Civic Intelligence

The Helena Foundation Inc

EIN 52-1522573 • Annapolis, MD

1209 River Crescent DrAnnapolis, MD 21401
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-5429%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-9.4%

Faster asset growth than 14% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$0

Down $2,508,393 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $2,508,393 (-100%) from 2022

Operations
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$3,301

Down $47,242 (-93%) from 2022

Expenses

Up

$4,039,347

Up $1,245,025 (+45%) from 2022

Net Income

Down

-$4,036,046

Down $1,292,267 (-47%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,169,452Liabilities 2010: $0Net Assets 2010: $3,169,4522010Assets 2011: $3,045,917Liabilities 2011: $0Net Assets 2011: $3,045,9172011Assets 2012: $3,007,966Liabilities 2012: $0Net Assets 2012: $3,007,9662012Assets 2013: $2,878,792Liabilities 2013: $0Net Assets 2013: $2,878,7922013Assets 2014: $2,913,580Liabilities 2014: $0Net Assets 2014: $2,913,5802014Assets 2015: $2,757,528Liabilities 2015: $0Net Assets 2015: $2,757,5282015Assets 2016: $2,879,529Liabilities 2016: $44,515Net Assets 2016: $2,835,0142016Assets 2017: $2,822,627Liabilities 2017: $0Net Assets 2017: $2,822,6272017Assets 2018: $2,967,431Liabilities 2018: $0Net Assets 2018: $2,967,4312018Assets 2019: $2,775,050Liabilities 2019: $0Net Assets 2019: $2,775,0502019Assets 2020: $2,690,365Liabilities 2020: $0Net Assets 2020: $2,690,3652020Assets 2021: $2,767,487Liabilities 2021: $0Net Assets 2021: $2,767,4872021Assets 2022: $2,508,393Liabilities 2022: $0Net Assets 2022: $2,508,3932022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$5.0M$0-$5.0MExpenses 2010: $1,323,5572010Expenses 2011: $1,429,5432011Expenses 2012: $1,476,0652012Revenue 2013: $44,025Expenses 2013: $1,592,704Net Income 2013: -$1,548,6792013Revenue 2014: $240,434Expenses 2014: $1,807,864Net Income 2014: -$1,567,4302014Revenue 2015: $136,075Expenses 2015: $2,039,777Net Income 2015: -$1,903,7022015Revenue 2016: $393,173Expenses 2016: $2,090,343Net Income 2016: -$1,697,1702016Revenue 2017: $300,991Expenses 2017: $2,072,546Net Income 2017: -$1,771,5552017Revenue 2018: $440,148Expenses 2018: $2,469,944Net Income 2018: -$2,029,7962018Revenue 2019: $166,807Expenses 2019: $2,583,089Net Income 2019: -$2,416,2822019Revenue 2020: $296,361Expenses 2020: $2,627,678Net Income 2020: -$2,331,3172020Revenue 2021: $354,772Expenses 2021: $2,612,327Net Income 2021: -$2,257,5552021Revenue 2022: $50,543Expenses 2022: $2,794,322Net Income 2022: -$2,743,7792022Revenue 2023: $3,301Expenses 2023: $4,039,347Net Income 2023: -$4,036,0462023

Highlighted filing

2023

Revenue$3,301
Expenses$4,039,347
Net Income-$4,036,046
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,301
Expenses
$4,039,347
Net income
-$4,036,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$4.04$4.04
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.05$2.79$2.74
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.35$2.61$2.26
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.30$2.63$2.33
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.17$2.58$2.42
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.44$2.47$2.03
2017Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.30$2.07$1.77
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.04$2.84$0.39$2.09$1.70
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.14$2.04$1.90
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.24$1.81$1.57
2013Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.04$1.59$1.55
2012Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.48
2011Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.43
2010Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 20, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A EARLPres,Tres,Director-$0--
SYLVIA EARLVP,Sec,Director-$0--
Filing and Contact Details

Filer

Filer Name
The Helena Foundation Inc
EIN
52-1522573
Phone
4103565900
Address
1209 RIVER CRESCENT DR, ANNAPOLIS, MD 21401

Signing Officer

Name
James a Earl
Title
President
Phone
4103565900
Signed
2024-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Joseph a Liberman CPA
Phone
4103565900
Raw XML Appendix327 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/Amt05600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05600
AppliedToPriorYearElection/ElectionDesc0SECTION 4945(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSTHE HELENA FOUNDATION, INC.52-15225731209 RIVER CRESCENT DRIVEANNAPOLIS, MD 21401DECEMBER 31, 2023PURSUANT TO IRC. SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATLEY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTIVE INCOME FROM THE TAX YEAR ENDING 2021 IN THE AMOUNT OF $101,317.
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0THE BLUE WATERS FOUNDATION INC
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1THE DOVANA FOUNDATION INC
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2THE MHE FOUNDATION INC
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt021464495
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt121464495
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt221464495
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0$21,464,495 IN CASH AND SECURITIES
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1$21,464,495 IN CASH AND SECURITIES
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2$21,464,495 IN CASH AND SECURITIES
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0502 TULIP ROAD
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt16080 CAVALLERI ROAD
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DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd221037
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3ATTACHMENT TO FORM 990-PF, PART VI-B, LINE 5D
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3STATEMENT REGARDING LIQUIDATING DISTRIBUTIONS TO PRIVATE FOUNDATIONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: MARCH 21, 20232. DESCRIPTION OF PROPERTY: 7,935 SHARES OF BERKSHIRE HATHAWAY CLASS B3. BOOK VALUE OF PROPERTY: $47,8084. METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE ON APRIL 15, 1992 - THE DATE THE PROPERTY WAS DONATED TO THE FOUNDATION.5. FAIR MARKET VALUE: $2,388,9116. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: MARCH 21, 20232. DESCRIPTION OF PROPERTY: 13,200 SHARES OF BERKSHIRE HATHAWAY CLASS A3. BOOK VALUE OF PROPERTY: $1,192,9504. METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE ON APRIL 15, 1992 - THE DATE THE PROPERTY WAS DONATED TO THE FOUNDATION.5. FAIR MARKET VALUE: $60,181,1026. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: MARCH 21, 20232. DESCRIPTION OF PROPERTY: 12,936.84 SHARES OF SEQUOIA FUND3. BOOK VALUE OF PROPERTY: $1,030,7964. METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE ON APRIL 15, 1992 - THE DATE THE PROPERTY WAS DONATED TO THE FOUNDATION.5. FAIR MARKET VALUE: $1,641,2976. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3DURING THE 2023 TAX YEAR, THE FOUNDATION DISPOSED OF ALL ITS ASSETS BY DISTRIBUTING THESE ASSETS EQUALLY AMONG THREE PRIVATE FOUNDATIONS. THE FOUNDATION TREATED A PORTION OF THE ASSETS DISTRIBUTED TO THE PRIVATE FOUNDATIONS AS A GRANT AND A QUALIFYING DISTRIBUTION WITHIN THE MEANING OF SECTIONS 4942 AND 4945 OF THE CODE. THE FOUNDATION IS NOT REQUIRED TO EXERCISE EXPENDITURE RESPONSIBILITY WITH RESPECT TO THE PORTION OF THE DISTRIBUTION TREATED AS A GRANT AND A QUALIFYING DISTRIBUTION. TREASURY REGULATION SECTION 1.507-3(A)(7) PROVIDES THAT WHEN A TRANSFEROR FOUNDATION HAS DISPOSED OF ALL ITS ASSETS, DURING ANY PERIOD IN WHICH THE TRANSFEROR FOUNDATION HAS NO ASSETS, THE EXPENDITURE RESPONSIBILITY REPORTING REQUIREMENTS OF SECTIONS 4945(D)(4) AND (H) SHALL NOT APPLY TO EXPENDITURE RESPONSIBILITY GRANTS MADE BY THE TRANSFEROR.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A EARL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SYLVIA EARL
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03990420
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03990420
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0EXCISE TAX REFUND
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOSEPH LIBERMAN CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010045 RED RUN BLVD STE 250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OWINGS MILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0211175590
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103565900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01330140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11330140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21330140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE BLUE WATERS FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE DOVANA FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE MHE FOUNDATIONINC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0502 TULIP ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16080 CAVALLERI ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt239 POPLAR POINT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EDGEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03990420
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0595045
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0101317
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03294058
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0595045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03990420
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0101317
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03294058
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt043312
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt043312
LiquidationExplanationStmt/ExplanationTxt0DURING THE 2023 TAX YEAR, THE FOUNDATION DISTRIBUTED ALL ITS ASSETS IN COMPLETE LIQUIDATION OF THE FOUNDATION. THE FAIR MARKET VALUE OF THE FOUNDATION'S ASSETS WAS DISTRIBUTED EQUALLY AMONG THREE PRIVATE FOUNDATIONS: THE BLUE WATERS FOUNDATION, INC. (EIN: 16-1643931); THE DOVANA FOUNDATION, INC. (EIN: 16-1643936); AND THE MHE FOUNDATION, INC. (EIN: 16-1643939) (EACH A "TRANSFEREE FOUNDATION, AND COLLECTIVELY, THE "TRANSFEREE FOUNDATIONS"). THE FOUNDATION TREATED THE PORTION OF THE ASSETS THE FOUNDATION DISTRIBUTED TO THE TRANSFEREE FOUNDATIONS THAT IS EQUAL TO THE FOUNDATION'S UNDISTRIBUTED INCOME FOR 2021, 2022 AND 2023 AS A QUALIFYING DISTRIBUTION WITHIN THE MEANING OF SECTION 4942(G)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"). THE FOUNDATION ENTERED INTO A GRANT AGREEMENT WITH THE TRANSFEREE FOUNDATIONS WHEREBY EACH TRANSFEREE FOUNDATION AGREED TO REDISTRIBUTE AS QUALIFYING DISTRIBUTIONS WITHIN THE MEANING OF SECTIONS 4942(G)(1) AND 4942(G)(3)(A) OF THE CODE, AN AMOUNT EQUAL TO ONE-THIRD OF THE FOUNDATION'S UNDISTRIBUTED INCOME FOR2021, 2022 AND 2023 (THE "QUALIFYING DISTRIBUTION PORTION"). EACH OF THE TRANSFEREE FOUNDATIONS AGREED TO REDISTRIBUTE ITS RESPECTIVE QUALIFYING DISTRIBUTION PORTION ON OR BEFORE DECEMBER 31, 2024, AND TO TREAT ITS RESPECTIVE QUALIFYING DISTRIBUTION PORTION AS A DISTRIBUTION OUT OF CORPUS UNDER SECTION 4942(H)(1)(C) OF THE CODE. TREASURY REGULATION SECTION 1.507-3(A)(5) PROVIDES THAT THE RECORDKEEPING REQUIREMENTS OF SECTION 4942(G)(3)(B) OF THE CODE DO NOT APPLY DURING A PERIOD IN WHICH THE PRIVATE FOUNDATION HAS NO ASSETS.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt060403065
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER OF ASSETS PURSUANT TO LIQUIDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02809
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02809
OtherIncreasesSchedule/OtherIncreasesDetail/Amt061930718
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FAIR MARKET VALUE OF SECURITIES DONATED IN EXCESS OF BOOK VALUE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A EARL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04103565900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELENA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0521522573
ReturnHeader/Filer/PhoneNum04103565900
ReturnHeader/Filer/USAddress/AddressLine1Txt01209 RIVER CRESCENT DR
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103565900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A LIBERMAN CPA
ReturnHeader/ReturnTs02024-07-08T13:54:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EARL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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