The Helton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $155K in total assets. In 2025, it made $615 in qualifying distributions.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$155K
+0.1% YoY
Revenue
$1K
+350.8% YoY
Qualifying Distributions
$615
+75.7% YoY
Expenses
$965
+37.9% YoY
Under IRS private-foundation payout rules, The Helton Foundation reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
About The Helton Foundation
Based on IRS filings
The Helton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $155K in total assets. In 2025, it made $615 in qualifying distributions.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $155,362 | $155,155 | $155,595 |
| Revenue | $1,172 | $260 | $270 |
| Expenses | $965 | $700 | $800 |
| Qualifying Distributions | $615 | $350 | $400 |
| Net Investment Income | — | — | — |
| Distributable Amount | $7,646 | $7,651 | $7,693 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| W CHARLES HELTON | VICE PRESIDENT | 0.1 | — |
| BARBARA S HELTON | SECRETARY | — | — |
| THOMAS DALE HELTON | VICE PRESIDENT & ASSISTANT SECRETARY | — | — |
| LAURA E KALORIN | PRESIDENT AND CEO | 0.05 | — |
| J MICAH PATE | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Helton Foundation?
The Helton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. It holds $155K in total assets as of 2025.
How large is The Helton Foundation?
As of 2025, The Helton Foundation holds $155K in total assets with $1K in annual revenue.
How much is The Helton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Helton Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Helton Foundation's EIN?
The Helton Foundation's EIN (Employer Identification Number) is 56-2094702. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in The Helton Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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