Funder DirectoryWILLIAM G & JANE HELMS CHARITABLE
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Private foundation (trust)EIN 516532661Est. 2003-03

WILLIAM G & JANE HELMS CHARITABLE

CINCINNATI, OH 45230

Accepts unsolicited proposals

Total Assets

$1.4M

FY 2023

Annual Giving

$28K

FY 2023

Grants Made

22

FY 2023

Avg Grant

$1K

FY 2023

Grant Range

$100–$7K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$72K

Total Expenses

$60K

Qualifying Distributions

$37K

Distributable Amount

$62K

Min. Investment Return

$63K

Undistributed Income

$46K

Payout rate 60%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.60%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

22 grants

Grant sizes from minimum $100 through median $1K to maximum $7K, 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

5 years

Giving over time from 2018 to 2023. Peak $66K in 2020. Hover bars for details.

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

Top Recipients

72 grants

CINCINNATI ZOO & BOTANICAL GARDEN
$38K
5 grants
ARTS WAVE
$34K
1 grant
CINCINNATI ART MUSEUM
$23K
3 grants
ART ACADEMY OF CINCINNATI
$14K
2 grants
NKU FOUNDATION
$12K
3 grants
CLEREMONT COUNTY ANIMAL CLINIC
$10K
1 grant
TAFT MUSEUM
$8K
3 grants
ATADA FOUNDATION
$8K
2 grants

Grant Size Distribution

72 grants

<$10K
69
grants
$10–50K
3
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Ohio
$183K
82% of total
Kentucky
$18K
8% of total
New York
$8K
4% of total
New Mexico
$8K
3% of total
Florida
$3K
1% of total
South Carolina
$1K
0% of total
Colorado
$1K
0% of total
District of Columbia
$500
0% of total
Virginia
$200
0% of total

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WILLIAM G & JANE HELMS CHARITABLE — Grants, Financials & Contact | Grantivo