The William D and Agnes H Helmuth
The William D and Agnes H Helmuth is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER HAVEN, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $737K in total assets. In 2024, it awarded 14 grants totaling $55K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$737K
-6.9% YoY
Annual Giving
$55K
-5.2% YoY
Grant Count
14
+0.0% YoY
Avg Grant Size
$4K
-5.2% YoY
Under IRS private-foundation payout rules, The William D and Agnes H Helmuth reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.
About The William D and Agnes H Helmuth
Based on IRS filings
The William D and Agnes H Helmuth is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER HAVEN, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $737K in total assets. In 2024, it awarded 14 grants totaling $55K. Net investment income was $17K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $736,870 | $791,385 | $808,099 |
| Revenue | $20,263 | $64,586 | $44,402 |
| Expenses | $74,778 | $79,543 | $86,435 |
| Qualifying Distributions | $55,000 | $58,000 | $63,000 |
| Net Investment Income | $17,413 | $16,092 | $21,293 |
| Distributable Amount | $57,401 | $54,902 | $57,938 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mcleod Memorial Presbyterian Church ($15,000), American Red Cross ($5,000), Volunteers in Svc to the Elderly ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MCLEOD MEMORIAL PRESBYTERIAN CHURCH BARTOW, FL | FOR THE CHURCH & OUTREACH PROGRAMS | $15,000 |
| AMERICAN RED CROSS WINTER HAVEN, FL | ASSISTANCE FOR HURRICANE RECOVERY | $5,000 |
| AMERICAN HEART ASSOCIATION ORLANDO, FL | TO ASSIST IN THE RESEARCH PROGRAMS | $2,500 |
| ARTHRITIS FOUNDATION BRADENTON, FL | TO ASSIST IN THE FDN'S RESEARCH | $2,500 |
| GOOD SHEPHERD HOSPICE AUBURNDALE, FL | TO ASSIST IN PATIENT SUPPORT | $2,000 |
| HABITAT FOR HUMANITY E POLK WINTER HAVEN, FL | ASSISTANCE WITH HOUSING COSTS | $3,000 |
| 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 | $4,000 |
| H LEE MOFFITT CANCER CTR FDN TAMPA, FL | TO ASSIST WITH CANCER RESEARCH | $4,000 |
| CHURCH SERVICE CENTER BARTOW, FL | TO ASSIST WITH COMMUNITY PROGRAMS | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN R WRIGHT | CO-TRUSTEE | 2 | — |
| LARRY MOONEYHAM | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The William D and Agnes H Helmuth?
The William D and Agnes H Helmuth is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER HAVEN, FL. It holds $737K in total assets as of 2024.
How large is The William D and Agnes H Helmuth?
As of 2024, The William D and Agnes H Helmuth holds $737K in total assets with $20K in annual revenue. It awarded 14 grants totaling $55K in 2024.
Where does The William D and Agnes H Helmuth operate?
The William D and Agnes H Helmuth has awarded grants in Florida, New York.
What size grants does The William D and Agnes H Helmuth award?
In 2024, The William D and Agnes H Helmuth awarded 14 grants totaling $55K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The William D and Agnes H Helmuth required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William D and Agnes H Helmuth reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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