Funder DirectoryLOUIS M HELMS JR AND ANITA B HELMS
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Private foundation (trust)EIN 261539092Est. 2009-04

LOUIS M HELMS JR AND ANITA B HELMS

MT PLEASANT, NC 281248563

Total Assets

$1.3M

FY 2024

Annual Giving

$89K

FY 2024

Grants Made

35

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$25–$16K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$99K

Total Expenses

$89K

Qualifying Distributions

$89K

Distributable Amount

$71K

Min. Investment Return

$71K

Undistributed Income

$24K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

35 grants

Grant sizes from minimum $25 through median $900 to maximum $16K, 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 2018 to 2024. Peak $115K in 2023. Hover bars for details.

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

Top Recipients

160 grants

MT PLEASANT FOOD MINISTRY
$101K
6 grants
CABARRUS MEALS ON WHEELS
$101K
6 grants
COOPERATIVE CHRISTIAN MINISTRY
$101K
6 grants
SECOND HARVEST FOOD BANK
$101K
6 grants
WINGS OF EAGLES RANCH
$32K
6 grants
CVAN
$25K
6 grants
PIEDMONT CHORAL SOCIAEY
$11K
1 grant
CHARLOTTE RESCUE MISSION
$7K
6 grants

Grant Size Distribution

160 grants

<$10K
134
grants
$10–50K
26
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

North Carolina
$537K
92% of total
New York
$18K
3% of total
District of Columbia
$9K
2% of total
Texas
$5K
1% of total
Nebraska
$3K
0% of total
Florida
$3K
0% of total
Arkansas
$2K
0% of total
Virginia
$2K
0% of total
Oklahoma
$2K
0% of total
Minnesota
$500
0% of total

+3 more states

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LOUIS M HELMS JR AND ANITA B HELMS — Grants, Financials & Contact | Grantivo