Private Foundation

LOUIS M HELMS JR AND ANITA B HELMS CHARITABLE FOUNDATION

LOUIS M HELMS JR AND ANITA B HELMS CHARITABLE FOUNDATION is a Private Foundation headquartered in CHARLOTTE, NC. Financial data from the 2025 filing: $165K revenue, $79K expenses, $3.9M total assets. IRS filings disclose 213 grants awarded by this foundation, totaling roughly $831K.

EIN: 261539092 CHARLOTTE, NC Latest filing: 2025

Total Revenue$165K

Total Expenses$79K

Total Assets$3.9M

Grants Given213

Grant Total$831K

Filing Years2021–2025

Sample Grants Given

CABARRUS MEALS ON WHEELS

CONCORD, NC · 2025

PROGRAM SUPPORT

$15,500

MT PLEASANT FOOD MINISTRY

MT PLEASANT, NC · 2025

PROGRAM SUPPORT

$15,500

SECOND HARVEST FOOD BANK

CHARLOTTE, NC · 2025

PROGRAM SUPPORT

$10,500

COOPERATIVE CHRISTIAN MINISTRY

CONCORD, NC · 2025

PROGRAM SUPPORT

$10,000

OTHERS

MT PLEASANT, NC · 2025

PROGRAM SUPPORT

$3,945

Showing up to 5 of 213 total records — full history available with membership.

Officers & Directors

PRESIDENT Anita B Helms

SECRETARY Randall E White

TREASURER Z Vance Smith Iii

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROGRAM SUPPORT

$770,854 147 grants

CHARITABLE

$60,020 65 grants

PPROGRAM SUPPORT

$500 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$165K	$79K	$3.9M
2024	$99K	$89K	$3.8M
2023	$257K	$116K	$3.8M
2022	$337K	$110K	$3.6M
2021	$577K	$103K	$3.4M

Between 2021 and 2025, reported annual revenue declined from $577K to $165K (-71%), with total assets most recently reported at $3.9M.

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

Grant Geography

Grants from this foundation were reported to recipients in AR, DC, FL, IL, MN, NC, and 4 other states.

ARDCFLILMNNCNENYOKSD

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

See the full picture for LOUIS M HELMS JR AND ANITA B HELMS CHARITABLE FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports