HELIOS FOUNDATION INC

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Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text HELIOS FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/helios-foundation-inc-391532106. Retrieved 2026-11-09.

APA furp.org. (n.d.). HELIOS FOUNDATION INC [Nonprofit organization profile; tax years 2013–2024]. Retrieved November 9, 2026, from https://furp.org/org/helios-foundation-inc-391532106

MLA “HELIOS FOUNDATION INC.” furp.org, tax years 2013–2024, https://furp.org/org/helios-foundation-inc-391532106. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2013–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990PF · revenue $1.3M · expenses $818K · assets $8.1M

Also known as
C/O SCHAPER BENZ & WISE INV CNSL
EIN
39-1532106
Address
PO BOX 6, NEENAH, WI 54957-0006
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) inferred (by a small language model from the name and 990 text, confidence 0.50; not an IRS classification)
FURP topic
abuse: substance (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
November 1986 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 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
Schaper Benz Wise Investment Cnsl ADMINISTRATOR2013-2024 $84,461$432,812 1
John Buchanan DIRECTOR/PRESIDENT2013-2024 $20,000$110,000 1

Officers and directors, no compensation reported

12 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Nancy Mcloughlin DIRECTOR2013-2024 0 $0 reported 1
Pat Mcloughlin DIRECTOR2013-2024 0 $0 reported 1
Daniel Jacob DIRECTOR2013-2024 0 $0 reported 1
Juliana Kelly DIRECTOR2013-2024 0 $0 reported 1
Christina Siddall DIRECTOR2020-2024 0 $0 reported 1
Barbara Aalfs DIRECTOR2013-2024 0 $0 reported 1
Ben Mcloughlin DIRECTOR2013-2024 0 $0 reported 1
David Jacob DIRECTOR2013-2024 0 $0 reported 1
Betsey Thomson DIRECTOR2013-2024 0 $0 reported 1
Marjorie Kiewit (former) DIRECTOR2013 0 $0 reported 1
Christina Aalfs (former) DIRECTOR2013 0 $0 reported 1
Linda Jacob (former) DIRECTOR2013 0 $0 reported 1

People by year

2024 · 11 people listed · 2 paid, $104K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCHAPER BENZ WISE INVESTMENT CNSL ADMINISTRATOR5 $84,461-$0 $84,4611
JOHN BUCHANAN DIRECTOR/PRESIDENT2 $20,000-$0 $20,0001
NANCY MCLOUGHLIN DIRECTOR0 $0-$0 $01
PAT MCLOUGHLIN DIRECTOR0 $0-$0 $01
DANIEL JACOB DIRECTOR0 $0-$0 $01
JULIANA KELLY DIRECTOR0 $0-$0 $01
CHRISTINA SIDDALL DIRECTOR0 $0-$0 $01
BARBARA AALFS DIRECTOR0 $0-$0 $01
BEN MCLOUGHLIN DIRECTOR0 $0-$0 $01
DAVID JACOB DIRECTOR0 $0-$0 $01
BETSEY THOMSON DIRECTOR0 $0-$0 $01
2023 · 11 people listed · 2 paid, $100K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCHAPER BENZ WISE INVESTMENT CNSL ADMINISTRATOR5 $80,110-$0 $80,1101
JOHN BUCHANAN DIRECTOR/PRESIDENT2 $20,000-$0 $20,0001
NANCY MCLOUGHLIN DIRECTOR0 $0-$0 $01
PAT MCLOUGHLIN DIRECTOR0 $0-$0 $01
DANIEL JACOB DIRECTOR0 $0-$0 $01
JULIANA KELLY DIRECTOR0 $0-$0 $01
CHRISTINA SIDDALL DIRECTOR0 $0-$0 $01
BARBARA AALFS DIRECTOR0 $0-$0 $01
BEN MCLOUGHLIN DIRECTOR0 $0-$0 $01
DAVID JACOB DIRECTOR0 $0-$0 $01
BETSEY THOMSON DIRECTOR0 $0-$0 $01
2022 · 11 people listed · 2 paid, $96K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCHAPER BENZ WISE INVESTMENT CNSL ADMINISTRATOR5 $75,930-$0 $75,9301
JOHN BUCHANAN DIRECTOR/PRESIDENT2 $20,000-$0 $20,0001
NANCY MCLOUGHLIN DIRECTOR0 $0-$0 $01
PAT MCLOUGHLIN DIRECTOR0 $0-$0 $01
DANIEL JACOB DIRECTOR0 $0-$0 $01
JULIANA KELLY DIRECTOR0 $0-$0 $01
CHRISTINA SIDDALL DIRECTOR0 $0-$0 $01
BARBARA AALFS DIRECTOR0 $0-$0 $01
BEN MCLOUGHLIN DIRECTOR0 $0-$0 $01
DAVID JACOB DIRECTOR0 $0-$0 $01
BETSEY THOMSON DIRECTOR0 $0-$0 $01
2021 · 11 people listed · 2 paid, $108K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCHAPER BENZ WISE INVESTMENT CNSL ADMINISTRATOR5 $88,158-$0 $88,1581
JOHN BUCHANAN DIRECTOR/PRESIDENT2 $20,000-$0 $20,0001
NANCY MCLOUGHLIN DIRECTOR0 $0-$0 $01
PAT MCLOUGHLIN DIRECTOR0 $0-$0 $01
DANIEL JACOB DIRECTOR0 $0-$0 $01
JULIANA KELLY DIRECTOR0 $0-$0 $01
CHRISTINA SIDDALL DIRECTOR0 $0-$0 $01
BARBARA AALFS DIRECTOR0 $0-$0 $01
BEN MCLOUGHLIN DIRECTOR0 $0-$0 $01
DAVID JACOB DIRECTOR0 $0-$0 $01
BETSEY THOMSON DIRECTOR0 $0-$0 $01
2020 · 11 people listed · 2 paid, $96K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCHAPER BENZ WISE INVESTMENT CNSL ADMINISTRATOR5 $76,309-$0 $76,3091
JOHN BUCHANAN DIRECTOR/PRESIDENT2 $20,000-$0 $20,0001
NANCY MCLOUGHLIN DIRECTOR0 $0-$0 $01
PAT MCLOUGHLIN DIRECTOR0 $0-$0 $01
DANIEL JACOB DIRECTOR0 $0-$0 $01
JULIANA KELLY DIRECTOR0 $0-$0 $01
CHRISTINA SIDDALL DIRECTOR0 $0-$0 $01
BARBARA AALFS DIRECTOR0 $0-$0 $01
BEN MCLOUGHLIN DIRECTOR0 $0-$0 $01
DAVID JACOB DIRECTOR0 $0-$0 $01
BETSEY THOMSON DIRECTOR0 $0-$0 $01
2013 · 13 people listed · 2 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCHAPER BENZ WISE INVESTMENT CNSL ADMINISTRATOR40 $27,844-$0 $27,8441
JOHN BUCHANAN DIRECTOR/PRESIDENT2 $10,000-$0 $10,0001
MARJORIE KIEWIT DIRECTOR0 $0-$0 $01
NANCY MCLOUGHLIN DIRECTOR0 $0-$0 $01
PAT MCLOUGHLIN DIRECTOR0 $0-$0 $01
DANIEL JACOB DIRECTOR0 $0-$0 $01
JULIANA KELLY DIRECTOR0 $0-$0 $01
CHRISTINA AALFS DIRECTOR0 $0-$0 $01
BARBARA AALFS DIRECTOR0 $0-$0 $01
LINDA JACOB DIRECTOR0 $0-$0 $01
BEN MCLOUGHLIN DIRECTOR0 $0-$0 $01
DAVID JACOB DIRECTOR0 $0-$0 $01
BETSEY THOMSON DIRECTOR0 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $84K
NameLocationServicePaid
SCHAPER BENZ & WISE INVESTMENT COUNSEL INCNEENAH, WIINVESTMENT MGMT$84,461
2023 · 1 contractor · $80K
NameLocationServicePaid
SCHAPER BENZ & WISE INVESTMENT COUNSEL INCNEENAH, WIINVESTMENT MGMT$80,110
2022 · 1 contractor · $76K
NameLocationServicePaid
SCHAPER BENZ & WISE INVESTMENT COUNSEL INCNEENAH, WIINVESTMENT MGMT$75,930
2021 · 1 contractor · $88K
NameLocationServicePaid
SCHAPER BENZ & WISE INVESTMENT COUNSEL INCNEENAH, WIINVESTMENT MGMT$88,158
2020 · 1 contractor · $76K
NameLocationServicePaid
SCHAPER BENZ & WISE INVESTMENT COUNSEL INCNEENAH, WIINVESTMENT MGMT$76,309

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.

2024 · 70 grants to organizations · $690K
2023 · 70 grants to organizations · $890K
2022 · 74 grants to organizations · $690K
2021 · 81 grants to organizations · $720K
2020 · 63 grants to organizations · $525K
2013 · 31 grants to organizations · $230K

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

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $139K
#ContributorTypeCity, stateTotalNoncashSource
1 JOHN H BUCHANAN Person APPLETON, WI $139,212$139,212 Form 990PF Sch. B, 2022 · filing
2020 · 1 contributor · $69K
#ContributorTypeCity, stateTotalNoncashSource
1 JOHN BUCHANAN Organization or other NEENAH, WI $68,822$68,822 Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

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
2024 · Form 990PF period ending 2025-05-31 · view filing · original 990 ↗
$1,262,949$817,829 $8,060,338$8,060,338 -- $104,461--
2023 · Form 990PF period ending 2024-05-31 · view filing · original 990 ↗
$798,556$1,004,571 $7,615,218$7,615,218 -- $100,110--
2022 · Form 990PF period ending 2023-05-31 · view filing · original 990 ↗
$750,389$809,484 $7,821,233$7,821,233 $139,668- $95,930--
2021 · Form 990PF period ending 2022-05-31 · view filing · original 990 ↗
$961,016$843,277 $7,939,891$7,939,891 $0- $108,158--
2020 · Form 990PF period ending 2021-05-31 · view filing · original 990 ↗
$705,626$626,347 $7,822,152$7,822,152 $68,822- $96,309--
2013 · Form 990PF period ending 2014-05-31 · view filing · original 990 ↗
$182,486$273,960 $3,056,410$3,056,410 -- $37,844--

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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RALPH EVINRUDE FOUNDATION INCWIT20 $1,324,882$1,446,989 PRES/DIR$50,000 Same NTEE code T20, revenue within 2x, same state, similar name
THE MILBANK FOUNDATIONWIT20 $1,325,249$1,655,751 ASST SECRETARY$24,000 Same NTEE code T20, revenue within 2x, same state
IRVING AND DOROTHY LEVY FAMILY FOUNDATION INCWIT20 $1,244,282$5,837,364 TREASURER$0 Same NTEE code T20, revenue within 2x, same state
CORNERSTONE FOUNDATION OF NORTHEASTERN WISCONSIN INCWIT20 $1,249,778$1,888,330 ASST SECRETARY & DIRECTOR$62,923 Same NTEE code T20, revenue within 2x, same state
JOCKEY BEING FAMILY FOUNDATION LTDWIT20 $1,267,261$1,540,623 DIRECTOR/PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
MICHAEL W LOUIS PRIVATE FOUNDATIONWIT20 $1,355,371$962,388 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
VINGER FAM FNDTNWIT20 $1,319,759$162,875 Trustee$0 Same NTEE code T20, revenue within 2x, same state
HYNES FOUNDATION INCCTT20 $1,356,207$330,809 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
W&L FOUNDATION INCNYT20 $1,344,200$545,997 VICE PRESIDE$0 Same NTEE code T20, revenue within 2x, similar name
MANN FOUNDATION INCNCT20 $1,284,929$862,942 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
JANE HENSON FOUNDATION INCNYT20 $1,199,643$843,007 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
KNAPP FOUNDATION INCTNT20 $1,260,020$766,997 CHAIRMAN$113,000 Same NTEE code T20, revenue within 2x, similar name
ATRAN FOUNDATION INCNJT20 $1,210,451$1,707,846 DIRECTOR$113,660 Same NTEE code T20, revenue within 2x, similar name
MENLO FOUNDATION INCCAT20 $1,350,000$2,657,281 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
VITAL FOUNDATION INCINT20 $1,363,587$538,433 PRESIDENT$191,251 Same NTEE code T20, revenue within 2x, similar name
MILLER FOUNDATION INCTXT20 $1,263,862$400,036 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
FRAYDUN FOUNDATION INCNYT20 $1,228,641$304,331 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
CRALLE FOUNDATION INCKYT20 $1,324,344$918,760 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
BRIGHT FOUNDATION INCWVT20 $1,181,282$324,311 DIRECTOR/VP$0 Same NTEE code T20, revenue within 2x, similar name
SERENA FOUNDATION INCVTT20 $1,176,756$3,284,220 PRESIDENT$15,000 Same NTEE code T20, revenue within 2x, similar name
HERMAN GOLDMAN FOUNDATION INCDET20 $1,357,511$1,073,729 Assistant Sec$48,924 Same NTEE code T20, revenue within 2x, similar name
INTEL FOUNDATIONORT20 $1,240,470$19,342,885 PRESIDENT (7/21/2025-PRESENT)$0 Same NTEE code T20, revenue within 2x, similar name
SEYMOUR FOUNDATION INCNYT20 $1,296,721$1,920,039 President/Secretary/Director$0 Same NTEE code T20, revenue within 2x, similar name
CHARLES FOUNDATION INCNJT20 $1,326,552$1,275,055 PRESIDENT/TREASURER/TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
EDWARDS FOUNDATION INCCAT20 $1,335,419$476,016 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name

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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
MORI LEGACY FOUNDATION INC $35,000,0001 1Private foundation2021–2021 EUGENE EWAN MORI FOUNDATION INC
LOOMIS FOUNDATION INC $14,057,6951 1Private foundation2023–2023 LOOMIS FAMILY FOUNDATION INC
JEWISH FEDERATION OF CLEVELAND $11,022,38215 1DAF sponsor2010–2024 CLEVELAND HILLEL FOUNDATION INC
THE IRVING HARRIS FOUNDATION $1,000,0001 1Private foundation2024–2024 MAKO FOUNDATION
THE CLEVELAND FOUNDATION $94,0005 1DAF sponsor2010–2018 CLEVELAND HILLEL FOUNDATION INC
ESTHER AND HYMAN RAPPORT PHILANTHROPIC TR $65,0004 1Private foundation2013–2016 CLEVELAND HILLEL FOUNDATION INC
EMMA R FOX CHARITABLE TRUST NATIONAL CITY BANK $50,0005 1Private foundation2021–2025 CLEVELAND HILLEL FOUNDATION INC
THE ALBERT B & AUDREY G RATNER FAMILY FOUNDATION $35,5006 1Private foundation2010–2021 CLEVELAND HILLEL FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING $24,0573 1DAF sponsor2022–2024 CLEVELAND HILLEL FOUNDATION INC
IRVING I STONE FOUNDATION $23,25010 1Private foundation2013–2022 CLEVELAND HILLEL FOUNDATION INC
COCCIA FOUNDATION $20,7263 1Private foundation2015–2021 PARAGANO FAMILY FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $20,3743 1DAF sponsor2019–2024 CLEVELAND HILLEL FOUNDATION INC
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES $20,0002 1DAF sponsor2017–2019 CLEVELAND HILLEL FOUNDATION INC
MILTON & TAMAR MALTZ FAMILY FOUNDATION INC $19,00011 1Private foundation2012–2024 CLEVELAND HILLEL FOUNDATION INC
COMMUNITY FOUNDATION OF NEW JERSEY $11,2041 1DAF sponsor2021–2021 PROVIDENT BANK FOUNDATION INC

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.

2024 · Form 990PF · $817,829 spent · pay $104,461 · grants $690,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $690,000 84.4%
Pay: officers, directors, trustees $104,461 12.8%
Taxes $22,161 2.7%
Fees: legal $709 0.1%
Other expenses $498 0.1%
Total$817,829100%

View the filing

2023 · Form 990PF · $1,004,571 spent · pay $100,110 · grants $890,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $890,000 88.6%
Pay: officers, directors, trustees $100,110 10.0%
Taxes $8,569 0.9%
Fees: legal $3,015 0.3%
Other expenses $2,877 0.3%
Total$1,004,571100%

View the filing

2022 · Form 990PF · $809,484 spent · pay $95,930 · grants $690,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $690,000 85.2%
Pay: officers, directors, trustees $95,930 11.9%
Taxes $18,632 2.3%
Fees: legal $3,375 0.4%
Other expenses $1,547 0.2%
Total$809,484100%

View the filing

2021 · Form 990PF · $843,277 spent · pay $108,158 · grants $720,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $720,000 85.4%
Pay: officers, directors, trustees $108,158 12.8%
Taxes $12,888 1.5%
Fees: legal $2,002 0.2%
Other expenses $229 0.0%
Total$843,277100%

View the filing

2020 · Form 990PF · $626,347 spent · pay $96,309 · grants $525,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $525,000 83.8%
Pay: officers, directors, trustees $96,309 15.4%
Taxes $2,736 0.4%
Fees: legal $2,029 0.3%
Other expenses $273 0.0%
Total$626,347100%

View the filing

2013 · Form 990PF · $273,960 spent · pay $37,844 · grants $229,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $229,500 83.8%
Pay: officers, directors, trustees $37,844 13.8%
Taxes $4,022 1.5%
Fees: legal $2,566 0.9%
Other expenses $28 0.0%
Total$273,960100%

View the filing

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