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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
2023-05-01
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
$750,389
2023
Total expenses
$809,484
2023
Total assets
$7,821,233
2023
Num. employees
1
2023

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
Process Studies InternationalOord & Fuller's Project$95,000
Rosecrance FoundationRec Therapy-Jackson Centers$50,000
Community Foundation of Eastern Connecticut (CFECT)Eastern CT Women & Girl's Fund$25,000
...and 59 more grants made totalling $604,000

Personnel at Helios Foundation

NameTitle
Kimberly PetersenVice President of Administrator

Financials for Helios Foundation

RevenuesFYE 05/2023
Total grants, contributions, etc.$139,668
Investment income and dividends$233,849
Net rental income$0
Net gain from sale of non-inventory assets$370,949
Gross sales of inventory$0
Miscellaneous revenues$5,923
Total revenues$750,389

Form 990s for Helios Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-052023-10-06990PFView PDF
2022-052022-10-13990PFView PDF
2021-052022-03-15990PFView PDF
2020-052021-02-19990PFView PDF
2019-052019-12-02990PFView PDF
...and 6 more Form 990s
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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