Private Foundation

THE HELTON FOUNDATION CO MCHUGH CPA GROUP INC

THE HELTON FOUNDATION CO MCHUGH CPA GROUP INC is a private foundation categorized as Private Foundation based in PEACHTREE CORNERS, GA. Its most recent IRS filing (2025) reports revenue of $895K, expenses of $796K, total assets of $10.0M. Imperigo tracks 34 reported grants from this foundation totaling approximately $6.2M.

EIN: 203694022 PEACHTREE CORNERS, GA Single Organization Support NTEE: B11 Latest filing: 2025
Total Revenue$895K
Total Expenses$796K
Total Assets$10.0M
Grants Given34
Grant Total$6.2M
Filing Years2021–2025

Sample Grants Given

SCHWAB CHARITABLE FUND
SAN FRANCISCO, CA · 2025
GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.
$244,977
SCHWAB CHARITABLE FUND
SAN FRANCISCO, CA · 2025
GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.
$154,518
SCHWAB CHARITABLE FUND
SAN FRANCISCO, CA · 2025
GENERAL CHARITABLE PURPOSES.
$140,810
SCHWAB CHARITABLE FUND
SAN FRANCISCO, CA · 2025
GENERAL CHARITABLE PURPOSES
$126,923
SCHWAB CHARITABLE FUND
SAN FRANCISCO, CA · 2025
GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION
$60,634

Showing up to 5 of 34 total records — full history available with membership.

Officers & Directors

Secretary Christy B Helton
Director Mike Moye
Director Robert R Davies
Vice President Rodney Helton
President Todd L Helton

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$6,184,135 34 grants

Financial Trends

Year Revenue Expenses Assets
2025 $895K $796K $10.0M
2024 $745K $669K $9.9M
2023 $-101K $820K $9.9M
2022 $1.4M $812K $10.8M
2021 $594K $701K $10.2M

Between 2021 and 2025, reported annual revenue grew from $594K to $895K (+51%), with total assets most recently reported at $10.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, MA.

CAMA

Full geographic grant map with state-by-state breakdown available with membership.

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