Helms Foundation INC FY2021 filing

Tax-deductible

Irvine, CA501(c)(3)EIN 95-6091335Revenue $160K in FY2021

On file with the IRS18201 Von Karman Ave Ste 450, 92612-1195 · Irvine, CATax-exempt since Aug 1947Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2021 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $54K a year · 34% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
5 mo
of spending, in cash
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$160K
-21% vs prior year
Spent
$202K
Net assets
$4.2M
By yearFY2020–FY2025
Revenue
$160K
FY2021▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2020$202K
FY2021$160K
FY2022$239K
FY2023$178K
FY2024−$30K
FY2025$206K
Expenses
$202K
FY2021▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$229K
FY2021$202K
FY2022$209K
FY2023$213K
FY2024$213K
FY2025$214K
Net assets
$4.2M
FY2021▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.2M
FY2021$4.2M
FY2022$4.2M
FY2023$4.2M
FY2024$3.9M
FY2025$3.9M

From the FY2021 Form 990 (year ending June 2021) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1947.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 84% · $170K Operating & administrative 16% · $33K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2022
Elizabeth Bennett$1,500$1,500
Stephen Helms Bell$1,500$1,500
Fonza Bell Lawther$1,500$1,500
Michael F Kanne$1,500$1,500
Kristen Churchill$1,500$1,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Helms Foundation INC executive salaries →

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Programs and updates

A private foundation based in Irvine, CA.

Questions for Helms Foundation INC

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 51 grants · $176K · 2024–2024
The Good Samaritan CenterFY2024$10,000
St Jude Memorial FoundationCA · FY2024$10,000
Servite High SchoolFY2024$10,000
Rosary High SchoolIL · FY2024$10,000
KpalHI · FY2024$10,000
Aopa FoundationFY2024$5,500
The Grace Center of FredericksburgFY2024$5,000
St Mary's SchoolFY2024$5,000
Hill Country Community Needs CounciFY2024$5,000
Friends of Fredericksburg Nature CeFY2024$5,000
Fredericksburg Scholarship FundFY2024$5,000
Individual RecipientFY2024$5,000
The Health TrustCA · FY2024$4,000
Second Harvest Food Bank of Santa CFY2024$4,000
RaftFY2024$4,000
Grey BearsCA · FY2024$4,000
See all 51 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV26
Average grantPart XV$3K
Median grantPart XV$2K
Largest grantPart XV$10K
Top cause focusNTEEAnimals (16%)

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$160K
Investment income$166K
Money out
$202K
Grants paid$170K
Running costs$33K
Owns and owes
$4.2M
net assets
Cash and savings$81K
Total assets$4.2M
Liabilities$0
2In more detail
Revenue in detail
Investment income$166K
Total revenue$160K
Assets in detailEnd of year
Cash and savings together$81K
Total assets$4.2M
Liabilities$0
Net assets$4.2M
Operations
Fiscal year endsJune

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $206K$214K−$8K$3.9M 990 PDF
FY2024 −$30K$213K−$243K$3.9M 990 PDF
FY2023 $178K$213K−$35K$4.2M 990 PDF
FY2022 $239K$209K$30K$4.2M 990 PDF
FY2021 Viewing $160K$202K−$43K$4.2M 990 PDF
FY2020 $202K$229K−$27K$4.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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