2026-03-13T11:53:45-07:00 2025-12-31 813634774 Poulsen & Stowell PLLC 7536 E Angus Drive Scottsdale AZ 85251 990PF 2025-01-01 203794532 HELMS FAMILY FOUNDATION HELM 20875 NORTH 90TH PLACE 210 SCOTTSDALE AZ 85255 ROGER HELMS President 2026-03-13 true BRYAN STOWELL P01227251 4809460505 2025 2025-03-06 01:10:19Z X 6056302 X X 8415 8415 8415 159913 159913 159913 57421 1201089 57421 2782 2782 228531 228531 168328 2540 2540 2955 136 14975 14975 20470 17651 0 335142 335142 355612 17651 335142 -127081 210880 168328 39214 73713 73713 454854 79168 79168 4279354 4493459 5903421 4773422 4646340 6056302 1 1 0 X 4773421 4646340 4773421 4646340 4773422 4646340 4773421 -127081 4646340 4646340 WELLS FARGO ADVISORS P 2025-08-12 2025-12-31 191911 206430 -14519 -14519 WELLS FARGO ADVISORS P 2021-04-27 2025-04-08 516393 455133 61260 61260 WELLS FARGO ADVISORS P 2024-02-16 2025-12-08 482105 482105 Capital Gain Dividends 10680 57421 -14519 2931 2931 2931 X 119 3050 0 false false false false false false false false true AZ true false false false false true N/A ROGER HELMS 4807181111 20875 NORTH 90TH PLACE SCOTTSDALE AZ 85255 false false false false false false false false false false false false false false false false false false false false false false ROGER T HELMS 20875 NORTH 90TH PLACE 210 SCOTTSDALE AZ 85255 President 0.00 0 DARLA K HELMS 20875 NORTH 90TH PLACE 210 SCOTTSDALE AZ 85255 Secretary 0.00 0 NONE NONE 5525808 280442 0 5806250 0 5806250 87094 5719156 285958 285958 2931 2931 283027 283027 283027 335142 335142 283027 243202 335142 243202 0 91940 191087 X ILLUMINATE COMMUNITY CHURCH 17800 N PERIMETER DRIVE SCOTTSDALE AZ 85255 NONE PC FOR RELIGIOUS AND CHARITABLE EFFORTS 100000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC TO HELP PROVIDE SPIRITUAL AND PHYSICL AID TO HURTING PEOPLE AROUND THE WORLD 5010 PROVERBS 31 MINISTRIES 630 TEAM RD SUITE 100 MATTHEWS NC 28105 NONE PC TO HELP LEAD WOMEN INTO A PERSONAL RELATIONSHIP WITH CHRIST 5285 COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 NONE PC TO HELP REDUCE CHILD POVERTY WORLDWIDE 2200 FRESH START WOMENS FOUNDATION 1130 E MCDOWELL RD PHOENIX AZ 85006 NONE PC TO HELP EMPOWER WOMEN TO HELP THEM TAKE THE FIRST STEP TOWARD A NEW LIFE 2500 HOUSE OF REFUGE 9844 N 7TH PLACE PHOENIX AZ 85020 NONE PC HELP PROVIDE HOUSING FOR THE NEEDY 8266 HARVEST COMPASSION 4744 E THUNDERBIRD ROAD STE 9 PHOENIX AZ 85032 NONE PC TO HELP PROVIDE FOOD AND CLOTHING TO THE GREATER PHOENIX AREA 35852 GAMMA DELTA CHAPTER SIGMA CHI HOUSE 40 GEORGE CLARK 1400 W MAIN ST DURANT OK 74701 NONE PC HELP CONSTRUCT AND DEVELOP THE EDUCATIONAL AND NON-EDUCATIONAL AREAS OF THE CHAPTER HOME 150000 CORTNEY'S PLACE 7000 E SHEA BLVD STE 1430 SCOTTSDALE AZ 85254 NONE PC TO HELP PROVIDE EXPERIENCES TO ADULTS WITH DEVELOPMENTAL DISABILITIES THAT ENSURE A MEANINGFUL DAY THROUGH SPECIALIZED, INTERACTIVE PROGRAMMING. 1029 MIDWEST INNOCENCE PROJECT 300 E 39TH ST KANSAS CITY MO 64111 NONE PC TO EDUCATE ABOUT, ADVOCATE FOR, AND OBTAIN AND SUPPORT THE EXONERATION AND RELEASE OF WRONGFULLY CONVICTED PEOPLE. 25000 335142 8415 159913 2782 57421 228531 228531 false false false false false false false false false false ACCOUNTING FEES 2540 2540 0 0 MANAGEMENT FEES 14975 14975 Other Investment Income 2782 2782 FEDERAL TAXES 2819 FOREIGN TAXES 136 136