EIN 39-6648565

Helen Kelly Trust

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
2000
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Helen Kelly Trust is a private foundation located in Milwaukee, WI that primarily funds general operating expenses. Its purpose is to receive federal tax refunds, and it has made two grants last year to grantees such as St Lukes Health Care Foundation and others.
Total revenues
$57,087
2022
Total expenses
$55,279
2022
Total assets
$740,604
2022
Num. employees
n/a

Program areas at Helen Kelly Trust

Federal tax refund

Personnel at Helen Kelly Trust

NameTitle
U S Bank N ATrustee

Financials for Helen Kelly Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$19,728
Net rental income$0
Net gain from sale of non-inventory assets$37,347
Gross sales of inventory$0
Miscellaneous revenues$12
Total revenues$57,087

Form 990s for Helen Kelly Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-05-08990PFView PDF
2020-122021-06-22990PFView PDF
2019-122020-10-06990PRView PDF
2018-122019-06-19990PFView PDF
2017-122018-08-23990PFView PDF
...and 6 more Form 990s

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Grace Schulte FoundationMilwaukee, WI$70,150
Lazette Library Trust No 134Dallas, TX$43,255
Grace G Robertson Memorial TrustDallas, TX$45,018
M H and W B Mohle Charitable TrustDallas, TX$104,171
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Edgar and Marguerite M Sichler FoundationChicago, IL$73,298
Data update history
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Updated personnel
Identified 2 new personnel
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 20, 2019
Posted financials
Added Form 990PF for fiscal year 2018
July 27, 2018
Posted financials
Added Form 990PF for fiscal year 2017
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(319) 368-4649
IRS details
EIN
39-6648565
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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