The Helmar Foundation
The Helmar Foundation is a private foundation, based in Marlton, NJ. IRS filing data is available from 2019 through 2024. In 2024, it awarded 2 grants totaling $723K. Net investment income was $28K.
The Helmar Foundation at a glance
In short: The Helmar Foundation gave $723K across 2 grants in 2024 (avg $361K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $722,542
- +1505.6% vs 2023
- Grants made (2024)
- 2
- -77.8% vs 2023
- Average grant
- $361,271
- +7125.4% vs 2023
- Median grant
- $361,271
- Primary geography
- California (50% 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 The Helmar Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Schwab Charitable ($361K). Together the top 2 received $723K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 40 grants of 42 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How The Helmar Foundation gives
- Giving grew 2010% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2019 to 2024, annual grant giving ranged from $27K (2019) to $723K (2024). In 2024 it made 2 grants totaling $723K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable San Francisco, CA | General Support | $361,272 |
| The Dana Farber Cancer Institute Boston, MA | General Support | $361,270 |
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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 | — | $34,012 | $730,934 | $722,542 | 2 | $725,154 | $28,232 | $21,006 |
| 2023 | $696,922 | $16,684 | $58,975 | $45,000 | 9 | $49,802 | $8,105 | $34,434 |
| 2022 | $738,761 | $140,409 | $38,294 | $36,500 | 8 | $36,500 | $138,815 | $37,670 |
| 2021 | $638,510 | $20,128 | $42,463 | $34,250 | 12 | — | $16,335 | $34,653 |
| 2020 | $661,845 | $38,085 | $44,527 | $35,000 | 11 | — | $33,078 | $34,390 |
| 2019 | $668,287 | $20,417 | $34,850 | $27,250 | 9 | — | $17,207 | $35,710 |
Under IRS private-foundation payout rules, The Helmar Foundation reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Helmar Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Helene Stein
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Marilyn Haykin
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 The Helmar Foundation
How much does The Helmar Foundation give each year?
The Helmar Foundation gave $723K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $45K across 9 grants.
Where does The Helmar Foundation operate?
The Helmar Foundation has awarded grants in California, Connecticut, District of Columbia, Massachusetts, New Jersey, New York, Tennessee, Virginia.
How much is The Helmar Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Helmar Foundation reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Helmar Foundation's EIN?
The Helmar Foundation's EIN (Employer Identification Number) is 13-7097803. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 15, 2020)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in The Helmar Foundation's focus areas in our free grants database
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