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Also known as: CHARITABLE FOUNDATION
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Louis M Helms Jr & Anita B Helms Charitable Foundation is a private corporation based in MT PLEASANT, NC. The foundation received its IRS ruling in 2009. It holds total assets of $3.8M. Annual income is reported at $99K. Total assets have grown from $1.3M in 2011 to $3.8M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in North Carolina and New York. According to available records, Louis M Helms Jr & Anita B Helms Charitable Foundation has made 108 grants totaling $334K, with a median grant of $850. Annual giving has decreased from $219K in 2022 to $115K in 2023. Individual grants have ranged from N/A to $20K, with an average award of $3K. The foundation has supported 39 unique organizations. The foundation primarily supports organizations in North Carolina, New York, Texas, which account for 86% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$800
Average Grant
$3K
Largest Grant
$20K
Based on 37 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Louis M Helms Jr & Anita B Helms Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 108 grants. Its grantmaking reaches organizations primarily in NC, NY, TX.
Louis M Helms Jr & Anita B Helms Charitable Foundation has distributed a total of $334K across 108 grants. The median grant size is $850, with an average of $3K. Individual grants have ranged from N/A to $20K.
Louis M Helms Jr & Anita B Helms Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Louis M Helms Jr & Anita B Helms Charitable Foundation is headquartered in MT PLEASANT, NC. While based in NC, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Z Vance Smith Iii | TREASURER | $0 | $0 | N/A |
| Anita B Helms | PRESIDENT | $0 | $0 | N/A |
| Randall E White | SECRETARY | $0 | $0 | N/A |
Total Giving
$116K
Total Assets
$3.8M
Fair Market Value
$1.6M
Net Worth
$3.8M
Grants Paid
$115K
Contributions
$256K
Net Investment Income
$349
Distribution Amount
$83K
Total Grants
108
Total Giving
$334K
Average Grant
$3K
Median Grant
$850
Unique Recipients
39
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation ArmyPROGRAM SUPPORT | Concord, NC | $2K | 2023 |
| American Cancer SocietyCHARITABLE | Charlotte, NC | $500 | 2023 |
| Cooperative Christian MinistryPROGRAM SUPPORT | Concord, NC | $16K | 2023 |
| Second Harvest Food BankPROGRAM SUPPORT | Charlotte, NC | $16K | 2023 |
| Cabarrus Meals On WheelsPROGRAM SUPPORT | Concord, NC | $15K | 2023 |
| Mt Pleasant Food MinistryPROGRAM SUPPORT | Mt Pleasant, NC | $15K | 2023 |
| Wings Of Eagles RanchPROGRAM SUPPORT | Concord, NC | $11K | 2023 |
| Piedmont Choral SociaeyCHARITABLE | Concord, NC | $11K | 2023 |
| CvanPROGRAM SUPPORT | Concord, NC | $6K | 2023 |
| Charlotte Rescue MissionPROGRAM SUPPORT | Charlotte, NC | $3K | 2023 |
| Mercy ShipsCHARITABLE | Garden Valley, TX | $2K | 2023 |
| Friends Of The EarthCHARITABLE | Washington, DC | $2K | 2023 |
| Smile TrainCHARITABLE | New York, NY | $2K | 2023 |
| Earth JusticePROGRAM SUPPORT | Nyc, NY | $2K | 2023 |
| Wycliffe AssocPROGRAM SUPPORT | Orlando, FL | $2K | 2023 |
| OthersPROGRAM SUPPORT | Mt Pleasant, NC | $1K | 2023 |
| Doctors Wo Borders UsaPROGRAM SUPPORT | Nyc, NY | $1K | 2023 |
| NrdcCHARITABLE | New York, NY | $1K | 2023 |
| Special OlympicsPROGRAM SUPPORT | Morrisville, NC | $1K | 2023 |
| Wingate UnivPROGRAM SUPPORT | Wingate, NC | $1K | 2023 |
| Make A WishCHARITABLE | Charlotte, NC | $900 | 2023 |
| National Audubon SocietyCHARITABLE | New York, NY | $750 | 2023 |
| Arbor Day FoundationCHARITABLE | Lincoln, NE | $700 | 2023 |
| Alzheimer AssociationCHARITABLE | Charlotte, NC | $600 | 2023 |
| NcsgCHARITABLE | Raleigh, NC | $500 | 2023 |
| Aarp FdnPROGRAM SUPPORT | Raleigh, NC | $450 | 2023 |
| Environmental Defense FunCHARITABLE | New York, NY | $400 | 2023 |
| WdavPROGRAM SUPPORT | Davidson, NC | $365 | 2023 |
| Susan G KomenCHARITABLE | Charlotte, NC | $200 | 2023 |
| Heifer InternationalPROGRAM SUPPORT | Little Rock, AR | $200 | 2023 |
| The Nature ConservancyCHARITABLE | Asheville, NC | $200 | 2023 |
| Autism SpeaksCHARITABLE | Charlotte, NC | $200 | 2023 |
| American Horticultural SoCHARITABLE | Alexandria, VA | $100 | 2023 |
| Cababus County Law EnforcCHARITABLE | Concord, NC | N/A | 2023 |
| American Parkinson DiseasCHARITABLE | Charlotte, NC | $2K | 2022 |