Evan & Marion Helfaer Foundation 32 0393 00 2

Smallwood Thomas L Ttee

Elm Grove, WI
Tax-exempt since May 1974
EIN: 39-6238856

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$2.73M (2025)

Expenses

$1.35M (2025)

Total Assets

$16.3M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Revenue

$2,729,204

Expenses

$1,353,022

Net Income

$1,376,182

Net Assets

$16,253,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$714,757	26.2%
Sales of Assets	$2,008,097	73.6%
Other Income	$6,350	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,209,738	89.4%
Compensation of Officers*	$87,000	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,253,799
Total Liabilities	$0
Net Assets	$16,253,799

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Lockwood (Trustee)	$75,000	$0
Sharon Smallwood (Trustee)	$12,000	$0

990-PF

Filed on Nov. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2024

Revenue

$2,072,936

Expenses

$2,131,232

Net Income

-$58,296

Net Assets

$14,879,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$666,203	32.1%
Sales of Assets	$1,406,733	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,934,525	90.8%
Compensation of Officers*	$174,000	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,879,708
Total Liabilities	$0
Net Assets	$14,879,708

Compensation

Key Employees and Officers	Compensation	Other
Sharon Smallwood (Trustee)	$162,000	$0
Stephanie Lockwood (Trustee)	$12,000	$0

990-PF

Filed on Oct. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2023

Revenue

$1,298,458

Expenses

$1,268,345

Net Income

$30,113

Net Assets

$14,941,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$591,062	45.5%
Sales of Assets	$707,396	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,104,355	87.1%
Compensation of Officers*	$175,000	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,941,960
Total Liabilities	$0
Net Assets	$14,941,960

Compensation

Key Employees and Officers	Compensation	Other
Sharon Smallwood (Trustee)	$149,500	$0
Thomas Smallwood (Trustee)	$13,500	$0
Stephanie Lockwood (Trustee)	$12,000	$0

990-PF

Filed on Oct. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2022

Revenue

$1,007,226

Expenses

$1,677,124

Net Income

-$669,898

Net Assets

$14,923,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$478,192	47.5%
Sales of Assets	$522,195	51.8%
Other Income	$6,839	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,491,446	88.9%
Compensation of Officers*	$186,000	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,923,116
Total Liabilities	$0
Net Assets	$14,923,116

Compensation

Key Employees and Officers	Compensation	Other
Thomas Smallwood (Trustee)	$162,000	$0
Stephanie Lockwood (Trustee)	$12,000	$0
Sharon Smallwood (Trustee)	$12,000	$0

990-PF

Filed on Dec. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2021

Revenue

$1,406,136

Expenses

$1,291,835

Net Income

$114,301

Net Assets

$15,570,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$455,376	32.4%
Sales of Assets	$949,621	67.5%
Other Income	$1,139	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,117,358	86.5%
Compensation of Officers*	$186,000	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,570,136
Total Liabilities	$1
Net Assets	$15,570,135

Compensation

Key Employees and Officers	Compensation	Other
Thomas Smallwood (Trustee)	$162,000	$0
Stephanie Lockwood (Trustee)	$12,000	$0
Sharon Smallwood (Trustee)	$12,000	$0

990-PF

Filed on Dec. 23, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2020

Revenue

$1,053,876

Expenses

$1,283,341

Net Income

-$229,465

Net Assets

$15,453,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$541,302	51.4%
Sales of Assets	$512,556	48.6%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,093,943	85.2%
Compensation of Officers*	$186,000	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,453,742
Total Liabilities	$1
Net Assets	$15,453,741

Compensation

Key Employees and Officers	Compensation	Other
Thomas Smallwood (Trustee)	$162,000	$0
Stephanie Lockwood (Trustee)	$12,000	$0
Sharon Smallwood (Trustee)	$12,000	$0

990-PF

Filed on June 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2019

Revenue

$1,304,744

Expenses

$1,312,977

Net Income

-$8,233

Net Assets

$15,674,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$592,010	45.4%
Sales of Assets	$712,734	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,133,708	86.3%
Compensation of Officers*	$186,000	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,674,657
Total Liabilities	$0
Net Assets	$15,674,657

Compensation

Key Employees and Officers	Compensation	Other
Thomas Smallwood (Trustee)	$162,000	$0
Stephanie Lockwood (Trustee)	$12,000	$0
Sharon Smallwood (Trustee)	$10,000	$0
Daniel Mckeithan Jr (Trustee)	$2,000	$0

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990-PF

Filed on Oct. 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2016

Revenue

$1,341,137

Expenses

$1,274,510

Net Income

$66,627

Net Assets

$15,652,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$493,450	36.8%
Sales of Assets	$846,859	63.1%
Other Income	$828	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,091,241	85.6%
Compensation of Officers*	$183,000	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,652,894
Total Liabilities	$0
Net Assets	$15,652,894

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2015

Revenue

$1,713,059

Expenses

$1,312,216

Net Income

$400,843

Net Assets

$15,617,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$578,599	33.8%
Sales of Assets	$1,123,794	65.6%
Other Income	$10,666	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,076,067	82.0%
Compensation of Officers*	$326,376	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,617,052
Total Liabilities	$0
Net Assets	$15,617,052

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2014

Revenue

$2,215,822

Expenses

$1,311,322

Net Income

$904,500

Net Assets

$15,218,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$561,615	25.3%
Sales of Assets	$1,641,216	74.1%
Other Income	$12,991	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,113,342	84.9%
Compensation of Officers*	$319,829	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,218,146
Total Liabilities	$0
Net Assets	$15,218,146

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2013

Revenue

$1,107,433

Expenses

$1,181,435

Net Income

-$74,002

Net Assets

$14,327,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$519,412	46.9%
Sales of Assets	$565,065	51.0%
Other Income	$22,956	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000,572	84.7%
Compensation of Officers*	$304,668	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,327,386
Total Liabilities	$0
Net Assets	$14,327,386

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2012

Revenue

$804,216

Expenses

$1,193,373

Net Income

-$389,157

Net Assets

$14,401,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$482,252	60.0%
Sales of Assets	$313,296	39.0%
Other Income	$8,668	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$990,676	83.0%
Compensation of Officers*	$295,923	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,401,637
Total Liabilities	$0
Net Assets	$14,401,637

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Revenue

$1,394,144

Expenses

$1,120,659

Net Income

$273,485

Net Assets

$14,798,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$457,901	32.8%
Sales of Assets	$929,076	66.6%
Other Income	$7,167	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$938,261	83.7%
Compensation of Officers*	$298,096	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,798,966
Total Liabilities	$0
Net Assets	$14,798,966

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Evan & Marion Helfaer Foundation 32 0393 00 2

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.73M (2025)

Expenses $1.35M (2025)

Total Assets $16.3M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2.73M (2025)

Expenses

$1.35M (2025)

Total Assets

$16.3M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002