Funder DirectoryTHE HELTON FOUNDATION
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Private foundation (trust)EIN 203694022Est. 2005-12

THE HELTON FOUNDATION

PEACHTREE CORNERS, GA 30092

Accepts unsolicited proposals

Total Assets

$15.1M

FY 2024

Annual Giving

$612K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$204K

FY 2024

Grant Range

$17K–$354K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$745K

Total Expenses

$669K

Qualifying Distributions

$617K

Distributable Amount

$724K

Min. Investment Return

$733K

Undistributed Income

$695K

Payout rate 85%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.85%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $755K in 2023. Hover bars for details.

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

Top Recipients

27 grants

SCHWAB CHARITABLE FUND
$4.8M
26 grants
RIP MEDICAL DEBT
$33K
1 grant

Grant Size Distribution

27 grants

<$10K
3
grants
$10–50K
3
grants
$50–250K
14
grants
$250K–1M
7
grants
$1–5M
$5M+

Geographic Focus

2 states

California
$4.8M
99% of total
Massachusetts
$33K
1% of total

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THE HELTON FOUNDATION — Grants, Financials & Contact | Grantivo