Helms Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. In 2024, it awarded 13 grants totaling $125K. Net investment income was $196K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.8M
+1.5% YoY
Annual Giving
$125K
-12.0% YoY
Grant Count
13
+62.5% YoY
Avg Grant Size
$10K
-45.9% YoY
Under IRS private-foundation payout rules, Helms Family Foundation reported a distributable amount of $270K for 2024 — the minimum it must pay out in qualifying distributions.
About Helms Family Foundation
Based on IRS filings
Helms Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. In 2024, it awarded 13 grants totaling $125K. Net investment income was $196K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,773,422 | $4,704,265 | $4,707,079 |
| Revenue | $212,154 | $154,518 | $-106,296 |
| Expenses | $142,998 | $157,332 | $26,560 |
| Qualifying Distributions | $124,895 | $141,955 | $12,166 |
| Net Investment Income | $196,087 | $141,688 | $92,809 |
| Distributable Amount | $269,977 | $235,510 | $228,924 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Gamma Delta Chapter Sigma Chi House ($60,000), Sigma Chi Foundation ($40,000), Arizona Gives ($5,350).
| Recipient | Purpose | Amount |
|---|---|---|
| FOOD FOR THE HUNGRY INC PHOENIX, AZ | TO PROVIDE ASSISTANCE TO HELP END HUMAN POVERTY | $1,000 |
| SAMARITAN'S PURSE BOONE, NC | TO HELP PROVIDE SPIRITUAL AND PHYSICL AID TO HURTING PEOPLE AROUND THE WORLD | $1,560 |
| COMPASSION INTERNATIONAL COLORADO SPRINGS, CO | TO HELP REDUCE CHILD POVERTY WORLDWIDE | $3,200 |
| ARIZONA GIVES PHOENIX, AZ | TO HELP SUPPORT LOCAL NONPROFITS | $5,350 |
| FRESH START WOMENS FOUNDATION PHOENIX, AZ | TO HELP EMPOWER WOMEN TO HELP THEM TAKE THE FIRST STEP TOWARD A NEW LIFE | $2,500 |
| AIR1 WORSHIP RADIO EMF OMAHA, NE | TO HELP CREATE COMPELLING MEDIA THAT INSPIRES AND ENCOURAGES A MEANINGFUL RELATIONSHIP WITH CHRIST | $2,500 |
| HARVEST COMPASSION PHOENIX, AZ | TO HELP PROVIDE FOOD AND CLOTHING TO THE GREATER PHOENIX AREA | $3,731 |
| SIGMA CHI FOUNDATION EVANSTON, IL | TO HELP FUND THE DEVELOPMENT AND OPERATIONS OF SIGMA CHI LEADERSHIP INITIATIVES AND PROVIDE ADDITIONAL SCHOLARSHIP AND GRANT SUPPORT TO THEIR MEMBERS | $40,000 |
| GAMMA DELTA CHAPTER SIGMA CHI HOUSE DURANT, OK | HELP CONSTRUCT AND DEVELOP THE EDUCATIONAL AND NON-EDUCATIONAL AREAS OF THE CHAPTER HOME | $60,000 |
| WORLD CONCERN SEATTLE, WA | TO HELP TRANSFORM THE LIVES OF THE POOR AND MARGINALIZED PEOPLE THROUGH DISASTER RESPONSE AND SUSTAINABLE COMMUNITY DEVELOPMENT | $1,054 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGER T HELMS | President | — | — |
| DARLA K HELMS | Secretary | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helms Family Foundation?
Helms Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. It holds $4.8M in total assets as of 2024.
How large is Helms Family Foundation?
As of 2024, Helms Family Foundation holds $4.8M in total assets with $212K in annual revenue. It awarded 13 grants totaling $125K in 2024.
Where does Helms Family Foundation operate?
Helms Family Foundation has awarded grants in Arizona, California, Colorado, Florida, Illinois, Indiana, North Carolina, Nebraska, Oklahoma, Tennessee, Washington.
What size grants does Helms Family Foundation award?
In 2024, Helms Family Foundation awarded 13 grants totaling $125K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Helms Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helms Family Foundation reported a distributable amount of $270K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helms Family Foundation's EIN?
Helms Family Foundation's EIN (Employer Identification Number) is 20-3794532. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helms Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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