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Nonprofit · EIN 13-3228528

THE HELICON FOUNDATION INC

Tax-exempt · CORTLANDT MNR, NY 10567

Financials

$132K$150K2022$135K$144K2023$163K$155K2024
Revenue Expenses · by fiscal year end
Financials of THE HELICON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$163,140$155,294$7,846$304,175$23,550$280,625
June 30, 2024990$134,804$143,808-$9,004$273,154$5,450$267,704
June 30, 2023990$132,030$149,652-$17,622$263,804$1,534$262,270
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$148,310
Membership dues
$91,325
Program service revenue
$5,600
Investment income
$21,341
Net gain from sales of assets
$14,888
Net income from fundraising events
-$12,111
Other revenue
-$12,111

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$53,500
Salaries, compensation and benefits (total)
$59,676
Professional fundraising fees
$0
Accounting fees
$1,345
Occupancy
$14,800
Depreciation
$400
Program services (functional)
$117,064
Management and general (functional)
$38,230

Balance sheet and other

Total assets, start of year
$273,154
Total assets, end of year
$304,175
Total liabilities, end of year
$23,550
Net assets, end of year
$280,625
Land, buildings and equipment
$1,000
Net assets without donor restrictions
$257,075
Net assets with donor restrictions
$23,550
Gross receipts
$262,703
Employees
6
Year formed
1984
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM SIMONDIRECTOR
Trustee or director
0.5$0
PETER LOMBARDODIRECTOR
Trustee or director
0.5$0
GEORGETTE MALLORYDIRECTOR
Trustee or director
0.5$0
JOY GOUDIEDIRECTOR
Trustee or director
0.5$0
GAIL LAVIELLEDIRECTOR
Trustee or director
0.5$0
LISA WELCHPRESIDENT
Officer
4$0
PAMELA DREXELSECRETARY
Officer
0.5$0
CARL DELOVICE PRESIDENT
Officer
3$0
DAVID MOYERTREASURER
Officer
0.5$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
PETER LOMBARDIDIRECTOR
Trustee or director
0.5$0
CARL DELOVICE PRESIDENT
Trustee or director
0.5$0
GAIL LAVIELLEDIRECTOR
Trustee or director
2$0
WILLIAM SIMONDIRECTOR
Trustee or director
0.5$0
JOY GOUDIEDIRECTOR
Trustee or director
3$0
PAMELA DREXELSECRETARY
Trustee or director, Officer
0.5$0
LISA WELCHPRESIDENT
Officer
4$0
JOSEPH SCOZZAFAVADIRECTOR
Officer
3$0
DAVID MOYERTREASURER
Officer
0.5$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
PETER LOMBARDODIRECTOR
Trustee or director
0.5$0
CARL DELODIRECTOR
Trustee or director
0.5$0
SUSAN ZOLLA-PAZNERDIRECTOR
Trustee or director
0.5$0
GAIL LAVIELLEDIRECTOR
Trustee or director
0.5$0
WILLIAM SIMONDIRECTOR
Trustee or director
0.5$0
PAMELA DREXELSECRETARY
Trustee or director, Officer
0.5$0
JOSEPH SCOZZAFAVATREASURER
Officer
3$0
LISA WELCHPRESIDENT
Officer
4$0
DAVID MOYERVICE PRESIDENT
Officer
0.5$0

Address and contacts

Address (IRS master file)
8 HILLTOP DR, CORTLANDT MNR, NY 10567-6613
In care of
% LISA WELCH
Principal officer (990 for 2024)
LISA WELCH, 117 DOOLITTLE ROAD, STAMFORD, CT 06902
Signed the 990
LISA WELCH, PRESIDENT
Phone
(212) 874-6438
Return prepared by
REIMER & FREEMAN CPAS PC

Mission

TO INCREASE PUBLIC AWARENESS OF THE SPECIAL BREADTH AND IMPORTANCE OF OUR WESTERN MUSICAL HERITAGE THROUGH MUSICAL PERFORMANCES OF MUSIC OF THE 17TH, 18TH AND EARLY 19TH CENTURIES.

990 for the year ended June 30, 2025

Program accomplishments

  • SEASON 40, FY2024-2025 SEASON SUMMARY VENTURING BEYOND THE SCOPE OF STANDARD CONCERT SETTINGS, HELICON SYMPOSIUMS IMMERSE THE AUDIENCE IN A SWEEPING MUSICAL EXPERIENCE. DISCUSSIONS ILLUMINATING THE COMPOSITIONS INVITE THE LISTENER TO JOIN THE CONVERSATION OF CHAMBER MUSIC, AND THE PROXIMITY TO THE PERFORMERS RENDERS EVERY MUSICAL GESTURE AND INTERPRETIVE NUANCE PALPABLE. BECOME A PART OF THE MUSICAL DIALOGUE AND HELICONS VIBRANT FELLOWSHIP, ALL IN A BEAUTIFUL AND INTIMATE SPACE. SEE SCHEDULE O FOR CONCERT DETAILS
    Expenses $117,064 · revenue $5,600

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
13-3228528
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1985
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$304,175
Income (IRS master file)
$262,703

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$163,140$155,294$304,175XML
990June 2024$134,804$143,808$273,154IRS
990June 2023$132,030$149,652$263,804XML
990June 2022$117,369$141,855$267,273IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3228528).

Questions about THE HELICON FOUNDATION INC

What is the EIN of THE HELICON FOUNDATION INC?
The employer identification number (EIN) of THE HELICON FOUNDATION INC is 13-3228528.
Is THE HELICON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to THE HELICON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE HELICON FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE HELICON FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE HELICON FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE HELICON FOUNDATION INC?
The 990 for the year ended June 30, 2025 names LISA WELCH.
Who are the officers and directors of THE HELICON FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does THE HELICON FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $163,140, expenses of $155,294 and total assets of $304,175 at year end.

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