Private Foundation

THE WILLIAM D AND AGNES H HELMUTH PRIVATE FOUNDATION

THE WILLIAM D AND AGNES H HELMUTH PRIVATE FOUNDATION is a Private Foundation headquartered in WINTER HAVEN, FL. Financial data from the 2025 filing: $54K revenue, $83K expenses, $708K total assets. IRS filings disclose 128 grants awarded by this foundation, totaling roughly $516K.

EIN: 271169789 WINTER HAVEN, FL Latest filing: 2025

Total Revenue$54K

Total Expenses$83K

Total Assets$708K

Grants Given128

Grant Total$516K

Filing Years2021–2025

Sample Grants Given

MCLEOD MEMORIAL PRESBYTERIAN CHURCH

BARTOW, FL · 2025

FOR THE CHURCH & OUTREACH PROGRAMS

$15,000

VOLUNTEERS IN SVC TO THE ELDERLY

LAKELAND, FL · 2025

TO ASSIST WITH PROGRAMS FOR ELDERLY

$5,000

AMERICAN RED CROSS

WINTER HAVEN, FL · 2025

ASSISTANCE FOR DISASTER RECOVERY

$5,000

AMERICAN PARKINSON DISEASE ASSOC

STATEN ISLAND, NY · 2025

ASSIST WITH THEIR RESEARCH PROGRAMS

$4,500

H LEE MOFFITT CANCER CTR FDN

TAMPA, FL · 2025

TO ASSIST WITH CANCER RESEARCH

$4,000

Showing up to 5 of 128 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Larry Mooneyham

CO-TRUSTEE Steven R Wright

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR THE CHURCH & OUTREACH PROGRAMS

$118,000 8 grants

TO ASSIST WITH COMMUNITY PROGRAMS

$50,500 18 grants

FOR SHELTER PROGRAMS FOR THE ANIMALS

$39,000 18 grants

ASSISTANCE FOR HURRICANE RECOVERY

$38,500 7 grants

TO ASSIST WITH CANCER RESEARCH

$36,000 9 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$54K	$83K	$708K
2024	$20K	$75K	$737K
2023	$65K	$80K	$791K
2022	$44K	$86K	$808K
2021	$50K	$83K	$850K

Between 2021 and 2025, reported annual revenue grew from $50K to $54K (+8%), with total assets most recently reported at $708K.

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

Grant Geography

Grants from this foundation were reported to recipients in FL, GA, NY, TX.

FLGANYTX

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

See the full picture for THE WILLIAM D AND AGNES H HELMUTH PRIVATE FOUNDATION

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