Nonprofit · EIN 46-4842124
HELLE FAMILY FOUNDATION
Tax-exempt · EDWARDS, CO 81632
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,954,273 | $953,916 | $5,000,357 | $16,050,202 | $0 | $16,050,202 |
| December 31, 2023 | 990-PF | $2,217,428 | $994,839 | $1,222,589 | $11,109,086 | $0 | $11,109,086 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,495,505
- Dividends
- $484,566
- Net gain from sales of assets
- $3,974,202
Expenses
- Grants and similar amounts paid
- $717,886
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $718,011
- Excise tax on investment income
- $58,698
Balance sheet and other
- Total assets, start of year
- $11,109,086
- Total assets, end of year
- $16,050,202
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,050,202
- Fair market value of assets
- $22,339,407
- Qualifying distributions
- $718,011
- Net investment income
- $4,458,768
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL G HELLE PO BOX 1498, EDWARDS, CO 81632 | PRESIDENT | 0 | $0 |
| CYNTHIA M HELLE PO BOX 1498, EDWARDS, CO 81632 | DIRECTOR | 0 | $0 |
| KEITH YAMADA 1201 PINE STREET, WINNETKA, IL 60093 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL G HELLE PO BOX 1498, EDWARDS, CO 81632 | PRESIDENT | 0 | $0 |
| CYNTHIA M HELLE PO BOX 1498, EDWARDS, CO 81632 | DIRECTOR | 0 | $0 |
| KEITH YAMADA 1201 PINE STREET, WINNETKA, IL 60093 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1498, EDWARDS, CO 81632-1498
- Signed the 990-PF
- DANIEL G HELLE, PRESIDENT
- Phone
- (312) 873-7370
- Return prepared by
- TOPEL FORMAN LLC
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 | Not 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
- 46-4842124
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $16,050,202
- Income (IRS master file)
- $15,484,356
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,954,273 | $953,916 | $16,050,202 | XML |
| 990-PF | December 2023 | $2,217,428 | $994,839 | $11,109,086 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 46-4842124).
Questions about HELLE FAMILY FOUNDATION
- What is the EIN of HELLE FAMILY FOUNDATION?
- The employer identification number (EIN) of HELLE FAMILY FOUNDATION is 46-4842124.
- Is HELLE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HELLE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELLE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELLE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELLE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HELLE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELLE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,954,273, expenses of $953,916 and total assets of $16,050,202 at year end.
Other nonprofits in EDWARDS
- STUDENTS SHOULDER TO SHOULDER EIN 26-4106369 · last filed 990 for 2024
- THE EASTERLING FAMILY FOUNDATION IN C EIN 33-4479326 · last filed 990-PF for 2025
- JAMES C ALLEN CHARITABLE FOUNDATION EIN 84-1331519 · last filed 990-PF for 2024
- BARBARA A ALLEN CHARITABLE FOUNDATION EIN 84-1435014 · last filed 990-PF for 2025
- VAIL ALLIANCE FOR PURPOSEFUL LIVING EIN 86-2765598 · last filed 990-N for 2025
- SNEAKS N CLEATS EIN 87-4588294 · last filed 990-N for 2025
- COUNTRY CLUB OF THE ROCKIES INC EIN 84-0917974 · last filed 990 for 2024
- EAGLE COUNTY CHARTER ACADEMY EIN 27-3430689 · last filed 990 for 2025
All nonprofits in EDWARDS · Colorado · Philanthropy, voluntarism and grantmaking foundations