Nonprofit · EIN 56-2094702
HELTON FOUNDATION
Tax-exempt · RALEIGH, NC 27607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,172 | $965 | $207 | $155,362 | $0 | $155,362 |
| June 30, 2024 | 990-PF | $260 | $700 | -$440 | $155,155 | $0 | $155,155 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $965
- Dividends
- $207
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $615
Balance sheet and other
- Total assets, start of year
- $155,155
- Total assets, end of year
- $155,362
- Total liabilities, end of year
- $0
- Net assets, end of year
- $155,362
- Fair market value of assets
- $155,362
- Qualifying distributions
- $615
- Net investment income
- $207
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W CHARLES HELTON 2236 COLEY FOREST PLACE, RALEIGH, NC 27607 | VICE PRESIDENT | 0.1 | $0 |
| BARBARA S HELTON 2236 COLEY FOREST PLACE, RALEIGH, NC 27607 | SECRETARY | 0 | $0 |
| THOMAS DALE HELTON 2230 LASH AVE, RALEIGH, NC 27607 | VICE PRESIDENT & ASSISTANT SECRETARY | 0 | $0 |
| LAURA E KALORIN 2201 WHEELER ROAD, RALEIGH, NC 27607 | PRESIDENT AND CEO | 0.05 | $0 |
| J MICAH PATE 4600 MARRIOTT DRIVE SUITE 300, RALEIGH, NC 27612 | TREASURER | 0 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W CHARLES HELTON 2236 COLEY FOREST PLACE, RALEIGH, NC 27607 | VICE PRESIDENT | 0.1 | $0 |
| BARBARA S HELTON 2236 COLEY FOREST PLACE, RALEIGH, NC 27607 | SECRETARY | 0 | $0 |
| THOMAS DALE HELTON 2230 LASH AVE, RALEIGH, NC 27607 | VICE PRESIDENT | 0 | $0 |
| LAURA E KALORIN 2201 WHEELER ROAD, RALEIGH, NC 27607 | PRESIDENT AND CEO | 0.05 | $0 |
| J MICAH PATE 4600 MARRIOTT DRIVE SUITE 300, RALEIGH, NC 27612 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2236 COLEY FOREST PL, RALEIGH, NC 27607-3124
- In care of
- % WILLIAM C HELTON
- Signed the 990-PF
- WILLIAM C HELTON, VICE PRESIDENT
- Phone
- (919) 782-3377
- Return prepared by
- MPCOMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-2094702
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $155,362
- Income (IRS master file)
- $1,172
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,172 | $965 | $155,362 | IRS |
| 990-PF | June 2024 | $260 | $700 | $155,155 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 56-2094702).
Questions about HELTON FOUNDATION
- What is the EIN of HELTON FOUNDATION?
- The employer identification number (EIN) of HELTON FOUNDATION is 56-2094702.
- Is HELTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to HELTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELTON FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HELTON FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HELTON FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,172, expenses of $965 and total assets of $155,362 at year end.
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All nonprofits in RALEIGH · North Carolina · Philanthropy, voluntarism and grantmaking foundations