Before you apply to Evan & Marion Helfaer Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
EVAN & MARION HELFAER FOUNDATION
Based in ELM GROVE, WI, EVAN & MARION HELFAER FOUNDATION operates as a Private Foundation. The organization reported $2.7M in revenue, $1.4M in expenses, $16.3M in total assets for fiscal year 2025. Imperigo tracks 604 reported grants from this foundation totaling approximately $6.4M.
EIN: 396238856
ELM GROVE, WI
Latest filing: 2025
Total Revenue$2.7M
Total Expenses$1.4M
Total Assets$16.3M
Grants Given604
Grant Total$6.4M
Filing Years2020–2025
Sample Grants Given
MARQUETTE UNIVERSITY
PROGRAM SUPPORT
$400,000
FROEDTERT HOSPITAL FOUNDATION
PROGRAM SUPPORT
$240,000
MEDICAL COLLEGE OF WISCONSIN
PROGRAM SUPPORT
$200,000
MILWAUKEE PUBLIC MUSEUM
PROGRAM SUPPORT
$10,000
UNITED PERFORMING ARTS FOUNDATION
PROGRAM SUPPORT
$8,500
Showing up to 5 of 604 total records — full history available with membership.
Officers & Directors
TRUSTEE
Sharon Smallwood
TRUSTEE
Stephanie Lockwood
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.7M | $1.4M | $16.3M |
| 2024 | $2.1M | $2.1M | $14.9M |
| 2023 | $1.3M | $1.3M | $14.9M |
| 2021 | $1.4M | $1.3M | $15.6M |
| 2020 | $1.1M | $1.3M | $15.5M |
Between 2020 and 2025, reported annual revenue grew from $1.1M to $2.7M (+159%), with total assets most recently reported at $16.3M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in IL, MA, NY, VA, WI.
ILMANYVAWI
Full geographic grant map with state-by-state breakdown available with membership.