Nonprofit · EIN 59-2904267
MARGARET & GEORGE HELOW FAMILY FOUNDATION INC
Tax-exempt · JACKSONVILLE, FL 32256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $249,276 | $258,528 | -$9,252 | $4,789,018 | $0 | $4,789,018 |
| December 31, 2024 | 990-PF | $268,100 | $254,341 | $13,759 | $4,798,270 | $0 | $4,798,270 |
| December 31, 2023 | 990-PF | $259,639 | $253,121 | $6,518 | $4,784,511 | $0 | $4,784,511 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $219,173
- Interest
- $29,505
- Net gain from sales of assets
- $598
Expenses
- Grants and similar amounts paid
- $255,000
- Disbursements for charitable purposes
- $255,000
- Excise tax on investment income
- $3,465
Balance sheet and other
- Total assets, start of year
- $4,798,270
- Total assets, end of year
- $4,789,018
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,789,018
- Fair market value of assets
- $4,868,177
- Qualifying distributions
- $255,000
- Net investment income
- $249,276
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 |
|---|---|---|---|
| Joseph P Helow 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | President/Director | 2 | $0 |
| Margaret O Helow 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Secretary/Treasurer Director | 0 | $0 |
| Mary H Pritchard 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Anne H Darling 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Diane H Parker 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Katherine H Gilligan 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Theresa H Ryan 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph P Helow 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | President/Director | 2 | $0 |
| Margaret O Helow 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Secretary/Treasurer Director | 0 | $0 |
| Mary H Pritchard 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Anne H Darling 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Diane H Parker 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Katherine H Gilligan 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Theresa H Ryan 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph P Helow 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | President/Director | 2 | $0 |
| Margaret O Helow 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Secretary/Treasurer Director | 0 | $0 |
| Mary H Pritchard 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Anne H Darling 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Diane H Parker 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Katherine H Gilligan 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
| Theresa H Ryan 7545 Centurion Parkway Suite 102, Jacksonville, FL 32256 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7545 CENTURION PKWY STE 102, JACKSONVILLE, FL 32256-4118
- Signed the 990-PF
- Joseph Helow, President
- Phone
- (904) 642-7030
- Return prepared by
- Donald A Toce CPA PA
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
- 59-2904267
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,789,018
- Income (IRS master file)
- $1,836,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $249,276 | $258,528 | $4,789,018 | XML |
| 990-PF | December 2024 | $268,100 | $254,341 | $4,798,270 | IRS |
| 990-PF | December 2023 | $259,639 | $253,121 | $4,784,511 | 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 59-2904267).
Questions about MARGARET & GEORGE HELOW FAMILY FOUNDATION INC
- What is the EIN of MARGARET & GEORGE HELOW FAMILY FOUNDATION INC?
- The employer identification number (EIN) of MARGARET & GEORGE HELOW FAMILY FOUNDATION INC is 59-2904267.
- Is MARGARET & GEORGE HELOW FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MARGARET & GEORGE HELOW FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET & GEORGE HELOW FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET & GEORGE HELOW FAMILY FOUNDATION INC 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 MARGARET & GEORGE HELOW FAMILY FOUNDATION INC 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 MARGARET & GEORGE HELOW FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MARGARET & GEORGE HELOW FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $249,276, expenses of $258,528 and total assets of $4,789,018 at year end.
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