The Helton Foundation

PEACHTREE CORNERS, GA EIN: 20-3694022

The Helton Foundation is a private foundation focused on Education, based in PEACHTREE CORNERS, GA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $9.9M in total assets. In 2024, it awarded 3 grants totaling $612K. Net investment income was $678K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.9M

+0.8% YoY

Annual Giving

$612K

-18.9% YoY

Grant Count

3

-62.5% YoY

Avg Grant Size

$204K

+116.4% YoY

About The Helton Foundation

Based on IRS filings

The Helton Foundation is a private foundation focused on Education, based in PEACHTREE CORNERS, GA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $9.9M in total assets. In 2024, it awarded 3 grants totaling $612K. Net investment income was $678K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$382K$763K$1M$2M2021202220232024
Metric202420232022
Total Assets$9,946,966$9,870,359$10,791,839
Revenue$745,124$-101,443$1,387,722
Expenses$668,518$820,036$812,235
Qualifying Distributions$616,973$759,662$758,628
Net Investment Income$677,639$327,471$1,342,480
Distributable Amount$723,559$665,462$679,337

Giving Over Time

Total grant dollars and number of grants per year

$0$189K$377K$566K$755K2 grants20215 grants20228 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

SCHWAB CHARITABLE FUND$354KSCHWAB CHARITABLE FUND$241KSCHWAB CHARITABLE FUND$17K

Grant Size Distribution

18 grants across all recorded years

6<$50K2$50–100K6$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
TODD L HELTONPresident1
CHRISTY B HELTONSecretary1
RODNEY HELTONVice President
MIKE MOYEDirector
ROBERT R DAVIESDirector

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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