Norman H Helms Jr Charitable Fund

NEDERLAND, TX EIN: 76-0646532

Norman H Helms Jr Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEDERLAND, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $38K in total assets. In 2024, it awarded 10 grants totaling $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$38K

-28.9% YoY

Annual Giving

$20K

-22.2% YoY

Grant Count

10

-33.3% YoY

Avg Grant Size

$2K

+16.7% YoY

Under IRS private-foundation payout rules, Norman H Helms Jr Charitable Fund reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Norman H Helms Jr Charitable Fund

Based on IRS filings

Norman H Helms Jr Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEDERLAND, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $38K in total assets. In 2024, it awarded 10 grants totaling $20K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AlexandriaBeaumontBooneHoustonMemphisNederlandPort ArthurPort NechesStaten IslandTampa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$32K$48K$64K20202021202220232024
Metric202420232022
Total Assets$37,827$53,197$53,347
Revenue$4,730$25,682$33,515
Expenses$20,100$25,832$34,450
Qualifying Distributions$20,100$25,832$34,450
Net Investment Income$556$105
Distributable Amount$2,350$2,641$2,649

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$17K$26K$34K3 grants20203 grants202118 grants202215 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HOLY TRINITY EPISCOPAL C…$2KCOMMUNITY-CARE PRAYER$2KHENRY'S PLACE$2KNUTRITION SERVICES FOR S…$2KSALVATION ARMY$2KSAMARITANS PURSE$2KSHRINERS HOSPITALS$2KSOUTHEAST TEXAS FOOD BANK$2KST JUDE HOSPITAL$2KCATHOLIC CHARTIES OF SOU…$2K

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Holy Trinity Episcopal Church ($2,100), Community-care Prayer ($2,000), Henry's Place ($2,000).

RecipientPurposeAmount
COMMUNITY-CARE PRAYER NEDERLAND, TXCHARITABLE$2,000
HENRY'S PLACE BEAUMONT, TXCHARITABLE$2,000
HOLY TRINITY EPISCOPAL CHURCH PORT NECHES, TXCHARITABLE$2,100
NUTRITION SERVICES FOR SENIORS BEAUMONT, TXCHARITABLE$2,000
SALVATION ARMY ALEXANDRIA, VACHARITABLE$2,000
SAMARITANS PURSE BOONE, NCCHARITABLE$2,000
SHRINERS HOSPITALS TAMPA, FLCHARITABLE$2,000
SOUTHEAST TEXAS FOOD BANK BEAUMONT, TXCHARITABLE$2,000
ST JUDE HOSPITAL MEMPHIS, TNCHARITABLE$2,000
CATHOLIC CHARTIES OF SOUTHEAST TEXAS BEAUMONT, TXCHARITABLE$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NORMAN HELLMS JRTRUSTEE1
BETTY HELMSTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Norman H Helms Jr Charitable Fund?

Norman H Helms Jr Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEDERLAND, TX. It holds $38K in total assets as of 2024.

How large is Norman H Helms Jr Charitable Fund?

As of 2024, Norman H Helms Jr Charitable Fund holds $38K in total assets with $5K in annual revenue. It awarded 10 grants totaling $20K in 2024.

Where does Norman H Helms Jr Charitable Fund operate?

Norman H Helms Jr Charitable Fund has awarded grants in Florida, North Carolina, New York, Tennessee, Texas, Virginia.

What size grants does Norman H Helms Jr Charitable Fund award?

In 2024, Norman H Helms Jr Charitable Fund awarded 10 grants totaling $20K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Norman H Helms Jr Charitable Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Norman H Helms Jr Charitable Fund reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Norman H Helms Jr Charitable Fund's EIN?

Norman H Helms Jr Charitable Fund's EIN (Employer Identification Number) is 76-0646532. 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.

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