Helen S McPheeters
Helen S McPheeters is a private foundation focused on Education, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $691K in total assets. In 2025, it awarded 6 grants totaling $25K. Net investment income was $32K.
Helen S McPheeters at a glance
In short: Helen S McPheeters gave $25K across 6 grants in 2025 (avg $4K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,780
- -41.2% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $4,130
- -41.2% vs 2024
- Median grant
- $4,956
- Total assets
- $690,564
- +0.4% vs 2024
- Primary geography
- Georgia (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helen S McPheeters funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Thornwell Home ($5K). Together the top 6 received $25K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Helen S McPheeters gives
- Giving fell 40% from 2022 to 2025. Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $25K (2025) to $42K (2024). In 2025 it made 6 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Thornwell Home Clinton, SC | General Operating | $4,956 |
| Brenau University Gainesville, GA | General Operating | $4,956 |
| Piedmont College Demorest, GA | General Operating | $4,956 |
| Georgia Sheriff's Youth Home Inc Madison, GA | General Operating | $4,956 |
| Shriners Hospital for Children Tampa, FL | General Operating | $2,478 |
| Masonic Home of Georgia Endowment Fund Macon, GA | General Operating | $2,478 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $690,564 | $42,054 | $38,550 | $24,780 | 6 | $28,632 | $32,184 | $38,714 |
| 2024 | $687,650 | $19,464 | $55,620 | $42,130 | 6 | $45,942 | $15,159 | $37,818 |
| 2023 | $724,228 | $25,999 | $55,083 | $42,130 | 6 | $45,815 | $14,243 | $35,944 |
| 2022 | $753,322 | $22,718 | $65,323 | $41,000 | 6 | $44,868 | $12,638 | $38,072 |
| 2021 | $795,938 | $75,958 | $53,021 | $37,624 | 6 | $41,827 | $64,965 | $45,217 |
| 2020 | $772,465 | $37,192 | $51,527 | $36,964 | 6 | — | $27,138 | $41,567 |
Under IRS private-foundation payout rules, Helen S McPheeters reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen S McPheeters's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$12K (2020) → $12K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Regions Bank (Trustee).
Frequently asked questions about Helen S McPheeters
How much does Helen S McPheeters give each year?
Helen S McPheeters gave $25K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 6 grants.
What is Helen S McPheeters's typical grant size?
Helen S McPheeters's median grant in 2025 was $4,956, and its average grant was $4,130, across 6 grants on its 2025 IRS Form 990-PF.
Where does Helen S McPheeters give grants?
Helen S McPheeters gives mostly in Georgia: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were South Carolina (20%) and Florida (10%).
Does Helen S McPheeters give general operating support?
Yes: 100% of Helen S McPheeters's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Helen S McPheeters's largest grantees?
Helen S McPheeters's largest 2025 grantees include Thornwell Home ($4,956), Brenau University ($4,956) and Piedmont College ($4,956), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Helen S McPheeters?
Helen S McPheeters reported $691K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Helen S McPheeters?
Helen S McPheeters is a private foundation focused on Education, based in Birmingham, AL. It holds $691K in total assets as of 2025.
What is Helen S McPheeters's EIN?
Helen S McPheeters's EIN (Employer Identification Number) is 58-6275572. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Helen S McPheeters funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Helen S McPheeters's focus areas in our free grants database
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