Helms Foundation Inc
EIN 956091335Total Given 2016–2025
$1.5M
385 grants · $145K avg/year
based on 10 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$3K
typical micro grants · $2K–$5K
grant size
59%
supporter · 79/133 multi-year
repeat
$4.8M
Assets (2025)
133
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
907 VETS
Phone
(949) 475-5800
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $205K | $4.3M | $198K | 46 |
| 2017 | $195K | $4.3M | $558K | 44 |
| 2018 | $180K | $4.2M | $231K | 48 |
| 2021 | $170K | $4.7M | $160K | 47 |
| 2022 | $176K | $4.2M | $239K | 51 |
| 2023 | $176K | $4.1M | $178K | 51 |
| 2024 | $176K | $4.5M | $-30K | 47 |
| 2025 | $176K | $4.8M | $206K | 51 |
Grant Size Distribution
Based on 385 grants on record
Minimum
$500
25th Pctl
$2K
Median
$3K
Average
$4K
75th Pctl
$5K
Maximum
$20K
Geographic Distribution
Officers & Directors
SB
Stephen Helms Bell
President
Leadership
MK
Michael F Kanne
Vice-President
Leadership
KC
Kristen Churchill
Assistant Vice-President
Leadership
EB
Elizabeth Bennett
Secretary/Assistant Treasurer
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
KC
Kristen Churchill
Assistant Vice-President
Leadership
SB
Stephen Helms Bell
President
Leadership
MK
Michael F Kanne
Vice-President
Leadership
EB
Elizabeth Bennett
Secretary/Assistant Treasurer
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
SB
Stephen Helms Bell
President
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
KC
Kristen Churchill
Trustee
EB
Elizabeth Bennett
Trustee
MK
Michael F Kanne
Trustee
SB
Stephen Helms Bell
President
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
EB
Elizabeth Bennett
Trustee
MK
Michael F Kanne
Trustee
KC
Kristen Churchill
Trustee
SB
Stephen Helms Bell
President
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
EB
Elizabeth Bennett
Trustee
MK
Michael F Kanne
Trustee
KC
Kristen Churchill
Trustee
SB
Stephen Helms Bell
President
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
EB
Elizabeth Bennett
Trustee
MK
Michael F Kanne
Trustee
KC
Kristen Churchill
Trustee
SB
Stephen Helms Bell
President
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
EB
Elizabeth Bennett
Trustee
MK
Michael F Kanne
Trustee
KC
Kristen Churchill
TRUStee
SB
Stephen Helms Bell
President
Leadership
FL
Fonza Bell Lawther
Treasurer
Leadership
EB
Elizabeth Bennett
Trustee
MK
Michael F Kanne
Trustee
KC
Kristen Churchill
Trustee
Grants Awarded (385 total)
| Purpose | ||||
|---|---|---|---|---|
| Thacher School | Ojai, CA | $20,000 | Educational Assistance | 2017 |
| Thacher School | Ojai, CA | $16,500 | EDUCATIONAL ASSISTANCE | 2018 |
| Hill Country Memorial Hospital | Fredericksburg, TX | $10,000 | ASSISTING NEEDY | 2021 |
| Rosary Academy | Fullerton, CA | $10,000 | HIGH SCHOOL EDUCATION | 2021 |
| Servite High School | Anaheim, CA | $10,000 | EDUCATION | 2021 |
| St Jude Memorial Foundation | Fullerton, CA | $10,000 | MEDICAL | 2021 |
| The Good Samaritan Center | Fredericksburg, TX | $10,000 | CHURCH | 2021 |
| Boys Girls Club of Fredericksburg | Fredericksburg, TX | $10,000 | YOUTH DEVELOPMENT | 2022 |
| Rosary Academy | Fullerton, CA | $10,000 | HIGH SCHOOL EDUCATION | 2022 |
| Servite High School | Anaheim, CA | $10,000 | EDUCATION | 2022 |
| St Jude Memorial Foundation | Fullerton, CA | $10,000 | MEDICAL | 2022 |
| The Good Samaritan Center | Fredericksburg, TX | $10,000 | CHURCH | 2022 |
| Fredericksburg Isd Education Founda | Fredericksburg, TX | $10,000 | YOUTH DEVELOPMENT | 2023 |
| Rosary High School | Fullerton, CA | $10,000 | EDUCATION | 2023 |
| Servite High School | Anaheim, CA | $10,000 | EDUCATION | 2023 |
| St Jude Memorial Foundation | Fullerton, CA | $10,000 | MEDICAL | 2023 |
| The Good Samaritan Center | Fredericksburg, TX | $10,000 | CHURCH | 2023 |
| Fredericksburg Isd Education Founda | Fredericksburg, TX | $10,000 | YOUTH DEVELOPMENT | 2024 |
| Kpal | Kenai, AK | $10,000 | ANIMAL RESCUE | 2024 |
| Rosary High School | Fullerton, CA | $10,000 | EDUCATION | 2024 |
| Servite High School | Anaheim, CA | $10,000 | EDUCATION | 2024 |
| St Jude Memorial Foundation | Fullerton, CA | $10,000 | MEDICAL | 2024 |
| The Good Samaritan Center | Fredericksburg, TX | $10,000 | CHURCH | 2024 |
| Friends of Albert Whitted Airport | St Petersburg, FL | $10,000 | PRESERVATION AND ENHANCEMENT OF ALBERT WHITTED AIRPORT | 2025 |
| Kpal | Kenai, AK | $10,000 | ANIMAL RESCUE | 2025 |