Louis M Helms Jr and Anita B Helms
Louis M Helms Jr and Anita B Helms is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 35 grants totaling $89K. Net investment income was $224.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
+0.3% YoY
Annual Giving
$89K
-22.2% YoY
Grant Count
35
+2.9% YoY
Avg Grant Size
$3K
-24.4% YoY
Under IRS private-foundation payout rules, Louis M Helms Jr and Anita B Helms reported a distributable amount of $71K for 2024 — the minimum it must pay out in qualifying distributions.
About Louis M Helms Jr and Anita B Helms
Based on IRS filings
Louis M Helms Jr and Anita B Helms is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 35 grants totaling $89K. Net investment income was $224.
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 | $3,785,690 | $3,776,030 | $3,635,440 |
| Revenue | $98,914 | $256,782 | $336,703 |
| Expenses | $89,254 | $116,192 | $109,625 |
| Qualifying Distributions | $89,249 | $114,740 | $109,500 |
| Net Investment Income | $224 | $349 | $334 |
| Distributable Amount | $71,011 | $82,531 | $39,569 |
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
148 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mt Pleasant Food Ministry ($16,000), Cabarrus Meals on Wheels ($15,750), Cooperative Christian Ministry ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CABARRUS MEALS ON WHEELS CONCORD, NC | PROGRAM SUPPORT | $15,750 |
| COOPERATIVE CHRISTIAN MINISTRY CONCORD, NC | PROGRAM SUPPORT | $15,000 |
| SECOND HARVEST FOOD BANK CHARLOTTE, NC | PROGRAM SUPPORT | $15,000 |
| WINGS OF EAGLES RANCH CONCORD, NC | PROGRAM SUPPORT | $1,000 |
| CVAN CONCORD, NC | PROGRAM SUPPORT | $3,500 |
| MT PLEASANT FOOD MINISTRY MT PLEASANT, NC | PROGRAM SUPPORT | $16,000 |
| SALVATION ARMY CONCORD, NC | PROGRAM SUPPORT | $700 |
| WINGATE UNIV WINGATE, NC | PROGRAM SUPPORT | $250 |
| CHARLOTTE RESCUE MISSION CHARLOTTE, NC | PROGRAM SUPPORT | $1,401 |
| DOCTORS WO BORDERS USA NYC, NY | PROGRAM SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANITA B HELMS | PRESIDENT | — | — |
| RANDALL E WHITE | SECRETARY | — | — |
| Z VANCE SMITH III | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Louis M Helms Jr and Anita B Helms?
Louis M Helms Jr and Anita B Helms is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, NC. It holds $3.8M in total assets as of 2024.
How large is Louis M Helms Jr and Anita B Helms?
As of 2024, Louis M Helms Jr and Anita B Helms holds $3.8M in total assets with $99K in annual revenue. It awarded 35 grants totaling $89K in 2024.
Where does Louis M Helms Jr and Anita B Helms operate?
Louis M Helms Jr and Anita B Helms has awarded grants in Arkansas, District of Columbia, Florida, Illinois, Minnesota, North Carolina, Nebraska, New York, Oklahoma, South Dakota, Tennessee, Texas, Virginia.
What size grants does Louis M Helms Jr and Anita B Helms award?
In 2024, Louis M Helms Jr and Anita B Helms awarded 35 grants totaling $89K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Louis M Helms Jr and Anita B Helms required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Louis M Helms Jr and Anita B Helms reported a distributable amount of $71K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Louis M Helms Jr and Anita B Helms's EIN?
Louis M Helms Jr and Anita B Helms's EIN (Employer Identification Number) is 26-1539092. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.