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Also known as: FOUNDATION
Shirley & Barnett Helzberg Foundation is a private corporation based in KANSAS CITY, MO. The foundation received its IRS ruling in 1982. It holds total assets of $21M. Annual income is reported at $39.1M. According to available records, Shirley & Barnett Helzberg Foundation has made 4 grants totaling $2.5M, with a median grant of $584K. Annual giving has decreased from $608K in 2020 to $480K in 2023. Grantmaking activity was highest in 2022 with $847K distributed across 1 grants. Individual grants have ranged from $480K to $847K, with an average award of $624K. Grant recipients are concentrated in Missouri. Contributions to this foundation are tax-deductible.
Shirley & Barnett Helzberg Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in MO.
Shirley & Barnett Helzberg Foundation has distributed a total of $2.5M across 4 grants. The median grant size is $584K, with an average of $624K. Individual grants have ranged from $480K to $847K.
Shirley & Barnett Helzberg Foundation typically selects its grantees rather than accepting unsolicited proposals.
Shirley & Barnett Helzberg Foundation is headquartered in KANSAS CITY, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Shirley B Helzberg | SECRETARY | $0 | $0 | $0 |
| Barnett C Helzberg Iii | DIRECTOR | $0 | $0 | $0 |
| Barnett C Helzberg Jr | PRESIDENT | $0 | $0 | $0 |
| Bush C Helzberg | DIRECTOR | $0 | $0 | $0 |
Total Giving
$770K
Total Assets
$8.8M
Fair Market Value
$20.2M
Net Worth
$8.8M
Grants Paid
$480K
Contributions
$0
Net Investment Income
$571K
Distribution Amount
$898K
Total: $8.6M
Total Grants
4
Total Giving
$2.5M
Average Grant
$624K
Median Grant
$584K
Unique Recipients
1
Most Common Grant
$480K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachedCHARITABLE, ARTISTIC, OR EDUCATIONAL | Kansas City, MO | $480K | 2023 |
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