Shirley & Barnett Helzberg | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Shirley & Barnett Helzberg. Data shown is extracted from Form 990-PF filings.
EIN: 43-1265367
Foundation Overview
Based in Kansas City, MO, Shirley & Barnett Helzberg has awarded 7 grants totaling $4,893,477 to organizations in Missouri. Individual grants range from $480,348 to $846,838, with a median award of $704,942.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Missouri, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Missouri, funding concentrates in Kansas City (100%).
Funding Trajectory
Stable funding levels with 16% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Shirley & Barnett Helzberg's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| See Attached | $704,942 | Kansas City, MO, US | Charitable, Artistic, Or Educational | 2024 |
| See Attached | $480,348 | Kansas City, MO, US | Charitable, Artistic, Or Educational | 2023 |
| See Attached | $846,838 | Kansas City, MO, US | Charitable, Artistic, Or Educational | 2022 |
| See Attached | $846,838 | Kansas City, MO, US | Charitable, Artistic, Or Educational | 2022 |
| See Attached | $846,838 | Kansas City, MO, US | Charitable, Artistic, Or Educational | 2022 |
| See Attached | $559,318 | Kansas City, MO, US | Charitable, Artistic, Or Educational | 2021 |
| See Attached | $608,355 | Kansas City, MO, US | Charitable, Artistic, Or Educational | 2020 |
Foundations Similar to Shirley & Barnett Helzberg
Discover 5 foundations with comparable assets ($20,325,289-$23,956,502), similar grant patterns, and geographic focus in MO that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Ed & H Pillsbury Foundation
EIN: 43-1699917 | 6 grants awarded |
$22,951,747
(≈ Similar) |
$1,134,234.5
median grant |
St Louis, MO
Same state |
|
|
Kc People's Fund
EIN: 93-3011249 | 2 grants awarded |
$23,956,502
(≈ Similar) |
$500,500
median grant |
Kansas City, MO
Same state |
|
|
The Pettus Foundation
EIN: 43-6029569 | 5 grants awarded |
$20,707,955
(≈ Similar) |
$1,092,500
median grant |
St Louis, MO
Same state |
|
|
Mfa Foundation
EIN: 43-6026877 | 6 grants awarded |
$20,423,297
(≈ Similar) |
$771,100
median grant |
Columbia, MO
Same state |
|
|
Tw Samuel C Dobbs Emory University
EIN: 58-6026550 | 13 grants awarded |
$20,325,289
(≈ Similar) |
$800,000
median grant |
Saint Louis, MO
Same state |
|
Related Foundation Resources in MO:
Contact Information
Official contact details for Shirley & Barnett Helzberg as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 43-1265367 |
| Website | N/A |
| Address | 4520 MAIN ST STE 1050 Kansas City, MO 64111-7704 |
Key People (4)
Board members, trustees, and key staff who oversee Shirley & Barnett Helzberg's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Barnett C Helzberg Jr |
|---|---|
| V.p. & Trs | Shirley B Helzberg |
| Secretary | Shirley B Helzberg |
| Director | Barnett C Helzberg Iii |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Shirley & Barnett Helzberg is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.