Civic Intelligence

The Helm Foundation Inc

990PF • Fiscal year 2019 • EIN 26-0001014

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

Organization Profile
c/o MARCUM LLP-10 MELVILLE PARK RdMelville, NY 11747

(631) 414-4000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-65%

Higher net margin than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$1,613,357

No earlier filing loaded for comparison.

Net Assets

$1,613,357

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

$151,980

No earlier filing loaded for comparison.

Expenses

$250,905

No earlier filing loaded for comparison.

Net Income

-$98,925

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,613,357Liabilities 2019: $0Net Assets 2019: $1,613,3572019Assets 2020: $1,854,517Liabilities 2020: $0Net Assets 2020: $1,854,5172020Assets 2021: $1,685,886Liabilities 2021: $0Net Assets 2021: $1,685,8862021Assets 2022: $1,307,447Liabilities 2022: $0Net Assets 2022: $1,307,4472022Assets 2023: $1,276,264Liabilities 2023: $0Net Assets 2023: $1,276,2642023Assets 2024: $1,245,203Liabilities 2024: $0Net Assets 2024: $1,245,2032024

Highlighted filing

2019

Assets$1,613,357
Liabilities$0
Net Assets$1,613,357
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KRevenue 2019: $151,980Expenses 2019: $250,905Net Income 2019: -$98,9252019Revenue 2020: $488,262Expenses 2020: $247,102Net Income 2020: $241,1602020Revenue 2021: $99,324Expenses 2021: $267,955Net Income 2021: -$168,6312021Revenue 2022: $105,016Expenses 2022: $483,455Net Income 2022: -$378,4392022Revenue 2023: $14,911Expenses 2023: $46,094Net Income 2023: -$31,1832023Revenue 2024: $14,454Expenses 2024: $45,515Net Income 2024: -$31,0612024

Highlighted filing

2019

Revenue$151,980
Expenses$250,905
Net Income-$98,925
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lesley Malin HelmPresident-$0--
Scott HelmVP, Secretary And Treasurer-$0--
Gladys M HelmDirector-$0--
JoAnne C MalinDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Helm Foundation Inc
EIN
26-0001014
In Care Of
% SCOTT HELM
Phone
6314144000
Address
c/o MARCUM LLP-10 MELVILLE PARK Rd, MELVILLE, NY 11747

Signing Officer

Name
Scott Helm
Title
Director
Phone
6314144000
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
10 MELVILLE PARK RD, MELVILLE, NY 11747
Preparer
Ronald Finkelstein
Phone
6314144000
Raw XML Appendix364 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
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02014-02-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01250000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt045455
DepreciationSchedule/DepreciationPropertyGrp/LifeRt027
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0253000
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BUILDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0167067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2110785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt338100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt474623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0565155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt157130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2167700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt351984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt614810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4GENERAL ELECTRIC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EVERGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CIGNA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXPRESS SCRIPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FAIRPOINT COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9WABTEC CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024848
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014649
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01697
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REFUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt036595
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077789
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077789
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014649
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0205000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0205000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt045455
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025848
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025848
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-98925
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014649
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01697
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01697
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014649
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt078789
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt036595
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0109786
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0205450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0250905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0151980
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EXPRESS SCRIPTS AND CIGNA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WABTEC CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014649
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-98925
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01613357
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01712282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01613357
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050142
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050142
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050142
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051718
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01576
IRS990PF/DistributableAmountGrp/TotalTaxAmt01576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01800
IRS990PF/FMVAssetsEOYAmt02085812
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01712282
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01613357
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt020588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020588
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0439968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0437034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0909489
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0298455
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01280640
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01027640
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0982185
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0982185
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0224086
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0173550
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0173550
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01712282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01613357
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02085812
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01712282
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01613357
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01712282
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01613357
IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01050107
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0216900
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0833207
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015752
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051718
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01034355
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01050107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lesley Malin Helm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Scott Helm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Gladys M Helm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JoAnne C Malin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, Secretary and Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o MARCUM LLP-10 MELVILLE PARK Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o MARCUM LLP-10 MELVILLE PARK Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2c/o MARCUM LLP-10 MELVILLE PARK Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3c/o MARCUM LLP-10 MELVILLE PARK Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MELVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MELVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MELVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MELVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd211747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd311747
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0293877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0294665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0205599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0504876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt086467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01498765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.284116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.021135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.208359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.559471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.102377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.529237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01034355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01007134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0986754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0902416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0844598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02831935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0205450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.420579
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0205450
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0205450
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0205450
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O MARCUMLLP- 10 MELVILLE PARK ROA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SCOTT HELM
IRS990PF/StatementsRegardingActyGrp/PhoneNum06314144000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0n/a
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0scott helm
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06314144000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/OMARCUM LLP-10 MELVILLE PARK ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MELVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011747
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0n/a
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0n/a
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SCOTT HELM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Chesapeake Shakespeare Company
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE LARK THEATRE COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07 SOUTH CALVERT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1311 WEST 43RD STREET SUITE 406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110036
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0205000
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/AppliedToCurrentYearAmt050142
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0156261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0459755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt044841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01358168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01358168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0816165
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0155308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0156261
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0459755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt044841
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0155308
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02174333
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02019025
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND- RE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt036595
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0109786
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT HELM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELM
ReturnHeader/Filer/EIN0260001014
ReturnHeader/Filer/InCareOfNm0% SCOTT HELM
ReturnHeader/Filer/PhoneNum06314144000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o MARCUM LLP-10 MELVILLE PARK Rd
ReturnHeader/Filer/USAddress/CityNm0MELVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011747
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00C38342DB16B38D913E42CDCB0F3C4681FBBC50F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD190A912A364DA14B50EEF01AE8D3366EE1126C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId012486720201975000046
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 MELVILLE PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD FINKELSTEIN
ReturnHeader/ReturnTs02020-07-15T21:01:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,613,357
Liabilities
$0
Net assets
$1,613,357
Revenue
$151,980
Expenses
$250,905
Net income
-$98,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.01$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.01$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.48$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.10$0.27$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.49$0.25$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.15$0.25$0.10