Nonprofit · EIN 26-1539092
LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION
Tax-exempt · CHARLOTTE, NC 28210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $165,000 | $79,473 | $85,527 | $3,871,217 | $0 | $3,871,217 |
| December 31, 2024 | 990-PF | $98,914 | $89,254 | $9,660 | $3,785,690 | $0 | $3,785,690 |
| December 31, 2023 | 990-PF | $256,782 | $116,192 | $140,590 | $3,776,030 | $0 | $3,776,030 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $164,827
- Interest
- $173
Expenses
- Grants and similar amounts paid
- $79,370
- Disbursements for charitable purposes
- $79,370
- Excise tax on investment income
- $2
Balance sheet and other
- Total assets, start of year
- $3,785,690
- Total assets, end of year
- $3,871,217
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,871,217
- Fair market value of assets
- $787,622
- Qualifying distributions
- $79,370
- Net investment income
- $173
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 |
|---|---|---|---|
| ANITA B HELMS 381 THRIVEMORE CIRCLE NW, CONCORD, NC 28027 | PRESIDENT | 1 | $0 |
| RANDALL E WHITE 6115 PARK SOUTH DR, SUITE 330, CHARLOTTE, NC 28210 | SECRETARY | 1 | $0 |
| Z VANCE SMITH III 4814 ROCKVIEW CT, CHARLOTTE, NC 28226 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA B HELMS 6910 HWY 49 N, 6910 HWY 49 N, MOUNT PLEASANT, NC 28124 | PRESIDENT | 0 | $0 |
| RANDALL E WHITE 6115 PARK SOUTH DR, SUITE 330, CHARLOTTE, NC 28210 | SECRETARY | 0 | $0 |
| Z VANCE SMITH III 4814 ROCKVIEW CT, CHARLOTTE, NC 28226 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA B HELMS 6910 HWY 49 N, 6910 HWY 49 N, MOUNT PLEASANT, NC 28124 | PRESIDENT | 1 | $0 |
| RANDALL E WHITE 6115 PARK SOUTH DR, SUITE 330, CHARLOTTE, NC 28210 | SECRETARY | 1 | $0 |
| Z VANCE SMITH III 4814 ROCKVIEW CT, CHARLOTTE, NC 28226 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6115 PARK SOUTH DR, CHARLOTTE, NC 28210-3269
- Signed the 990-PF
- ANITA B HELMS, PRESIDENT
- Phone
- (704) 571-8778
- Return prepared by
- Z V SMITH & CO
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
- 26-1539092
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,871,217
- Income (IRS master file)
- $165,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $165,000 | $79,473 | $3,871,217 | XML |
| 990-PF | December 2024 | $98,914 | $89,254 | $3,785,690 | XML |
| 990-PF | December 2023 | $256,782 | $116,192 | $3,776,030 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 26-1539092).
Questions about LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION
- What is the EIN of LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION is 26-1539092.
- Is LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUIS M HELMS JR & ANITA B HELMS CHARITABLE 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 LOUIS M HELMS JR & ANITA B HELMS CHARITABLE 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 LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LOUIS M HELMS JR & ANITA B HELMS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $165,000, expenses of $79,473 and total assets of $3,871,217 at year end.
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