Cause IQ organization profile

Helen Miller Trust XXXXX8019

Form 990s | Financials | Peers

Helen Miller Trust XXXXX8019 is a private foundation based in Neenah, WI that was founded in 1990. As of 2019 they had $11,400 in revenue and $254,158 in assets.

Previous legal names or variations of their name include: Helen Miller Trust 31p008019.

EIN:

39-6520469

City:

State:

Metro:

Oshkosh-Neenah, WI

Founded:

1990

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$11,400

Assets:

$254,158

Fiscal year end:

May

Revenue trends:

Asset trends:

Form 990s for Helen Miller Trust XXXXX8019

Fiscal year ending	Date received by IRS	Form	PDF link
2019-05	Sep 14, 2019	990PF	View PDF
2018-05	Oct 16, 2018	990PF	View PDF
2017-05	Nov 30, 2017	990PF	View PDF
2016-05	Nov 3, 2016	990PF	View PDF
2015-05	Jan 13, 2016	990PF	View PDF
...and three more Form 990 PDFs

Financials for Helen Miller Trust XXXXX8019

Field	2019	2018	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$7,670	$6,377	20.3%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$3,730	$3,985	-6.4%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$0	$0
Total revenues	$11,400	$10,362	10.0%

Field	2019	2018	% Change
Compensation of current officers, etc.	$3,203	$3,363	-4.8%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$900	$900
Other fee-for-service	$0	$0
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$13,630	$13,538	0.7%
All other expenses	$127	$226	-43.8%
Total expenses	$17,860	$18,027	-0.9%

Field	2019	2018	% Change
Cash (non-interest-bearing)	$0	$0
Savings, short-term investments, etc.	$6,373	$5,368	18.7%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$247,785	$255,388	-3.0%
Investments in corporate bonds	$0	$0
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$0	$0
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$0	$0
Total assets	$254,158	$260,756	-2.5%

Field	2019	2018	% Change
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2019	2018	% Change
Unrestricted net assets	$254,158	$260,756	-2.5%
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Peer private foundations

	Name	Type	Revenue	Location
1	Wells Memorial Foundation	501(c)(3)	$14,765	Milwaukee, WI
2	Martin Mary Elizabeth Scholarship	501(c)(3)	$37,680	Milwaukee, WI
3	Moore R P Scholarship Trust	501(c)(3)	$12,429	Milwaukee, WI
4	Dolores and Gerald Tuma Memorial Park	501(c)(3)	$9,633	Milwaukee, WI
5	Ronald M Mackenzie Athletic Scholarship Fund	501(c)(3)	$14,330	Milwaukee, WI
6	J Alexander for Carroll University	501(c)(3)	$17,801	Milwaukee, WI
7	Irving Halper Trust	501(c)(3)	$7,027	Madison, WI
8	Elizabeth Woodruff Charitable Trust	501(c)(3)	$17,093	Madison, WI
9	Mcdavid Dental Educational Trust	501(c)(3)	$30,018	Milwaukee, WI
10	Mildred Jayne Moore and HJ Ham Moore Trust	501(c)(3)	$17,363	Milwaukee, WI
11	Virginia Hafford Trust	501(c)(3)	$10,310	Milwaukee, WI
12	J Ray Patterson Uw Fbo State St Umc	501(c)(3)	$15,105	Milwaukee, WI
13	C Mccoy Fbo C and L Mccoy Foundation	501(c)(3)	$28,942	Cleveland, OH
14	2 Moms on A Mission	501(c)(3)	$38,646	Enfield, CT
15	Theresa A and Maurice L Sullivan Humanitarian Trust	501(c)(3)	$22,033	Peabody, MA
16	Edna May Aucker Scholarship Trust First National Trust Trustee	501(c)(3)	$8,209	Selinsgrove, PA
17	Elizabeth M Leadbetter Clause 9TH	501(c)(3)	$34,364	Providence, RI
18	Ralph B and Roma J Steele Art Scholarship Trust	501(c)(3)	$10,333	Jasper, IN
19	Chipman-Harrison Memorial Fund	501(c)(3)	$48,033	Providence, RI
20	Lena Y Meharg Scholarship Trust Uwo	501(c)(3)	$10,542	Birmingham, AL
21	Ej Bickley Memorial Trust	501(c)(3)	$31,272	Seminole, FL
22	Salvation Army East Stroudsburg Corps 007695	501(c)(3)	$49,915	Stroudsburg, PA
23	A John and Barbara A Hauptli Charitable Foundation	501(c)(3)	$50,580	Lawrence, KS
24	William R and Esther Richmond Foundation	501(c)(3)	$38,154	Pittsburgh, PA
25	TR Uw Perry Mem Scholarship	501(c)(3)	$23,123	Jacksonville, FL

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