The William D and Agnes H Helmuth
The William D and Agnes H Helmuth is a private foundation based in Winter Haven, Florida. In its 2025 filing, it reported making 14 grants totaling $57,500 to charitable organizations, including organizations working in community services, disaster recovery, health research, housing, and animal shelter programs.
Key facts about The William D and Agnes H Helmuth
In short: The William D and Agnes H Helmuth gave $58K across 14 grants in 2025 (avg $4K), mostly in Florida. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-1169789
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $57,500
- Grants made (2025)
- 14
- Average grant
- $4,107
- Median grant
- $3,000
- New grantees (estimate)
- 0% first-time grantees (0 of 14, 2025)
- Total assets
- $708,367
- Primary geography
- Florida (83% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$708K
-3.9% YoY
Annual Giving
$58K
+4.5% YoY
Grant Count
14
+0.0% YoY
Avg Grant Size
$4K
+4.5% YoY
Under IRS private-foundation payout rules, The William D and Agnes H Helmuth reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.
Is The William D and Agnes H Helmuth open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 14 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations engaged in a range of activities. For example, the Church Service Center describes its work as providing information and referrals, meeting emergency needs in the Bartow area as funds permit, and developing programs to address unmet community needs. Good Shepherd Hospice describes providing hospice and palliative care for people affected by life-limiting illnesses and end-of-life issues. The Arthritis Foundation says it pursues a cure for arthritis and provides resources, science, advocacy, and community connections; the American Heart Association describes its mission as promoting longer, healthier lives.
Grantmaking
In 2025, the foundation reported 14 grants totaling $57,500. Grants ranged from $2,000 to $15,000, with a median grant of $3,000.
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Geographic Focus
Where this funder awards grants
In 2025, 83% of grant dollars went to recipients in Florida. Recipients in New York received 8%, Georgia recipients received 5%, and Texas recipients received 4%.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $55K (2024) to $63K (2022). In 2025 it made 14 grants totaling $58K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was McLeod Memorial Presbyterian Church ($15K). Together the top 10 received $48K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| McLeod Memorial Presbyterian Church Bartow, FL | For the Church & Outreach Programs | $15,000 |
| American Red Cross Winter Haven, FL | Assistance for Disaster Recovery | $5,000 |
| Volunteers in Svc to the Elderly Lakeland, FL | To Assist with Programs for Elderly | $5,000 |
| American Parkinson Disease Assoc Staten Island, NY | Assist with Their Research Programs | $4,500 |
| H Lee Moffitt Cancer Ctr Fdn Tampa, FL | To Assist with Cancer Research | $4,000 |
| Habitat for Humanity E Polk Winter Haven, FL | Assistance with Housing Costs | $3,500 |
| Arthritis Foundation Atlanta, GA | To Assist in the FDN'S Research | $3,000 |
| Turkey Creek Assembly of God Plant City, FL | To Assist Transforming Life Ministry | $3,000 |
| American Heart Association Dallas, TX | To Assist in the Research Programs | $2,500 |
| Church Service Center Bartow, FL | To Assist with Community Programs | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $708,367 | $54,135 | $82,638 | $57,500 |
| 2024 | $736,870 | $20,263 | $74,778 | $55,000 |
| 2023 | $791,385 | $64,586 | $79,543 | $58,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $708,367 | $736,870 | $791,385 |
| Revenue | $54,135 | $20,263 | $64,586 |
| Expenses | $82,638 | $74,778 | $79,543 |
| Qualifying Distributions | $57,500 | $55,000 | $58,000 |
| Net Investment Income | $13,726 | $17,413 | $16,092 |
| Distributable Amount | $60,758 | $57,401 | $54,902 |
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 November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 25, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Steven R. Wright and Larry Mooneyham as co-trustees.
The William D and Agnes H Helmuth's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Larry Mooneyham
Co-Trustee
On filings since 2020
1 hr/week
$3K (2020) → $0 (2025)
Steven R. Wright
Co-Trustee
On filings since 2020
2 hrs/week
$11K (2020) → $0 (2025)
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.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $13K, to Steven R Wright (Co-Trustee). 2 officers or directors reported compensation on that filing.
Contact
Mailing address: 154 Avenue H Se, Winter Haven, FL 33880
Phone: (863) 299-6815
Frequently asked questions about The William D and Agnes H Helmuth
How much does The William D and Agnes H Helmuth give each year?
The William D and Agnes H Helmuth gave $58K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 14 grants.
What is The William D and Agnes H Helmuth's typical grant size?
The William D and Agnes H Helmuth's median grant in 2025 was $3,000, and its average grant was $4,107, across 14 grants on its 2025 IRS Form 990-PF.
Where does The William D and Agnes H Helmuth give grants?
The William D and Agnes H Helmuth gives mostly in Florida: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (8%) and Georgia (5%). The most frequent recipient cities were Bartow, FL (3 grants), Winter Haven, FL (3 grants) and Lakeland, FL (2 grants).
Does The William D and Agnes H Helmuth give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on The William D and Agnes H Helmuth's 2025 IRS Form 990-PF were described as general or operating support.
Who are The William D and Agnes H Helmuth's largest grantees?
The William D and Agnes H Helmuth's largest 2025 grantees include McLeod Memorial Presbyterian Church ($15,000), American Red Cross ($5,000) and Volunteers in Svc to the Elderly ($5,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is The William D and Agnes H Helmuth?
The William D and Agnes H Helmuth reported $708K in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The William D and Agnes H Helmuth fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations engaged in a range of activities. See mission & focus areas ↑
How do I apply for a grant from The William D and Agnes H Helmuth?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The William D and Agnes H Helmuth's EIN?
The William D and Agnes H Helmuth's EIN (Employer Identification Number) is 27-1169789. IRS Form 990 filing data is available on this page for 2020–2025.
Does The William D and Agnes H Helmuth accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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