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Also known as: FOUNDATION
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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. Total assets have grown from $10.6M in 2011 to $21M in 2024. The foundation is governed by 4 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. 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.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 | N/A |
| Barnett C Helzberg Iii | DIRECTOR | $0 | $0 | N/A |
| Barnett C Helzberg Jr | PRESIDENT | $0 | $0 | N/A |
| Bush C Helzberg | DIRECTOR | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$21M
Fair Market Value
N/A
Net Worth
$21M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
4
Total Giving
$2.5M
Average Grant
$624K
Median Grant
$584K
Unique Recipients
1
Most Common Grant
$847K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachedCHARITABLE, ARTISTIC, OR EDUCATIONAL | Kansas City, MO | $480K | 2023 |