1 grants totaling $37K. Net investment income was $57K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$722K

+2.1% YoY

Annual Giving

$37K

-5.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$37K

-5.6% YoY

Under IRS private-foundation payout rules, J Helmsworth Tr - Children Hospital reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About J Helmsworth Tr - Children Hospital

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $121K (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$722,319	$707,140	$703,712
Revenue	$70,225	$56,871	$24,632
Expenses	$55,046	$53,434	$60,410
Qualifying Distributions	$39,359	$41,286	$47,134
Net Investment Income	$57,349	$44,667	$11,910
Distributable Amount	$39,277	$39,110	$41,388

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cincinnati Childrens Hospital ($36,891).

Recipient	Purpose	Amount
CINCINNATI CHILDRENS HOSPITAL CINCINNATI, OH	GENERAL OPERATING	$36,891

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	$13,737

Frequently Asked Questions

How large is J Helmsworth Tr - Children Hospital?

As of 2024, J Helmsworth Tr - Children Hospital holds $722K in total assets with $70K in annual revenue. It awarded 1 grants totaling $37K in 2024.

Where does J Helmsworth Tr - Children Hospital operate?

J Helmsworth Tr - Children Hospital has awarded grants in Ohio.

What size grants does J Helmsworth Tr - Children Hospital award?

In 2024, J Helmsworth Tr - Children Hospital awarded 1 grants totaling $37K — an average of about $37K per grant, based on its IRS Form 990 filings.

How much is J Helmsworth Tr - Children Hospital required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, J Helmsworth Tr - Children Hospital reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is J Helmsworth Tr - Children Hospital's EIN?

J Helmsworth Tr - Children Hospital's EIN (Employer Identification Number) is 31-6678066. IRS Form 990 filing data is available on this page for 2022–2024.