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Also known as: PRIVATE FOUNDATION
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William D And Agnes H Helmuth Private Foundation is a private trust based in WINTER HAVEN, FL. The foundation received its IRS ruling in 2010. The principal officer is Steven R Wright. It holds total assets of $737K. Annual income is reported at $64K. The foundation is governed by 2 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. Grantmaking is concentrated in Florida. According to available records, William D And Agnes H Helmuth Private Foundation has made 28 grants totaling $119K, with a median grant of $3K. The foundation has distributed between $56K and $63K annually from 2021 to 2022. Individual grants have ranged from $2K to $16K, with an average award of $4K. The foundation has supported 14 unique organizations. Grants have been distributed to organizations in Florida and New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$3K
Average Grant
$4K
Largest Grant
$14K
Based on 14 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.
William D And Agnes H Helmuth Private Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 28 grants. Its grantmaking reaches organizations primarily in FL, NY.
William D And Agnes H Helmuth Private Foundation has distributed a total of $119K across 28 grants. The median grant size is $3K, with an average of $4K. Individual grants have ranged from $2K to $16K.
William D And Agnes H Helmuth Private Foundation typically selects its grantees rather than accepting unsolicited proposals.
William D And Agnes H Helmuth Private Foundation is headquartered in WINTER HAVEN, FL. While based in FL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Steven R Wright | CO-TRUSTEE | $0 | $0 | N/A |
| Larry Mooneyham | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$80K
Total Assets
$791K
Fair Market Value
$1.1M
Net Worth
$791K
Grants Paid
$58K
Contributions
N/A
Net Investment Income
$16K
Distribution Amount
$55K
Total: $577K
Total Grants
28
Total Giving
$119K
Average Grant
$4K
Median Grant
$3K
Unique Recipients
14
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mcleod Memorial Presbyterian ChurchFOR THE CHURCH & OUTREACH PROGRAMS | Bartow, FL | $16K | 2022 |
| American Red CrossASSISTANCE FOR HURRICANE RECOVERY | Winter Haven, FL | $6K | 2022 |
| Volunteers In Svc To The ElderlyTO ASSIST WITH PROGRAMS FOR ELDERLY | Lakeland, FL | $5K | 2022 |
| Church Service CenterTO ASSIST WITH COMMUNITY PROGRAMS | Bartow, FL | $5K | 2022 |
| H Lee Moffitt Cancer Ctr FdnTO ASSIST WITH CANCER RESEARCH | Tampa, FL | $4K | 2022 |
| Good Shepherd HospiceTO ASSIST IN PATIENT SUPPORT | Auburndale, FL | $4K | 2022 |
| American Parkinson Disease AssocASSIST WITH THEIR RESEARCH PROGRAMS | Staten Island, NY | $4K | 2022 |
| Women'S Care Ctr Of BartowTO ASSIST WITH COMMUNITY PROGRAMS | Bartow, FL | $3K | 2022 |
| American Heart AssociationTO ASSIST IN THE RESEARCH PROGRAMS | Orlando, FL | $3K | 2022 |
| Turkey Creek Assembly Of GodTO ASSIST TRANSFORMING LIFE MINISTRY | Plant City, FL | $3K | 2022 |
| Habitat For Humanity E PolkASSISTANCE WITH HOUSING COSTS | Winter Haven, FL | $3K | 2022 |
| Arthritis FoundationTO ASSIST IN THE FDN'S RESEARCH | Bradenton, FL | $3K | 2022 |
| Humane Society Of Polk CountyFOR SHELTER PROGRAMS FOR THE ANIMALS | Winter Haven, FL | $3K | 2022 |
| Spca FloridaFOR SHELTER PROGRAMS FOR THE ANIMALS | Lakeland, FL | $2K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL