The Helton Foundation
The Helton Foundation is a private foundation focused on Education, based in Peachtree Corners, GA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $10.0M in total assets. In 2025, it awarded 6 grants totaling $728K. Net investment income was $842K.
Key facts about The Helton Foundation
In short: The Helton Foundation gave $728K across 6 grants in 2025 (avg $121K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 20-3694022
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $727,868
- Grants made (2025)
- 6
- Average grant
- $121,311
- Median grant
- $133,867
- Total assets
- $10,046,352
- Primary geography
- California (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
$10.0M
+1.0% YoY
Annual Giving
$728K
+18.9% YoY
Grant Count
6
+100.0% YoY
Avg Grant Size
$121K
-40.6% YoY
Under IRS private-foundation payout rules, The Helton Foundation reported a distributable amount of $752K for 2025 — the minimum it must pay out in qualifying distributions.
How The Helton Foundation gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 all 6 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $612K (2024) to $755K (2023). In 2025 it made 6 grants totaling $728K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was Schwab Charitable Fund ($728K across 6 grants).
Grant Size Distribution
24 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 24 (42%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Fund San Francisco, CA | General charitable purposes to further the mission of the foundation. | $244,977 |
| Schwab Charitable Fund San Francisco, CA | General charitable purposes to further the mission of the foundation. | $154,518 |
| Schwab Charitable Fund San Francisco, CA | General Charitable Purposes. | $140,810 |
| Schwab Charitable Fund San Francisco, CA | General Charitable Purposes | $126,923 |
| Schwab Charitable Fund San Francisco, CA | General charitable purposes to further the mission of the foundation | $60,634 |
| Schwab Charitable Fund San Francisco, CA | General charitable purposes to further the mission of the foundation | $6 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,046,352 | $9,946,966 | $9,870,359 |
| Revenue | $895,054 | $745,124 | $-101,443 |
| Expenses | $795,669 | $668,518 | $820,036 |
| Qualifying Distributions | $732,628 | $616,973 | $759,662 |
| Net Investment Income | $841,650 | $677,639 | $327,471 |
| Distributable Amount | $751,642 | $723,559 | $665,462 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS September 4, 2020)
- Added Form 990-PF for fiscal year 2020 (received by the IRS October 8, 2021)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 27, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
The Helton Foundation is led by Todd L. Helton, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Todd L. Helton
President
On filings since 2019
1 hr/week
No compensation reported
Mike Moye
Director
On filings since 2019
No compensation reported
Robert R. Davies
Director
On filings since 2019
No compensation reported
Christy B. Helton
Secretary
On filings since 2019
1 hr/week
No compensation reported
Rodney Helton
Vice President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Helton Foundation
How much does The Helton Foundation give each year?
The Helton Foundation gave $728K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $612K across 3 grants.
What is The Helton Foundation's typical grant size?
The Helton Foundation's median grant in 2025 was $133,867, and its average grant was $121,311, across 6 grants on its 2025 IRS Form 990-PF.
Where does The Helton Foundation give grants?
The Helton Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (6 grants).
Does The Helton Foundation give general operating support?
Yes: 100% of The Helton Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Helton Foundation?
The Helton Foundation reported $10.0M in total assets on its 2025 IRS Form 990-PF. It paid out $733K in qualifying distributions that year, against a required minimum of $752K (roughly 5% of its investment assets).
What is The Helton Foundation?
The Helton Foundation is a private foundation focused on Education, based in Peachtree Corners, GA. It holds $10.0M in total assets as of 2025.
What is The Helton Foundation's EIN?
The Helton Foundation's EIN (Employer Identification Number) is 20-3694022. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Helton Foundation by hand.
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