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 (2024) reports revenue of $745K, expenses of $669K, total assets of $9.9M. Imperigo tracks 28 reported grants from this foundation totaling approximately $5.5M.

EIN: 203694022 PEACHTREE CORNERS, GA Latest filing: 2024

Total Revenue$745K

Total Expenses$669K

Total Assets$9.9M

Grants Given28

Grant Total$5.5M

Filing Years2020–2024

Sample Grants Given

SCHWAB CHARITABLE FUND

SAN FRANCISCO, CA · 2024

GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.

$353,577

SCHWAB CHARITABLE FUND

SAN FRANCISCO, CA · 2024

GENERAL CHARITABLE PURPOSES

$241,330

SCHWAB CHARITABLE FUND

SAN FRANCISCO, CA · 2024

GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.

$17,491

SCHWAB CHARITABLE FUND

SAN FRANCISCO, CA · 2023

GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.

$280,589

SCHWAB CHARITABLE FUND

SAN FRANCISCO, CA · 2023

GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION

$206,814

Showing up to 5 of 28 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 CHARITABLE PURPOSES.

$1,959,318 7 grants

GENERAL CHARITABLE PURPOSES

$1,638,958 8 grants

GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION.

$1,087,885 6 grants

GENERAL CHARITABLE PURPOSES TO FURTHER THE MISSION OF THE FOUNDATION

$422,567 4 grants

GNERAL CHARITABLE PURPOSES

$206,623 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$745K	$669K	$9.9M
2023	$-101K	$820K	$9.9M
2022	$1.4M	$812K	$10.8M
2021	$594K	$701K	$10.2M
2020	$510K	$767K	$10.3M

Between 2020 and 2024, reported annual revenue grew from $510K to $745K (+46%), with total assets most recently reported at $9.9M.

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.

See the full picture for THE HELTON FOUNDATION CO MCHUGH CPA GROUP INC

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