The Helm Foundation Inc
The Helm Foundation Inc is a private foundation focused on Arts and culture, based in Melville, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.1M in total assets. In 2025, it awarded 1 grant totaling $173K. Net investment income was $5.6M.
Key facts about The Helm Foundation Inc
In short: The Helm Foundation Inc gave $173K across 1 grant in 2025 (avg $173K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 26-0001014
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $172,500
- Grants made (2025)
- 1
- Average grant
- $172,500
- Median grant
- $172,500
- Total assets
- $7,079,456
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.1M
+468.5% YoY
Annual Giving
$173K
Grant Count
1
Avg Grant Size
$173K
Under IRS private-foundation payout rules, The Helm Foundation Inc reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
How The Helm Foundation Inc gives
- Giving fell 61% from 2022 to 2025. Method
- In 2025 it paid out 298% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $173K (2025) to $438K (2022). In 2025 it made 1 grant totaling $173K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Statement B Melville, NY | See Statement B | $172,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,079,456 | $1,245,203 | $1,276,264 |
| Revenue | $11,716,967 | $14,454 | $14,911 |
| Expenses | $223,326 | $45,515 | $46,094 |
| Qualifying Distributions | $172,500 | — | — |
| Net Investment Income | $5,562,746 | $14,394 | $14,272 |
| Distributable Amount | $57,902 | $27,470 | $24,083 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
Leadership & Key People
Officers and directors from IRS filings
The Helm Foundation Inc is led by Lesley Malin Helm, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lesley Malin Helm
President
On filings since 2020
1 hr/week
No compensation reported
Gladys M Helm
Director
On filings since 2020
1 hr/week
No compensation reported
JoAnne C Malin
Director
On filings since 2020
1 hr/week
No compensation reported
Scott Helm
Vice President, Secretary & Treasurer
On filings since 2020
2 hrs/week
No compensation reported
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.
Frequently asked questions about The Helm Foundation Inc
How much does The Helm Foundation Inc give each year?
The Helm Foundation Inc gave $173K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is The Helm Foundation Inc?
The Helm Foundation Inc reported $7.1M in total assets on its 2025 IRS Form 990-PF. It paid out $173K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets).
What is The Helm Foundation Inc?
The Helm Foundation Inc is a private foundation focused on Arts and culture, based in Melville, NY. It holds $7.1M in total assets as of 2025.
Where does The Helm Foundation Inc operate?
The Helm Foundation Inc has awarded grants in Maryland, New York.
What is The Helm Foundation Inc's EIN?
The Helm Foundation Inc's EIN (Employer Identification Number) is 26-0001014. 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.
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