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.
Key facts about William G & Jane Helms Charitable
- EIN
- 51-6532661
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $63,980
- Grants made (2024)
- 14
- Average grant
- $4,570
- Median grant
- $1,500
- New grantees (estimate)
- 43% first-time grantees (6 of 14, 2024)
- Total assets
- $873,933
- Primary geography
- Ohio (98% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who William G & Jane Helms Charitable funds
By grant dollars, the top recipient states for William G & Jane Helms Charitable's 14 itemized 2024 grants were Ohio (98%). The most frequent recipient cities were Cincinnati, OH (9 grants) and Dallas, TX (2 grants). None of its 14 grants with a stated purpose were described as general or operating support. Recurring purposes include "Promote Charitable Purpose" (13 grants).
Is William G & Jane Helms Charitable open to new grantees?
43%
first-time grantees, 2024
In 2024, 6 of 14 grantees (43%) were first-time recipients. First grants averaged $6K; repeat grants $4K. How we count
Medians: $1K first-time, $2K repeat.
- 57% of 2024 grantees were also funded in 2023. Method
- Giving grew 73% from 2021 to 2024. Method
- In 2024 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with William G & Jane Helms Charitable
- How to evaluate William G & Jane Helms Charitable as a funder
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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
Ready to take the next step with William G & Jane Helms Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 14 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Orsnco ($25,000), Wacc Foundation ($19,730), Cincinnati Art Center ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ORSNCO Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $25,000 |
| WACC FOUNDATION Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $19,730 |
| CINCINNATI ART CENTER Cincinanti, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| NEWPATH CHURCH MC FOUNDATION Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| TAFT MUSEUM Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $2,500 |
| CINCINNATI ZOO & BOTANICAL GARDEN Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $2,000 |
| HARRIET BEECHER STOWE HOUSE Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $2,000 |
| FREE STORE FOODBANK Cincinnati, OH | PROMOTE CHARITABL;E PURPOSE | $1,000 |
| TOYS FOR TOTS Erlanger, KY | PROMOTE CHARITABLE PURPOSE | $500 |
| CSO POPS Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.