Funder DirectoryHELMS FOUNDATION INC
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Private foundation (trust)EIN 956091335Est. 1947-08

HELMS FOUNDATION INC

IRVINE, CA 92612

Total Assets

$4.8M

FY 2024

Annual Giving

$176K

FY 2024

Grants Made

51

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$500–$10K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$206K

Total Expenses

$214K

Qualifying Distributions

$208K

Distributable Amount

$231K

Min. Investment Return

$234K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

51 grants

Grant sizes from minimum $500 through median $2K to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2024. Peak $195K in 2019. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

293 grants

SERVITE HIGH SCHOOL
$58K
6 grants
ST JUDE MEMORIAL FOUNDATION
$55K
6 grants
THE GOOD SAMARITAN CENTER
$50K
5 grants
ROSARY HIGH SCHOOL
$45K
5 grants
FREDERICKSBURG ISD EDUCATION FOUNDA
$35K
5 grants
FREDERICKSBURG SCHOLARSHIP FUND
$30K
6 grants
HILL COUNTRY MEMORIAL HOSPITAL
$30K
3 grants
AOPA FOUNDATION
$29K
6 grants

Grant Size Distribution

293 grants

<$10K
291
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

14 states

California
$462K
43% of total
Texas
$232K
22% of total
Alaska
$161K
15% of total
Florida
$106K
10% of total
New York
$35K
3% of total
Maryland
$29K
3% of total
Colorado
$11K
1% of total
Arizona
$10K
1% of total
Michigan
$9K
1% of total
Oregon
$6K
1% of total

+4 more states

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HELMS FOUNDATION INC — Grants, Financials & Contact | Grantivo