HELEN BRACH FOUNDATION

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Cite this

Plain text HELEN BRACH FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/helen-brach-foundation-237376427. Retrieved 2026-11-05.

APA furp.org. (n.d.). HELEN BRACH FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 5, 2026, from https://furp.org/org/helen-brach-foundation-237376427

MLA “HELEN BRACH FOUNDATION.” furp.org, tax years 2020–2025, https://furp.org/org/helen-brach-foundation-237376427. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $9.9M · expenses $8.8M · assets $128.9M

EIN
23-7376427
Address
104 S MICHIGAN AVE STE 1310, CHICAGO, IL 60603-6114
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 1974 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

14 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
R Matthew Simon Chief Advisor2020-2025 $780,667$2,794,956 1
Joseph J Griseta Associate Director2020-2025 $182,500$1,112,933 1
Daniel Simon ADMINISTRATOR2020-2025 $125,642$694,925 1
Lynn M Griseta ADMIN. ASSISTANT2020-2025 $75,500$493,681 1
Mark T Simon Member2020-2025 $25,000$199,000 1
Justin Simon FINANCIAL ANALYST2024-2025 $73,775$136,025 1
John J Sheridan Director2020-2025 $20,000$122,000 1
Charles A Vorhees Director2020-2025 $20,000$122,000 1
Cherryl T Thomas Director2020-2025 $20,000$122,000 1
Stephanie Simon Member2023-2025 $25,000$75,000 1
Virginia Groark Hale Member2023-2025 $20,000$55,000 1
Raymond F Simon (former) Member2020-2022 $30,000$164,000 1
James J O'Connor (former) Director2020-2023 $5,000$67,000 1
Rev Donald Senior CP The Congregati (former) Director2020-2022 $10,000$48,000 1

People by year

2025 · 11 people listed · 11 paid, $1.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Matthew Simon Chief Advisor40 $660,124-$120,543 $780,6671
Joseph J Griseta Associate Director40 $116,250-$66,250 $182,5001
DANIEL SIMON ADMINISTRATOR40 $91,000-$34,642 $125,6421
LYNN M GRISETA ADMIN. ASSISTANT40 $60,500-$15,000 $75,5001
JUSTIN SIMON FINANCIAL ANALYST40 $69,250-$4,525 $73,7751
Mark T Simon Member4 $25,000-$0 $25,0001
Stephanie Simon Member4 $25,000-$0 $25,0001
John J Sheridan Director2 $20,000-$0 $20,0001
Charles A Vorhees Director2 $20,000-$0 $20,0001
Cherryl T Thomas Director2 $20,000-$0 $20,0001
Virginia Groark Hale Member2 $20,000-$0 $20,0001
2024 · 12 people listed · 12 paid, $1.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Matthew Simon President40 $301,000-$99,166 $400,1661
Joseph J Griseta Associate Director40 $258,750-$35,625 $294,3751
Daniel Simon Administrator40 $87,750-$32,008 $119,7581
Lynn M Griseta Administrative assis40 $57,125-$25,482 $82,6071
Justin Simon Financial Analyst40 $62,250-- $62,2501
R Matthew Simon Member4 $25,000-- $25,0001
Mark T Simon Member4 $25,000-- $25,0001
Stephanie Simon Member4 $25,000-- $25,0001
John J Sheridan Director2 $20,000-- $20,0001
Charles A Vorhees Director2 $20,000-- $20,0001
Cherryl T Thomas Directoor2 $20,000-- $20,0001
Virginia Groark Hale Member2 $20,000-- $20,0001
2023 · 12 people listed · 12 paid, $918K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Matthew Simon President40 $269,000-$108,771 $377,7711
Joseph J Griseta Associate Director40 $142,500-$35,625 $178,1251
Daniel Simon Administrator40 $87,000-$31,340 $118,3401
Lynn M Griseta Administrative assis40 $56,500-$32,181 $88,6811
R Matthew Simon Member4 $25,000-- $25,0001
Mark T Simon Member4 $25,000-- $25,0001
Stephanie Simon Member4 $25,000-- $25,0001
John J Sheridan Director2 $20,000-- $20,0001
Charles A Vorhees Director2 $20,000-- $20,0001
Cherryl T Thomas Directoor2 $20,000-- $20,0001
Virginia Groark Hale Member2 $15,000-- $15,0001
James J O'Connor Director2 $5,000-- $5,0001
2022 · 12 people listed · 12 paid, $959K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Matthew Simon President40 $273,750-$106,148 $379,8981
Joseph J Griseta Associate Director40 $141,250-$39,298 $180,5481
Daniel Simon Administrator40 $83,750-$28,940 $112,6901
Lynn M Griseta Administrative assis40 $55,625-$30,007 $85,6321
R Matthew Simon Member4 $40,000-- $40,0001
Mark T Simon Member4 $40,000-- $40,0001
Raymond F Simon Member2 $30,000-- $30,0001
James J O'Connor Director2 $20,000-- $20,0001
John J Sheridan Director2 $20,000-- $20,0001
Charles A Vorhees Director2 $20,000-- $20,0001
Cherryl T Thomas Directoor2 $20,000-- $20,0001
Rev Donald Senior CP The Congregati Director2 $10,000-- $10,0001
2021 · 12 people listed · 12 paid, $987K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Matthew Simon President40 $250,000-$103,251 $353,2511
Joseph J Griseta Associate Director40 $127,500-$38,383 $165,8831
Daniel Simon Administrator40 $82,500-$28,077 $110,5771
Lynn M Griseta Administrative assis40 $55,000-$26,936 $81,9361
Raymond F Simon Chairman10 $50,000-- $50,0001
R Matthew Simon Member4 $50,000-- $50,0001
Mark T Simon Member4 $50,000-- $50,0001
James J O'Connor Director2 $25,000-- $25,0001
John J Sheridan Director2 $25,000-- $25,0001
Charles A Vorhees Director2 $25,000-- $25,0001
Cherryl T Thomas Directoor2 $25,000-- $25,0001
Rev Donald Senior CP The Congregati Director2 $25,000-- $25,0001
2020 · 13 people listed · 13 paid, $861K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Matthew Simon President40 $235,000-$94,203 $329,2031
Joseph J Griseta Associate Director40 $98,750-$12,752 $111,5021
Daniel Simon Administrator40 $80,625-$27,293 $107,9181
Lynn M Griseta Administrative assis40 $52,875-$26,450 $79,3251
Raymond F Simon Chairman10 $50,000-- $50,0001
Raymond F Simon Member4 $34,000-- $34,0001
R Matthew Simon Member4 $34,000-- $34,0001
Mark T Simon Member4 $34,000-- $34,0001
James J O'Connor Director2 $17,000-- $17,0001
John J Sheridan Director2 $17,000-- $17,0001
Charles A Vorhees Director2 $17,000-- $17,0001
Cherryl T Thomas Directoor2 $17,000-- $17,0001
Rev Donald Senior CP The Congregati Director2 $13,000-- $13,0001

Highest-paid independent contractors

2025 · 2 contractors · $152K
NameLocationServicePaid
RICKARD SCHWARTZDENVER, COINVEST. MANAGEMENT$82,000
THE NORTHERN TRUST COMPANYCHICAGO, ILCUSTODIAN$69,567
2024 · 2 contractors · $149K
NameLocationServicePaid
Rickard SchwartzDenver, COInvestment Management$82,000
The Northern Trust CompanyChicago, ILCustodian$67,379
2023 · 2 contractors · $145K
NameLocationServicePaid
Rickard SchwartzDenver, COInvestment Management$82,000
The Northern Trust CompanyChicago, ILCustodian$63,288
2022 · 2 contractors · $158K
NameLocationServicePaid
Rickard SchwartzDenver, COInvestment Management$80,500
The Northern Trust CompanyChicago, ILCustodian$77,110
2021 · 2 contractors · $141K
NameLocationServicePaid
Rickard SchwartzDenver, COInvestment Management$80,000
The Northern Trust CompanyChicago, ILCustodian$60,976
2020 · 2 contractors · $141K
NameLocationServicePaid
Rickard SchwartzDenver, COInvestment Management$80,000
The Northern Trust CompanyChicago, ILCustodian$60,637

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 0 grants to organizations · $0 · 1 summary line · $6.8M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2024 · 553 grants to organizations · $5.9M · 2 returned · -$7K
2023 · 527 grants to organizations · $6.5M
2022 · 586 grants to organizations · $6.9M
2021 · 601 grants to organizations · $6.5M · 1 returned · -$2K
2020 · 561 grants to organizations · $4.5M · 2 returned · -$3K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2026-03-31 · view filing · original 990 ↗
$9,876,120$8,848,501 $128,949,011$128,949,011 $0- $906,374--
2024 · Form 990PF period ending 2025-03-31 · view filing · original 990 ↗
$17,155,097$7,670,064 $127,921,392$127,921,392 -- $714,750--
2023 · Form 990PF period ending 2024-03-31 · view filing · original 990 ↗
$13,643,070$8,084,792 $118,436,357$118,436,357 -- $566,500--
2022 · Form 990PF period ending 2023-03-31 · view filing · original 990 ↗
$2,664,272$8,259,937 $112,878,083$112,878,083 -- $615,000--
2021 · Form 990PF period ending 2022-03-31 · view filing · original 990 ↗
$6,552,474$8,042,033 $118,473,745$118,473,745 -- $702,500--
2020 · Form 990PF period ending 2021-03-31 · view filing · original 990 ↗
$12,430,151$6,038,238 $119,963,308$119,963,308 -- $566,750--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HELLENIC FOUNDATIONILP20 $9,636,601$8,197,075 Executive Dir.$206,937 Similar name, revenue within 2x, same state
BRAZIL FOUNDATIONNYQ30 $7,182,461$6,049,171 PRESIDENT & CEO$216,189 Similar name, revenue within 2x
HELEN HAY WHITNEY FOUNDATIONNYNot reported $7,555,325$4,525,751 Secr & Admin Dir$222,565 Similar name, revenue within 2x
F B HERON FOUNDATIONCTNot reported $15,317,344$19,822,923 SECRETARY$268,187 Similar name, revenue within 2x
HELEN MULL FOUNDATIONNJT22 $4,445,349$2,271,389 TRUSTEE$277,135 Similar name, revenue within 5x
HELIS FOUNDATIONLANot reported $4,825,901$3,696,976 PRESIDENT$0 Similar name, revenue within 5x
HELENA HEALTH FOUNDATIONARE22 $3,037,175$2,938,241 DIRECTOR$0 Similar name, revenue within 5x
HELEN JONES FOUNDATION INCTXNot reported $20,979,548$15,831,836 PRESIDENT/DIRECTOR$218,870 Similar name, revenue within 5x
BRACH FAMILY FOUNDATION INCNYNot reported $3,200,777$3,679,639 President$0 Similar name, revenue within 5x
BRIC FOUNDATIONCAA20 $2,678,393$2,317,275 Chairman/Executive Director$121,200 Similar name, revenue within 5x
HELLMAN FOUNDATIONCAT20 $41,739,679$64,555,585 BOARD CHAIR/DIRECTOR$0 Similar name, revenue within 5x
HELEN V FROEHLICH FOUNDATIONILNot reported $1,067,906$1,724,892 TRUSTEE$244,707 Similar name, revenue within 10x, same state
H B B FOUNDATIONILNot reported $1,868,581$1,204,682 PRESIDENT$0 Similar name, revenue within 10x, same state
HELEN HOUSTON OWEN FOUNDATIONILT22 $1,178,939$493,879 TRUSTEE$45,609 Similar name, revenue within 10x, same state
HELEN G BONFILS FOUNDATIONCOA11 $1,400,833$1,462,734 PRESIDENT$0 Similar name, revenue within 10x
HELENS HOPE FOUNDATIONNJT22 $1,518,166$1,213,229 EXECUTIVE DIRECTOR$60,000 Similar name, revenue within 10x
BRENDAN & HELEN BECHTEL FOUNDATIONDCT22 $1,623,426$3,934,644 PRESIDENT/DIRECTOR$0 Similar name, revenue within 10x
BRANT FOUNDATIONNYNot reported $1,537,269$1,000,079 TRUSTEE$0 Similar name, revenue within 10x
HELEN E DRAGAS FOUNDATIONVAT20 $1,477,594$362,629 President$0 Similar name, revenue within 10x
RACHEL FOUNDATIONNYT20 $1,052,350$856,344 DIRECTOR$0 Similar name, revenue within 10x
HELENA GROUP FOUNDATIONCAS20 $1,215,790$1,660,208 DIRECTOR OF AMERICA IN ONE ROOM AND PROJECT OPERATOR$242,872 Similar name, revenue within 10x
HELEN CLAY FRICK FOUNDATIONPAT20 $1,284,382$1,546,973 TREASURER$0 Similar name, revenue within 10x
HELEN GM CROWLEY FOUNDATIONFLT20 $1,563,604$32,638 PRESIDENT,DIRECTOR,SECRETARY,TREASURER$0 Similar name, revenue within 10x
B & B FOUNDATIONTNNot reported $1,174,817$2,122,313 OFFICER$0 Similar name, revenue within 10x
HELENS HOPE FOUNDATIONILT20 $624,394$1,201,220 TRUSTEE$0 Similar name, revenue differs more than 10x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HELLMAN FELLOWS FUND Private foundation$7,417,8631 12020–2020 HELLMAN FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$6,789,3408 32016–2024 BRAZIL FOUNDATION; HELENA GROUP FOUNDATION; BRIC FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$6,415,0006 22018–2024 HELENA GROUP FOUNDATION; BRIC FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$5,667,18230 102016–2024 BRAZIL FOUNDATION; BRACKETT FOUNDATION; HELENA GROUP FOUNDATION; H FOUNDATION and 6 more
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor$2,564,6388 12019–2022 BRAZIL FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$2,534,60310 22014–2024 HELENA GROUP FOUNDATION; BRAZIL FOUNDATION
ARKANSAS COMMUNITY FOUNDATION INC DAF sponsor$2,090,38338 12012–2024 HELENA HEALTH FOUNDATION
PRUDENTIAL FOUNDATION INC Private foundation$1,712,0008 12020–2024 BRAZIL FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,005,68425 62014–2024 BRACKETT FOUNDATION; HELENA GROUP FOUNDATION; BRAZIL FOUNDATION; HALF HELEN FOUNDATION and 2 more
EFRUSY FAMILY FOUNDATION Private foundation$1,000,0004 12021–2024 BRAZIL FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$701,0066 22019–2024 HELIO FOUNDATION; BRAZIL FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$669,52723 62019–2025 BRAZIL FOUNDATION; BRAIN FOUNDATION; HALF HELEN FOUNDATION; BRIC FOUNDATION and 2 more
QUADRIVIUM Private foundation$561,1331 12022–2022 HELENA GROUP FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$531,0003 32016–2024 HELENA GROUP FOUNDATION; BRAZIL FOUNDATION; BRACKETT FOUNDATION
IMAGINABLE FUTURES FOUNDATION Private foundation$518,1753 12023–2024 BRAZIL FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $8,848,501 spent · pay $1,408,567 · grants $6,849,120 · events $7,539
LineAs describedTotalShare
Contributions, gifts, grants paid $6,849,120 77.4%
Pay: officers, directors, trustees $906,374 10.2%
Pension plans and employee benefits $281,443 3.2%
Other salaries and wages $220,750 2.5%
Fees: other professional $190,305 2.2%
Taxes $150,520 1.7%
Other expenses $95,439 1.1%
Occupancy $74,063 0.8%
Fees: accounting $60,276 0.7%
Printing and publications $12,012 0.1%
Travel, conferences and meetings $7,539 0.1%
Fees: legal $660 0.0%
Total$8,848,501100%

View the filing

2024 · Form 990PF · $7,670,064 spent · pay $1,166,511 · grants $5,926,523 · events $7,969
LineAs describedTotalShare
Contributions, gifts, grants paid $5,926,523 77.3%
Pay: officers, directors, trustees $714,750 9.3%
Pension plans and employee benefits $244,636 3.2%
Other salaries and wages $207,125 2.7%
Fees: other professional $183,232 2.4%
Taxes $150,015 2.0%
Occupancy $98,927 1.3%
Other expenses $72,510 0.9%
Fees: accounting $58,994 0.8%
Travel, conferences and meetings $7,969 0.1%
Printing and publications $5,383 0.1%
Total$7,670,064100%

View the filing

2023 · Form 990PF · $8,084,792 spent · pay $958,752 · grants $6,516,942 · events $2,368
LineAs describedTotalShare
Contributions, gifts, grants paid $6,516,942 80.6%
Pay: officers, directors, trustees $566,500 7.0%
Pension plans and employee benefits $245,052 3.0%
Taxes $200,015 2.5%
Fees: other professional $179,532 2.2%
Other salaries and wages $147,200 1.8%
Occupancy $88,715 1.1%
Fees: accounting $55,713 0.7%
Other expenses $55,366 0.7%
Printing and publications $27,389 0.3%
Travel, conferences and meetings $2,368 0.0%
Total$8,084,792100%

View the filing

2022 · Form 990PF · $8,259,937 spent · pay $994,615 · grants $6,876,250 · events $613
LineAs describedTotalShare
Contributions, gifts, grants paid $6,876,250 83.2%
Pay: officers, directors, trustees $615,000 7.4%
Pension plans and employee benefits $240,240 2.9%
Fees: other professional $165,675 2.0%
Other salaries and wages $139,375 1.7%
Occupancy $118,152 1.4%
Fees: accounting $53,088 0.6%
Other expenses $48,334 0.6%
Printing and publications $2,835 0.0%
Travel, conferences and meetings $613 0.0%
Fees: legal $360 0.0%
Taxes $15 0.0%
Total$8,259,937100%

View the filing

2021 · Form 990PF · $8,042,033 spent · pay $1,085,724 · grants $6,476,999 · events $83
LineAs describedTotalShare
Contributions, gifts, grants paid $6,476,999 80.5%
Pay: officers, directors, trustees $702,500 8.7%
Pension plans and employee benefits $245,724 3.1%
Fees: other professional $201,613 2.5%
Other salaries and wages $137,500 1.7%
Occupancy $111,717 1.4%
Other expenses $55,979 0.7%
Fees: accounting $54,913 0.7%
Taxes $50,015 0.6%
Printing and publications $4,655 0.1%
Fees: legal $335 0.0%
Travel, conferences and meetings $83 0.0%
Total$8,042,033100%

View the filing

2020 · Form 990PF · $6,038,238 spent · pay $907,295 · grants $4,501,837 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,501,837 74.6%
Pay: officers, directors, trustees $566,750 9.4%
Pension plans and employee benefits $207,045 3.4%
Taxes $200,015 3.3%
Fees: other professional $184,641 3.1%
Other salaries and wages $133,500 2.2%
Occupancy $117,900 2.0%
Other expenses $59,137 1.0%
Fees: accounting $55,006 0.9%
Printing and publications $9,466 0.2%
Fees: legal $2,941 0.0%
Total$6,038,238100%

View the filing

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