Helios Foundation Inc
- Assets
- $7.6m
- Revenue
- $798.6k
- Investments
- $7.1m
- Employees
- 0
- Location
- Neenah, WI
- Founding
- 11/1986
- Data as of
- 05/2024
- EIN
- 39-1532106
Organization Overview
Helios Foundation Inc is located in Neenah, WI. The organization was established in 1986. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helios Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2024, Helios Foundation Inc generated $798.6k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $1.0m during the year ending 05/2024. While expenses have increased by 12.5% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Helios Foundation Inc has awarded 288 individual grants totaling $2,825,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy Mcloughlin Director | 0 | $0 | |
Pat Mcloughlin Director | 0 | $0 | |
Daniel Jacob Director | 0 | $0 | |
Juliana Kelly Director | 0 | $0 | |
Christina Siddall Director | 0 | $0 | |
Barbara Aalfs Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $271,471 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $521,506 |
| Capital Gain Net Income | $521,506 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,579 |
| Total Revenue | $798,556 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $100,110 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,569 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,877 |
| Total operating and administrative expenses | $114,571 |
| Contributions, gifts, grants paid | $890,000 |
| Total expenses and disbursements | $1,004,571 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $478,084 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $187,234 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $4,380 |
| Total assets | $7,615,218 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Helios Foundation Inc has awarded $890,000 in support to 70 organizations.
| Grant Recipient | Amount |
|---|---|
180 DEGREES PURPOSE: GENERAL SUPPORT | $1,500 |
A SACRED PLACE PURPOSE: GENERAL SUPPORT | $5,000 |
ALLIANCE OF IDAHO PURPOSE: GENERAL SUPPORT | $10,000 |
ANIMAL RESCUE LEAGUE OF BOSTON PURPOSE: GENERAL SUPPORT | $15,000 |
ARCH COMMUNITY HOUSING TRUST PURPOSE: GENERAL SUPPORT | $10,000 |
BLAINE COUNTY CHARITABLE FUND PURPOSE: GENERAL SUPPORT | $5,000 |