Nonprofit · EIN 20-3694022
THE HELTON FOUNDATION
Tax-exempt · PEACHTREE COR, GA 30092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $895,054 | $795,669 | $99,385 | $10,046,352 | $2 | $10,046,350 |
| December 31, 2024 | 990-PF | $745,124 | $668,518 | $76,606 | $9,946,966 | $1 | $9,946,965 |
| December 31, 2023 | 990-PF | -$101,443 | $820,036 | -$921,479 | $9,870,359 | $0 | $9,870,359 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,760
- Dividends
- $490,810
- Interest
- $107
- Net gain from sales of assets
- $399,207
- Other income
- $170
Expenses
- Grants and similar amounts paid
- $727,868
- Disbursements for charitable purposes
- $732,628
- Excise tax on investment income
- $11,699
Balance sheet and other
- Total assets, start of year
- $9,946,966
- Total assets, end of year
- $10,046,352
- Total liabilities, end of year
- $2
- Net assets, end of year
- $10,046,350
- Fair market value of assets
- $16,208,706
- Qualifying distributions
- $732,628
- Net investment income
- $890,124
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD L HELTON 12128 WARRIOR TRAIL, KNOXVILLE, TN 37922 | President | 1 | $0 |
| CHRISTY B HELTON 12128 WARRIOR TRAIL, KNOXVILLE, TN 37922 | Secretary | 1 | $0 |
| RODNEY HELTON 1503 LEONA DRIVE, LENOIR CITY, TN 37772 | Vice President | 0 | $0 |
| MIKE MOYE PO BOX 191367, ATLANTA, GA 31119 | Director | 0 | $0 |
| ROBERT R DAVIES 920 VOLUNTEER LANDING STE 100, KNOXVILLLE, TN 37915 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD L HELTON 12128 WARRIOR TRAIL, KNOXVILLE, TN 37922 | President | 1 | $0 |
| CHRISTY B HELTON 12128 WARRIOR TRAIL, KNOXVILLE, TN 37922 | Secretary | 1 | $0 |
| RODNEY HELTON 1503 LEONA DRIVE, LENOIR CITY, TN 37772 | Vice President | 0 | $0 |
| MIKE MOYE PO BOX 191367, ATLANTA, GA 31119 | Director | 0 | $0 |
| ROBERT R DAVIES 920 VOLUNTEER LANDING STE 100, KNOXVILLLE, TN 37915 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD L HELTON 12128 WARRIOR TRAIL, KNOXVILLE, TN 37922 | President | 1 | $0 |
| CHRISTY B HELTON 12128 WARRIOR TRAIL, KNOXVILLE, TN 37922 | Secretary | 1 | $0 |
| RODNEY HELTON 1503 LEONA DRIVE, LENOIR CITY, TN 37772 | Vice President | 0 | $0 |
| MIKE MOYE PO BOX 191367, ATLANTA, GA 31119 | Director | 0 | $0 |
| ROBERT R DAVIES 920 VOLUNTEER LANDING STE 100, KNOXVILLLE, TN 37915 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5550 TRIANGLE PKWY STE 200, PEACHTREE COR, GA 30092-6515
- In care of
- % MCHUGH CPA GROUP INC
- Signed the 990-PF
- CHRISTY B HELTON, Secretary
- Phone
- (303) 941-8657
- Return prepared by
- MCHUGH CPA GROUP INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3694022
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $10,046,352
- Income (IRS master file)
- $2,668,043
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $895,054 | $795,669 | $10,046,352 | XML |
| 990-PF | December 2024 | $745,124 | $668,518 | $9,946,966 | XML |
| 990-PF | December 2023 | -$101,443 | $820,036 | $9,870,359 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 20-3694022).
Questions about THE HELTON FOUNDATION
- What is the EIN of THE HELTON FOUNDATION?
- The employer identification number (EIN) of THE HELTON FOUNDATION is 20-3694022.
- Is THE HELTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE HELTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HELTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HELTON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HELTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE HELTON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE HELTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $895,054, expenses of $795,669 and total assets of $10,046,352 at year end.
Other nonprofits in PEACHTREE COR
- GOAL SCHOLARSHIP PROGRAM INC EIN 65-1280229 · last filed 990 for 2025
- WESLEYAN SCHOOL INC EIN 58-2147411 · last filed 990 for 2025
- HEALTHMPOWERS INC EIN 58-2524601 · last filed 990 for 2025
- GEORGIA CENTER FOR OPPORTUNITY INC EIN 58-1928520 · last filed 990 for 2025
- THE@FRANKLIN D JACKSON FAMILY FOUNDATION EIN 58-6409664 · last filed 990-PF for 2025
- CHOSON FOUNDATION TR EIN 58-6456333 · last filed 990-PF for 2025
- DOMINICAN AMERICAN EDUCATION FUND EIN 99-1827886 · last filed 990-EZ for 2026
- GURU AND GOWRI RAJ FOUNDATION INC EIN 58-2331774 · last filed 990-PF for 2025