William G & Jane Helms Charitable
William G & Jane Helms Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $874K in total assets. In 2024, it awarded 14 grants totaling $64K. Net investment income was $130K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$874K
+6.3% YoY
Annual Giving
$64K
+129.3% YoY
Grant Count
14
-36.4% YoY
Avg Grant Size
$5K
+260.4% YoY
Under IRS private-foundation payout rules, William G & Jane Helms Charitable reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.
About William G & Jane Helms Charitable
Based on IRS filings
William G & Jane Helms Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $874K in total assets. In 2024, it awarded 14 grants totaling $64K. Net investment income was $130K.
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 | $873,933 | $821,788 | $809,249 |
| Revenue | $155,882 | $71,837 | $42,427 |
| Expenses | $102,360 | $59,757 | $64,898 |
| Qualifying Distributions | $76,074 | $37,371 | $41,693 |
| Net Investment Income | $129,636 | $49,452 | $11,622 |
| Distributable Amount | $68,410 | $62,183 | $62,526 |
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
72 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Orsnco ($25,000), Wacc Foundation ($19,730), Cincinnati Art Center ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CINCINNATI ZOO & BOTANICAL GARDEN CINCINNATI, OH | PROMOTE CHARITABLE PURPOSE | $2,000 |
| FREE STORE FOODBANK CINCINNATI, OH | PROMOTE CHARITABL;E PURPOSE | $1,000 |
| WACC FOUNDATION CINCINNATI, OH | PROMOTE CHARITABLE PURPOSE | $19,730 |
| TAFT MUSEUM CINCINNATI, OH | PROMOTE CHARITABLE PURPOSE | $2,500 |
| ORSNCO CINCINNATI, OH | PROMOTE CHARITABLE PURPOSE | $25,000 |
| NATIONAL ARMY MUSEUM FORT BELVOIR, VA | PROMOTE CHARITABLE PURPOSE | $100 |
| CINCINNATI ART CENTER CINCINANTI, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | PROMOTE CHARITABLE PURPOSE | $350 |
| HARRIET BEECHER STOWE HOUSE CINCINNATI, OH | PROMOTE CHARITABLE PURPOSE | $2,000 |
| HABITAT FOR HUMANITY CINCINNATI, OH | PROMOTE CHARITABLE PURPOSE | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LEONARD A WEAKLEY JR | TRUSTEE | 1.5 | $20,792 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William G & Jane Helms Charitable?
William G & Jane Helms Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $874K in total assets as of 2024.
How large is William G & Jane Helms Charitable?
As of 2024, William G & Jane Helms Charitable holds $874K in total assets with $156K in annual revenue. It awarded 14 grants totaling $64K in 2024.
Where does William G & Jane Helms Charitable operate?
William G & Jane Helms Charitable has awarded grants in District of Columbia, Florida, Kentucky, New Mexico, New York, Ohio, South Carolina, Texas, Virginia.
What size grants does William G & Jane Helms Charitable award?
In 2024, William G & Jane Helms Charitable awarded 14 grants totaling $64K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is William G & Jane Helms Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William G & Jane Helms Charitable reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William G & Jane Helms Charitable's EIN?
William G & Jane Helms Charitable's EIN (Employer Identification Number) is 51-6532661. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in William G & Jane Helms Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.