J Helmsworth Tr - Gtr Cinti Fdn

MILWAUKEE, WI EIN: 31-6678067

J Helmsworth Tr - Gtr Cinti Fdn is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $514K in total assets. In 2024, it awarded 1 grants totaling $27K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$514K

-2.2% YoY

Annual Giving

$27K

-4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$27K

-4.5% YoY

Under IRS private-foundation payout rules, J Helmsworth Tr - Gtr Cinti Fdn reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About J Helmsworth Tr - Gtr Cinti Fdn

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $142K (100%)

States

Ohio

Cities

CincinattiCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$513,672	$525,311	$540,992
Revenue	$27,718	$24,106	$24,858
Expenses	$39,351	$39,790	$44,623
Qualifying Distributions	$29,401	$30,586	$34,900
Net Investment Income	$17,951	$14,839	$15,447
Distributable Amount	$32,498	$29,298	$30,658

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Greater Cincinnati Foundation ($27,407).

Recipient	Purpose	Amount
GREATER CINCINNATI FOUNDATION CINCINNATI, OH	GENERAL OPERATING	$27,407

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	$10,442

Frequently Asked Questions

How large is J Helmsworth Tr - Gtr Cinti Fdn?

As of 2024, J Helmsworth Tr - Gtr Cinti Fdn holds $514K in total assets with $28K in annual revenue. It awarded 1 grants totaling $27K in 2024.

Where does J Helmsworth Tr - Gtr Cinti Fdn operate?

J Helmsworth Tr - Gtr Cinti Fdn has awarded grants in Ohio.

What size grants does J Helmsworth Tr - Gtr Cinti Fdn award?

In 2024, J Helmsworth Tr - Gtr Cinti Fdn awarded 1 grants totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is J Helmsworth Tr - Gtr Cinti Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, J Helmsworth Tr - Gtr Cinti Fdn reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is J Helmsworth Tr - Gtr Cinti Fdn's EIN?

J Helmsworth Tr - Gtr Cinti Fdn's EIN (Employer Identification Number) is 31-6678067. IRS Form 990 filing data is available on this page for 2019–2024.