Nonprofit · EIN 51-6532661
WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION
Also known as WEAKLEY LEONARD A JR TTEE
Tax-exempt · CINCINNATI, OH 45244
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $109,741 | $133,840 | -$24,099 | $849,888 | $0 | $849,888 |
| December 31, 2024 | 990-PF | $155,882 | $102,360 | $53,522 | $873,933 | $0 | $873,933 |
| December 31, 2023 | 990-PF | $71,837 | $59,757 | $12,080 | $821,788 | $0 | $821,789 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,247
- Interest
- $8,224
- Net gain from sales of assets
- $82,270
Expenses
- Grants and similar amounts paid
- $108,250
- Compensation of officers, directors and key employees
- $4,368
- Disbursements for charitable purposes
- $115,243
- Excise tax on investment income
- $1,267
Balance sheet and other
- Total assets, start of year
- $873,933
- Total assets, end of year
- $849,888
- Total liabilities, end of year
- $0
- Net assets, end of year
- $849,888
- Fair market value of assets
- $1,440,444
- Qualifying distributions
- $115,243
- Net investment income
- $109,741
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 |
|---|---|---|---|
| LEONARD A WEAKLEY JR 7410 LAWYER RD, CINCINNATI, OH 45202 | TRUSTEE | 1.5 | $4,368 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD A WEAKLEY JR 6613 WYNDWATCH DRIVE, CINCINNATI, OH 45230 | TRUSTEE | 1.5 | $20,792 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD A WEAKLEY JR 6613 WYNDWATCH DRIVE, CINCINNATI, OH 45230 | TRUSTEE | 1.5 | $15,535 |
Address and contacts
- Address (IRS master file)
- 7867 KIMBEE DR, CINCINNATI, OH 45244-2821
- In care of
- % LEONARD A WEAKLEY JR
- Signed the 990-PF
- LEONARD A WEAKLEY JR, TRUSTEE
- Phone
- (513) 600-7296
- Return prepared by
- SEIBEL & KATZ CPAS
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
- 51-6532661
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $849,888
- Income (IRS master file)
- $303,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $109,741 | $133,840 | $849,888 | IRS |
| 990-PF | December 2024 | $155,882 | $102,360 | $873,933 | IRS |
| 990-PF | December 2023 | $71,837 | $59,757 | $821,788 | 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 51-6532661).
Questions about WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION
- What is the EIN of WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION is 51-6532661.
- Is WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAMS G & MARY JANE 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 WILLIAMS G & MARY JANE 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 WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,368 (LEONARD A WEAKLEY JR, TRUSTEE).
- How much revenue does WILLIAMS G & MARY JANE HELMS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $109,741, expenses of $133,840 and total assets of $849,888 at year end.
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