Nonprofit · EIN 95-6091335
HELMS FOUNDATION INC
Tax-exempt · IRVINE, CA 92612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $206,283 | $214,223 | -$7,940 | $3,917,395 | $4,739 | $3,912,656 |
| June 30, 2024 | 990-PF | -$29,878 | $213,054 | -$242,932 | $3,920,596 | $0 | $3,920,596 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $199,099
- Net gain from sales of assets
- $5,920
- Other income
- $1,264
Expenses
- Grants and similar amounts paid
- $176,000
- Compensation of officers, directors and key employees
- $7,500
- Disbursements for charitable purposes
- $207,833
- Excise tax on investment income
- $2,801
Balance sheet and other
- Total assets, start of year
- $3,920,596
- Total assets, end of year
- $3,917,395
- Total liabilities, end of year
- $4,739
- Net assets, end of year
- $3,912,656
- Fair market value of assets
- $4,840,322
- Qualifying distributions
- $207,833
- Net investment income
- $205,019
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 |
|---|---|---|---|
| ELIZABETH BENNETT 21905 CORTE MADERA LANE, CUPERTINO, CA 95014 | SECRETARY/ASSISTANT TREASURER | 1.5 | $1,500 |
| STEPHEN HELMS BELL 1939 HAWAII AVE NE, ST PETERSBURG, FL 33703 | PRESIDENT | 1.5 | $1,500 |
| FONZA BELL LAWTHER PO BOX 1334, FREDERICKSBURG, TX 78624 | TREASURER | 1.5 | $1,500 |
| MICHAEL F KANNE 1602 E 4TH STREET, SANTA ANA, CA 92701 | VICE-PRESIDENT | 1.5 | $1,500 |
| KRISTEN CHURCHILL 40623 MISTY RIDGE RD, HOMER, AK 99603 | ASSISTANT VICE-PRESIDENT | 1.5 | $1,500 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH BENNETT 21905 CORTE MADERA LANE, CUPERTINO, CA 95014 | SECRETARY/ASSISTANT TREASURER | 1.5 | $1,500 |
| STEPHEN HELMS BELL 1939 HAWAII AVE NE, ST PETERSBURG, FL 33703 | PRESIDENT | 1.5 | $1,500 |
| FONZA BELL LAWTHER PO BOX 1334, FREDERICKSBURG, TX 78624 | TREASURER | 1.5 | $1,500 |
| MICHAEL F KANNE 1602 E 4TH STREET, SANTA ANA, CA 92701 | VICE-PRESIDENT | 1.5 | $1,500 |
| KRISTEN CHURCHILL 40623 MISTY RIDGE RD, HOMER, AK 99603 | ASSISTANT VICE-PRESIDENT | 1.5 | $1,500 |
Address and contacts
- Address (IRS master file)
- 18201 VON KARMAN AVE STE 450, IRVINE, CA 92612-1195
- Signed the 990-PF
- STEPHEN BELL, PRESIDENT
- Phone
- (949) 475-5800
- Return prepared by
- AFPS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6091335 or by the name HELMS FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 95-6091335
- 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
- 1947
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,917,395
- Income (IRS master file)
- $604,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $206,283 | $214,223 | $3,917,395 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | -$29,878 | $213,054 | $3,920,596 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 95-6091335).
Questions about HELMS FOUNDATION INC
- What is the EIN of HELMS FOUNDATION INC?
- The employer identification number (EIN) of HELMS FOUNDATION INC is 95-6091335.
- Is HELMS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to HELMS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELMS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELMS FOUNDATION INC 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 HELMS FOUNDATION INC 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 HELMS FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $1,500 (ELIZABETH BENNETT, SECRETARY/ASSISTANT TREASURER).
- How much revenue does HELMS FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $206,283, expenses of $214,223 and total assets of $3,917,395 at year end.
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