Williams G & Mary Jane Helms Charitable Foundation

Weakley Leonard A Jr Ttee

Cincinnati, OH
Tax-exempt since March 2003
EIN: 51-6532661

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$156k (2024)

Expenses

$102k (2024)

Total Assets

$874k (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

$155,882

Expenses

$102,360

Net Income

$53,522

Net Assets

$873,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,322	5.3%
Dividends	$20,490	13.1%
Sales of Assets	$127,070	81.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,074	74.3%
Compensation of Officers*	$20,792	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$873,933
Total Liabilities	$0
Net Assets	$873,933

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$20,792	$0

990-PF

Filed on May 14, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$71,837

Expenses

$59,757

Net Income

$12,080

Net Assets

$821,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,254	5.9%
Dividends	$19,393	27.0%
Sales of Assets	$48,190	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,371	62.5%
Compensation of Officers*	$15,535	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$821,788
Total Liabilities	$0
Net Assets	$821,788

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$15,535	$0

990-PF

Filed on May 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$42,427

Expenses

$64,898

Net Income

-$22,471

Net Assets

$809,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,600	17.9%
Interest Revenue	$6,615	15.6%
Dividends	$17,514	41.3%
Sales of Assets	$10,698	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,693	64.2%
Compensation of Officers*	$16,386	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$809,249
Total Liabilities	$0
Net Assets	$809,249

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$16,386	$0

990-PF

Filed on July 24, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$56,030

Expenses

$75,013

Net Income

-$18,983

Net Assets

$834,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,442	11.5%
Dividends	$17,857	31.9%
Sales of Assets	$31,731	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,105	62.8%
Compensation of Officers*	$16,644	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$834,331
Total Liabilities	$0
Net Assets	$834,331

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$16,644	$0

990-PF

Filed on May 12, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$179,944

Expenses

$103,140

Net Income

$76,804

Net Assets

$857,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,371	4.7%
Dividends	$18,074	10.0%
Sales of Assets	$153,499	85.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,337	77.9%
Compensation of Officers*	$18,440	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$857,770
Total Liabilities	$1
Net Assets	$857,769

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$18,440	$0

990-PF

Filed on May 13, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$40,253

Expenses

$60,548

Net Income

-$20,295

Net Assets

$785,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,576	16.3%
Dividends	$19,617	48.7%
Sales of Assets	$14,060	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,121	66.3%
Compensation of Officers*	$9,715	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$785,318
Total Liabilities	$1
Net Assets	$785,317

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$9,715	$0

990-PF

Filed on July 1, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$125,473

Expenses

$85,787

Net Income

$39,686

Net Assets

$805,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,625	6.1%
Dividends	$19,185	15.3%
Sales of Assets	$98,663	78.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,873	76.8%
Compensation of Officers*	$11,146	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$805,644
Total Liabilities	$0
Net Assets	$805,644

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$11,146	$0

990-PF

Filed on May 8, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$73,709

Expenses

$74,048

Net Income

-$339

Net Assets

$767,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,721	3.7%
Dividends	$19,596	26.6%
Sales of Assets	$51,342	69.7%
Other Income	$50	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,556	75.0%
Compensation of Officers*	$10,863	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$767,036
Total Liabilities	$0
Net Assets	$767,036

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$10,863	$0

990-PF

Filed on May 11, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$74,484

Expenses

$75,300

Net Income

-$816

Net Assets

$766,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,607	4.8%
Dividends	$23,927	32.1%
Sales of Assets	$45,992	61.7%
Other Income	$958	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,742	76.7%
Compensation of Officers*	$10,600	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$766,896
Total Liabilities	$0
Net Assets	$766,896

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$10,600	$0

990-PF

Filed on May 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$29,624

Expenses

$76,100

Net Income

-$46,476

Net Assets

$767,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,332	14.6%
Dividends	$22,096	74.6%
Sales of Assets	$3,043	10.3%
Other Income	$153	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,081	69.8%
Compensation of Officers*	$11,076	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$767,350
Total Liabilities	$0
Net Assets	$767,350

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$11,076	$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

$102,125

Expenses

$73,896

Net Income

$28,229

Net Assets

$813,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,407	4.3%
Dividends	$21,565	21.1%
Sales of Assets	$76,153	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,701	74.0%
Compensation of Officers*	$11,106	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$813,826
Total Liabilities	$0
Net Assets	$813,826

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$11,106	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$74,893

Expenses

$61,179

Net Income

$13,714

Net Assets

$785,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,875	6.5%
Dividends	$18,334	24.5%
Sales of Assets	$51,684	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,713	71.5%
Compensation of Officers*	$10,219	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$785,637
Total Liabilities	$0
Net Assets	$785,637

Compensation

Key Employees and Officers	Compensation	Other
Leonard A Weakley Jr (Trustee)	$10,219	$0

990-PF

Filed on May 16, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$4,227

Expenses

$62,657

Net Income

-$58,430

Net Assets

$771,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,895	> 100%
Dividends	$18,112	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,953	71.7%
Compensation of Officers*	$11,948	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$771,921
Total Liabilities	$1
Net Assets	$771,920

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,725

Expenses

$62,186

Net Income

-$40,461

Net Assets

$830,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$22,928	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,322	77.7%
Compensation of Officers*	$7,132	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$830,350
Total Liabilities	$1
Net Assets	$830,349

990-PF

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

PDF

PDF (2 of 2)

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

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Williams G & Mary Jane Helms Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $156k (2024)

Expenses $102k (2024)

Total Assets $874k (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

Compensation

Document Links

Revenue

$156k (2024)

Expenses

$102k (2024)

Total Assets

$874k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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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

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2003