William D and Agnes H Helmuth Private Foundation
Only null% goes to programs Strong reserves Declining revenue
William D and Agnes H Helmuth Private Foundation is a 501(c)(3) organization based in Winter Haven, Florida, registered in 2010, with $20,263 in FY2024 revenue. CharityIndex grades it F.
154 Avenue H Se, Winter Haven, FL, 33880 EIN 27-1169789 Since 2010
Revenue (FY2024)
$20K
▼ 68.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$75K
Net assets
$737K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for William D and Agnes H Helmuth Private Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating118 mo reserves · -269% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For William D and Agnes H Helmuth Private Foundation: 118 mo reserves · -269% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for William D and Agnes H Helmuth Private Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For William D and Agnes H Helmuth Private Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 154 Avenue H Se, Winter Haven, FL, 33880
- City
- Winter Haven
- State
- Florida
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $228K (FY2014) to $20K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $737K
Operating margin
-269.0%
Spent more than it raised in the latest fiscal year.
Total assets
$737K
Total liabilities
$0
Net assets
$737K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $20,263▼68.6% | $74,778▼6.0% | $736,870▼6.9% | $736,870▼6.9% | 990PF |
| 2023 | $64,586▲45.5% | $79,543▼8.0% | $791,385▼2.1% | $791,385▼2.1% | 990PF |
| 2022 | $44,402▼11.1% | $86,435▲4.5% | $808,099▼4.9% | $808,099▼5.0% | 990PF |
| 2021 | $49,944▲52.1% | $82,683▲10.6% | $850,132▼3.7% | $850,260▼3.7% | 990PF |
| 2020 | $32,833▼33.4% | $74,780▼9.3% | $882,871▼4.5% | $882,972▼4.5% | 990PF |
| 2019 | $49,264▲23.6% | $82,445▲3.8% | $924,818▼3.5% | $924,879▼3.5% | 990PF |
| 2018 | $39,843▼11.3% | $79,429▲3.9% | $957,999▼4.0% | $958,020▼4.0% | 990PF |
| 2017 | $44,911▼49.0% | $76,463▼14.3% | $997,585▼3.1% | $997,585▼3.1% | 990PF |
| 2016 | $88,105▲127% | $89,173▲0.7% | $1,029,137▼0.1% | $1,029,137▼0.1% | 990PF |
| 2015 | $38,748▼83.0% | $88,562▲32.5% | $1,030,205▼4.6% | $1,030,205▼4.6% | 990PF |
| 2014 | $228,069 | $66,852 | $1,080,019 | $1,080,019 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is William D and Agnes H Helmuth Private Foundation a legitimate nonprofit?
- Yes. William D and Agnes H Helmuth Private Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 27-1169789, based in Winter Haven, Florida. Donations are tax-deductible.
- What is William D and Agnes H Helmuth Private Foundation's EIN?
- William D and Agnes H Helmuth Private Foundation's Employer Identification Number (EIN) is 27-1169789.
- How much revenue does William D and Agnes H Helmuth Private Foundation report?
- William D and Agnes H Helmuth Private Foundation reported $20,263 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does William D and Agnes H Helmuth Private Foundation have?
- CharityIndex grades William D and Agnes H Helmuth Private Foundation F, based on financial health (reserves and operating margin).
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Data for William D and Agnes H Helmuth Private Foundation (EIN 27-1169789) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.