Civic Intelligence

The Helton Foundation Co Mchugh CPA Group Inc

EIN 20-3694022 • Peachtree Corners, GA

Refreshing map…

5550 Triangle Parkway Suite 200Peachtree Corners, GA 30092
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,946,966

Up $76,607 (+0.8%) from 2023

Liabilities

Flat

$1

Flat from 2023

Net Assets

$9,946,965

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin58th percentile

Revenue

Up

$745,124

Up $846,567 (+835%) from 2023

Expenses

Down

$668,518

Down $151,518 (-18%) from 2023

Net Income

Up

$76,606

Up $998,085 (+108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $10,477,977Liabilities 2011: $219,774Net Assets 2011: $10,258,2032011Assets 2012: $10,772,014Liabilities 2012: $12012Assets 2013: $10,704,693Liabilities 2013: $0Net Assets 2013: $10,704,6932013Assets 2014: $11,325,052Liabilities 2014: $12014Assets 2015: $11,378,927Liabilities 2015: $0Net Assets 2015: $11,378,9272015Assets 2016: $11,155,365Liabilities 2016: $0Net Assets 2016: $11,155,3652016Assets 2017: $10,867,578Liabilities 2017: $0Net Assets 2017: $10,867,5782017Assets 2018: $10,749,892Liabilities 2018: $0Net Assets 2018: $10,749,8922018Assets 2019: $10,580,861Liabilities 2019: $0Net Assets 2019: $10,580,8612019Assets 2020: $10,323,712Liabilities 2020: $0Net Assets 2020: $10,323,7122020Assets 2021: $10,216,351Liabilities 2021: $0Net Assets 2021: $10,216,3512021Assets 2022: $10,791,839Liabilities 2022: $12022Assets 2023: $9,870,359Liabilities 2023: $12023Assets 2024: $9,946,966Liabilities 2024: $1Net Assets 2024: $9,946,9652024

Highlighted filing

2024

Assets$9,946,966
Liabilities$1
Net Assets$9,946,965
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $212,6582011Revenue 2012: $1,083,914Expenses 2012: $570,103Net Income 2012: $513,8112012Revenue 2013: $535,987Expenses 2013: $603,308Net Income 2013: -$67,3212013Revenue 2014: $1,303,808Expenses 2014: $683,449Net Income 2014: $620,3592014Revenue 2015: $523,704Expenses 2015: $694,844Net Income 2015: -$171,1402015Revenue 2016: $313,410Expenses 2016: $767,069Net Income 2016: -$453,6592016Revenue 2017: $426,624Expenses 2017: $714,411Net Income 2017: -$287,7872017Revenue 2018: $597,457Expenses 2018: $715,143Net Income 2018: -$117,6862018Revenue 2019: $553,253Expenses 2019: $722,284Net Income 2019: -$169,0312019Revenue 2020: $510,056Expenses 2020: $767,205Net Income 2020: -$257,1492020Revenue 2021: $593,506Expenses 2021: $700,867Net Income 2021: -$107,3612021Revenue 2022: $1,387,722Expenses 2022: $812,235Net Income 2022: $575,4872022Revenue 2023: -$101,443Expenses 2023: $820,036Net Income 2023: -$921,4792023Revenue 2024: $745,124Expenses 2024: $668,518Net Income 2024: $76,6062024

Highlighted filing

2024

Revenue$745,124
Expenses$668,518
Net Income$76,606
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,946,966
Liabilities
$1
Net assets
$9,946,965
Revenue
$745,124
Expenses
$668,518
Net income
$76,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.75$0.67$0.08
2023Summary only. Only limited summary data is available for this year.$9.87$0.00$0.10$0.82$0.92
2022Summary only. Only limited summary data is available for this year.$10.8$0.00$1.39$0.81$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.59$0.70$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.51$0.77$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$0.55$0.72$0.17
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.60$0.72$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.43$0.71$0.29
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.31$0.77$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.52$0.69$0.17
2014Summary only. Only limited summary data is available for this year.$11.3$0.00$1.30$0.68$0.62
2013Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.54$0.60$0.07
2012Summary only. Only limited summary data is available for this year.$10.8$0.00$1.08$0.57$0.51
2011Detailed filing. Detailed filing data is available for this year.$10.5$0.22$10.3$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD L HELTONPresident-$0--
CHRISTY B HELTONSecretary-$0--
RODNEY HELTONVice President-$0--
MIKE MOYEDirector-$0--
ROBERT R DAVIESDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.N/ASAN FRANCISCO, CA, US$353,577
Paid Grant-GENERAL CHARITABLE PURPOSESN/ASAN FRANCISCO, CA, US$241,330
Paid Grant-GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.N/ASAN FRANCISCO, CA, US$17,491
Filing and Contact Details

Filer

Filer Name
The Helton Foundation
EIN
20-3694022
Phone
3039418657
Address
5550 TRIANGLE PARKWAY SUITE 200, PEACHTREE CORNERS, GA 30092

Signing Officer

Name
Christy B Helton
Title
Secretary
Signed
2025-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Mchugh CPA Group Inc
Address
5550 TRIANGLE PKWY STE 200, PEACHTREE CORNERS, GA 30092
Preparer
M Scott Mchugh CPA Pfs Cgma
Phone
7704490285
Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04575
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04575
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0419373
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0304618
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0641
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0492
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0725124
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0725124
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04575
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0420014
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0304618
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0612398
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0612398
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0419373
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0419373
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0419373
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt076606
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01551371
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0641
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0641
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0641
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0304618
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0677639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt046993
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04552
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0616973
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0668518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0724632
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0745124
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt033205
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1314
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt285458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3305557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-85083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt285458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1763563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2450360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01254 SHS TWEEDY BROWNE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc126670 SHS TWEEDY BROWNE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26834 SHS JENSEN QUALIFY GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0304618
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09870359
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0723559
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TODD L HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTY B HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RODNEY HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MIKE MOYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT R DAVIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21503 LEONA DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4920 VOLUNTEER LANDING STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KNOXVILLE
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0616973
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05550 TRIANGLE PARKWAY SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PEACHTREE CORNERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030092
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TODD HELTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum07704496225
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT OR CONTRIBUTION REQUESTS SHOULD BE IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE HELTON FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010416 LEONIDAS MEADOW WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KNOXVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd037922
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION DOES NOT SUPPORT PROGRAMS UNDERTAKEN AT GOVERNMENT INITIATIVE; OR AID TO INDIVIDUALS. FURTHER, PROJECTS WHOSE PURPOSE IS PRIMARILY TO INFORM IN A GENERAL WAY OR TO STUDY OR RESEARCH AN ISSUE FOR PURPOSES OF PUBLIC EDUCATION, AND WITH LITTLE OR NO EMPHASIS ON POLICY CHANGE OR IMPLEMENTATION ARE NOT WITHIN THE HELTON FOUNDATION'S FUNDING GUIDELINES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TODD L HELTON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CHRISTY B HELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0241330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117491
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2353577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01010 MONTGOMERY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11010 MONTGOMERY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21010 MONTGOMERY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0612398
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029005
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0587968
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0723559
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0616973
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0694554
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0587968
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TODD CHRISTY HELTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010416 LEONIDAS MEADOW WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KNOXVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037922
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0492
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046993
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046993
TaxesSchedule/TaxesDetail/Amt04552
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT YEAR TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY B HELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO MCHUGH CPA GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0HELT
ReturnHeader/Filer/EIN0203694022
ReturnHeader/Filer/PhoneNum03039418657
ReturnHeader/Filer/USAddress/AddressLine1Txt05550 TRIANGLE PARKWAY SUITE 200
ReturnHeader/Filer/USAddress/CityNm0PEACHTREE CORNERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463804477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHUGH CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05550 TRIANGLE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEACHTREE CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030092
ReturnHeader/PreparerPersonGrp/PhoneNum07704490285
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M SCOTT MCHUGH CPA PFS CGMA
ReturnHeader/ReturnTs02025-08-21T12:54:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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