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EIN 39-1532106

Helios Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Neenah
State
Wisconsin
Year formed
1986
Most recent tax filings
2024-05-01
NTEE code, primary
T20: Private Foundations
Description
The Helios Foundation is a private foundation located in Neenah, WI that focuses on granting with no restrictions or limitations. Last year, they made $525,000 in annual grants and currently hold $7,147,977 in total assets.
Total revenues
$798,556
2024
Total expenses
$1,004,571
2024
Total assets
$7,615,218
2024
Num. employees
1
2024

Program areas at Helios Foundation

Not applicable
The sole charitable activity of this organization is the making of contributions and grants to qualified charitable organizations. No direct charitable activities are conducted.
Not applicable
Not applicable
Not applicable

Grants made by Helios Foundation

GranteeGrant descriptionAmount
Center for Process Studies Process & FaithGeneral Support$290,000
Boys and Girls Clubs of SiouxlandGeneral Support$25,000
Habitat for Humanity - Siouxland HFHGolden Hammer Sponsor$25,000
...and 61 more grants made totalling $859,000

Personnel at Helios Foundation

NameTitle
Kimberly PetersenVice President of Administrator

Financials for Helios Foundation

RevenuesFYE 05/2024
Total grants, contributions, etc.$0
Investment income and dividends$271,471
Net rental income$0
Net gain from sale of non-inventory assets$521,506
Gross sales of inventory$0
Miscellaneous revenues$5,579
Total revenues$798,556

Form 990s for Helios Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-052024-09-06990PFView PDF
2023-052023-10-06990PFView PDF
2022-052022-10-13990PFView PDF
2021-052022-03-15990PFView PDF
2020-052021-02-19990PFView PDF
...and 7 more Form 990s

Organizations like Helios Foundation

OrganizationLocationRevenue
Harry S Moss Heart TrustDallas, TX$3,165,492
Daniel P Haerther Charitable TrustChicago, IL$2,976,383
Lautenbach Family FoundationChicago, IL$1,826,040
Mcharrie TowneBaldwinsville, NY$1,507,864
Mccarthey Family FoundationSalt Lake City, UT$1,297,483
Hawn FoundationDallas, TX$2,760,358
The Berner Charitable and Scholarship FoundationLa Grange, IL$1,316,484
Betsy M Campbell FoundationGreenville, SC$1,151,977
Sorenson Impact FoundationSalt Lake City, UT$2,427,083
George H Fearons Iii Charitable TrustNew York, NY$1,018,264
Data update history
November 26, 2023
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 8, 2023
Updated personnel
Identified 2 new personnel
May 7, 2023
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
40 Jewelers Park PO Box 6 Ste 200
Neenah, WI 54957
Metro area
Oshkosh-Neenah, WI
County
Winnebago County, WI
Phone
(920) 727-1137
IRS details
EIN
39-1532106
Fiscal year end
May
Taxreturn type
Form 990-PF
Year formed
1986
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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