Nonprofit · EIN 39-6238856
EVAN & MARION HELFAER FOUNDATION 32 0393 00 2
Also known as SMALLWOOD THOMAS L TTEE
Tax-exempt · ELM GROVE, WI 53122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $2,729,204 | $1,353,022 | $1,376,182 | $16,253,799 | $0 | $16,253,799 |
| July 31, 2024 | 990-PF | $2,072,936 | $2,131,232 | -$58,296 | $14,879,708 | $0 | $14,879,708 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $714,757
- Net gain from sales of assets
- $2,008,097
- Other income
- $6,350
Expenses
- Grants and similar amounts paid
- $1,019,050
- Compensation of officers, directors and key employees
- $87,000
- Disbursements for charitable purposes
- $1,209,738
- Excise tax on investment income
- $36,236
Balance sheet and other
- Total assets, start of year
- $14,879,708
- Total assets, end of year
- $16,253,799
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,253,799
- Fair market value of assets
- $24,433,508
- Qualifying distributions
- $1,209,738
- Net investment income
- $2,722,854
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE LOCKWOOD PO BOX 147, ELM GROVE, WI 53122 | TRUSTEE | 1 | $75,000 |
| SHARON SMALLWOOD PO BOX 147, ELM GROVE, WI 53122 | TRUSTEE | 30 | $12,000 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON SMALLWOOD PO BOX 147, ELM GROVE, WI 53122 | TRUSTEE | 30 | $162,000 |
| STEPHANIE LOCKWOOD PO BOX 147, ELM GROVE, WI 53122 | TRUSTEE | 1 | $12,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 147, ELM GROVE, WI 53122-0147
- In care of
- % THOMAS L SMALLWOOD
- Signed the 990-PF
- STEPHANIE LOCKWOOD, TRUSTEE
- Phone
- (414) 815-3802
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6238856
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1974
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,253,799
- Income (IRS master file)
- $3,577,134
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $2,729,204 | $1,353,022 | $16,253,799 | IRS |
| 990-PF | July 2024 | $2,072,936 | $2,131,232 | $14,879,708 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6238856).
Questions about EVAN & MARION HELFAER FOUNDATION 32 0393 00 2
- What is the EIN of EVAN & MARION HELFAER FOUNDATION 32 0393 00 2?
- The employer identification number (EIN) of EVAN & MARION HELFAER FOUNDATION 32 0393 00 2 is 39-6238856.
- Is EVAN & MARION HELFAER FOUNDATION 32 0393 00 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to EVAN & MARION HELFAER FOUNDATION 32 0393 00 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVAN & MARION HELFAER FOUNDATION 32 0393 00 2 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVAN & MARION HELFAER FOUNDATION 32 0393 00 2 due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVAN & MARION HELFAER FOUNDATION 32 0393 00 2 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of EVAN & MARION HELFAER FOUNDATION 32 0393 00 2?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $75,000 (STEPHANIE LOCKWOOD, TRUSTEE).
- How much revenue does EVAN & MARION HELFAER FOUNDATION 32 0393 00 2 have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $2,729,204, expenses of $1,353,022 and total assets of $16,253,799 at year end.
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