Nonprofit · EIN 20-3794532
HELMS FAMILY FOUNDATION
Tax-exempt · SCOTTSDALE, AZ 85255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $228,531 | $355,612 | -$127,081 | $4,646,340 | $0 | $4,646,340 |
| December 31, 2024 | 990-PF | $212,154 | $142,998 | $69,156 | $4,773,422 | $1 | $4,773,421 |
| December 31, 2023 | 990-PF | $154,518 | $157,332 | -$2,814 | $4,704,265 | $0 | $4,704,265 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $159,913
- Interest
- $8,415
- Net gain from sales of assets
- $57,421
- Other income
- $2,782
Expenses
- Grants and similar amounts paid
- $335,142
- Disbursements for charitable purposes
- $335,142
- Excise tax on investment income
- $2,931
Balance sheet and other
- Total assets, start of year
- $4,773,422
- Total assets, end of year
- $4,646,340
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,646,340
- Fair market value of assets
- $6,056,302
- Qualifying distributions
- $335,142
- Net investment income
- $228,531
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 |
|---|---|---|---|
| ROGER T HELMS 20875 NORTH 90TH PLACE 210, SCOTTSDALE, AZ 85255 | President | 0 | $0 |
| DARLA K HELMS 20875 NORTH 90TH PLACE 210, SCOTTSDALE, AZ 85255 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER T HELMS 20875 NORTH 90TH PLACE 210, SCOTTSDALE, AZ 85255 | President | 0 | $0 |
| DARLA K HELMS 20875 NORTH 90TH PLACE 210, SCOTTSDALE, AZ 85255 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER T HELMS 20875 NORTH 90TH PLACE 210, SCOTTSDALE, AZ 85255 | President | 0 | $0 |
| DARLA K HELMS 20875 NORTH 90TH PLACE 210, SCOTTSDALE, AZ 85255 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 20875 N 90TH PL STE 210, SCOTTSDALE, AZ 85255-9228
- In care of
- % ROGER T HELMS
- Signed the 990-PF
- ROGER HELMS, President
- Return prepared by
- Poulsen & Stowell PLLC
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
- 20-3794532
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,646,340
- Income (IRS master file)
- $1,372,199
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $228,531 | $355,612 | $4,646,340 | XML |
| 990-PF | December 2024 | $212,154 | $142,998 | $4,773,422 | XML |
| 990-PF | December 2023 | $154,518 | $157,332 | $4,704,265 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-3794532).
Questions about HELMS FAMILY FOUNDATION
- What is the EIN of HELMS FAMILY FOUNDATION?
- The employer identification number (EIN) of HELMS FAMILY FOUNDATION is 20-3794532.
- Is HELMS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to HELMS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELMS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELMS FAMILY 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 HELMS FAMILY 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 HELMS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HELMS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $228,531, expenses of $355,612 and total assets of $4,646,340 at year end.
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