William D And Agnes H Helmuth Private Foundation

Winter Haven, FL
Tax-exempt since June 2010
EIN: 27-1169789

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$20.3k (2024)

Expenses

$74.8k (2024)

Total Assets

$737k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$20,263

Expenses

$74,778

Net Income

-$54,515

Net Assets

$736,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.2%
Dividends	$35,340	> 100%
Sales of Assets	-$15,348
Other Income	$223	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	73.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$736,870
Total Liabilities	$0
Net Assets	$736,870

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$0	$0
Larry Mooneyham (Co Trustee)	$0	$0

990-PF

Filed on June 25, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$64,586

Expenses

$79,543

Net Income

-$14,957

Net Assets

$791,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50	0.1%
Dividends	$34,357	53.2%
Sales of Assets	$29,972	46.4%
Other Income	$207	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,000	72.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$791,385
Total Liabilities	$0
Net Assets	$791,385

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$0	$0
Larry Mooneyham (Co Trustee)	$0	$0

990-PF

Filed on May 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$44,402

Expenses

$86,435

Net Income

-$42,033

Net Assets

$808,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21	0.0%
Dividends	$33,514	75.5%
Sales of Assets	$10,675	24.0%
Other Income	$192	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,000	72.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$808,099
Total Liabilities	$0
Net Assets	$808,099

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$0	$0
Larry Mooneyham (Co Trustee)	$0	$0

990-PF

Filed on May 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$49,944

Expenses

$82,683

Net Income

-$32,739

Net Assets

$850,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$36,060	72.2%
Sales of Assets	$13,696	27.4%
Other Income	$177	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,000	67.7%
Compensation of Officers*	$15,855	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$850,260
Total Liabilities	$128
Net Assets	$850,132

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$12,734	$0
Larry Mooneyham (Co Trustee)	$3,121	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$32,833

Expenses

$74,780

Net Income

-$41,947

Net Assets

$882,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.1%
Dividends	$31,319	95.4%
Sales of Assets	$1,323	4.0%
Other Income	$164	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,000	74.9%
Compensation of Officers*	$14,236	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$882,972
Total Liabilities	$101
Net Assets	$882,871

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$11,434	$0
Larry Mooneyham (Co Trustee)	$2,802	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$49,264

Expenses

$82,445

Net Income

-$33,181

Net Assets

$924,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.1%
Dividends	$38,600	78.4%
Sales of Assets	$10,486	21.3%
Other Income	$152	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,000	69.1%
Compensation of Officers*	$14,424	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$924,879
Total Liabilities	$61
Net Assets	$924,818

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$11,585	$0
Larry Mooneyham (Co Trustee)	$2,839	$0

990-PF

Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$39,843

Expenses

$79,429

Net Income

-$39,586

Net Assets

$957,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$38,452	96.5%
Sales of Assets	$1,233	3.1%
Other Income	$141	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,000	73.0%
Compensation of Officers*	$14,919	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$958,020
Total Liabilities	$21
Net Assets	$957,999

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$11,982	$0
Larry Mooneyham (Co Trustee)	$2,937	$0

990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$44,911

Expenses

$76,463

Net Income

-$31,552

Net Assets

$997,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.1%
Dividends	$40,577	90.3%
Sales of Assets	$4,140	9.2%
Other Income	$130	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	71.9%
Compensation of Officers*	$15,379	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$997,585
Total Liabilities	$0
Net Assets	$997,585

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$12,352	$0
Larry Mooneyham (Co Trustee)	$3,027	$0

990-PF

Filed on Oct. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$88,105

Expenses

$89,173

Net Income

-$1,068

Net Assets

$1,029,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47,740	54.2%
Interest Revenue	$92	0.1%
Dividends	$39,551	44.9%
Sales of Assets	$601	0.7%
Other Income	$121	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,000	71.8%
Compensation of Officers*	$15,491	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,029,137
Total Liabilities	$0
Net Assets	$1,029,137

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$12,442	$0
Larry Mooneyham (Co Trustee)	$3,049	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$38,748

Expenses

$88,562

Net Income

-$49,814

Net Assets

$1,030,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$33,997	87.7%
Sales of Assets	$4,387	11.3%
Other Income	$355	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,000	72.3%
Compensation of Officers*	$15,215	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,030,205
Total Liabilities	$0
Net Assets	$1,030,205

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$12,220	$0
Larry Mooneyham (Co Trustee)	$2,995	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$228,069

Expenses

$66,852

Net Income

$161,217

Net Assets

$1,080,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$163,327	71.6%
Interest Revenue	$102	0.0%
Dividends	$46,159	20.2%
Sales of Assets	$18,308	8.0%
Other Income	$173	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,500	66.6%
Compensation of Officers*	$14,585	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,080,019
Total Liabilities	$0
Net Assets	$1,080,019

Compensation

Key Employees and Officers	Compensation	Other
Steven R Wright (Co Trustee)	$11,714	$0
Larry Mooneyham (Co Trustee)	$2,871	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$18,987

Expenses

$50,970

Net Income

-$31,983

Net Assets

$918,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,306	22.7%
Dividends	$33,105	> 100%
Sales of Assets	$0
Other Income	$361	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,000	60.8%
Compensation of Officers*	$13,092	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$918,802
Total Liabilities	$0
Net Assets	$918,802

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$53,411

Expenses

$17,834

Net Income

$35,577

Net Assets

$950,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,389	8.2%
Dividends	$35,908	67.2%
Sales of Assets	$13,114	24.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,500	8.4%
Compensation of Officers*	$12,597	70.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$950,785
Total Liabilities	$0
Net Assets	$950,785

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$244,922

Expenses

$13,575

Net Income

$231,347

Net Assets

$915,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$174,567	71.3%
Interest Revenue	$4,356	1.8%
Dividends	$23,443	9.6%
Sales of Assets	$42,116	17.2%
Other Income	$440	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,000	22.1%
Compensation of Officers*	$7,639	56.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$915,208
Total Liabilities	$0
Net Assets	$915,208

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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William D And Agnes H Helmuth Private Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.3k (2024)

Expenses $74.8k (2024)

Total Assets $737k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$20.3k (2024)

Expenses

$74.8k (2024)

Total Assets

$737k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009