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 605 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 Given605

Grant Total$6.4M

Filing Years2020–2025

Sample Grants Given

MARQUETTE UNIVERSITY

MILWAUKEE, WI · 2024

PROGRAM SUPPORT

$400,000

FROEDTERT HOSPITAL FOUNDATION

MILWAUKEE, WI · 2024

PROGRAM SUPPORT

$240,000

MEDICAL COLLEGE OF WISCONSIN

MILWAUKEE, WI · 2024

PROGRAM SUPPORT

$200,000

MILWAUKEE PUBLIC MUSEUM

MILWAUKEE, WI · 2024

PROGRAM SUPPORT

$10,000

UNITED PERFORMING ARTS FOUNDATION

MILWAUKEE, WI · 2024

PROGRAM SUPPORT

$8,500

Showing up to 5 of 605 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

PROGRAM SUPPORT

$5,431,515 604 grants

ATTACHED

$927,332 1 grant

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.

See the full picture for EVAN & MARION HELFAER FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports