2025-11-16T18:04:47-06:00 2024-12-31 KPMG LLP 301 Main Street Suite 2150 Baton Rouge LA 70801 990 2024-01-01 320145886 Diana Helis Henry Medical Research Foundation % MICHAEL F SCHOTT DIAN 5045231831 201 St Charles Avenue Suite 2600 New Orleans LA 70170 Michael Schott VICE PRES/TRUSTEE 5045231831 2025-11-03 true RYAN B HOOKS P00746825 2253444000 2025-11-06 2024 2025-03-06 01:10:19Z David A Kerstein President 201 St Charles Ave Ste 2600 New Orleans LA 70170 2262222 false X N/A X 2005 LA Continuous active conduct of medical research - Cancer and Parkinson's disease in conjunction with Baylor College of Medicine and Johns Hopkins Medicine 4 4 6 4 -2854319 0 0 0 0 3655857 1734447 869768 527775 4525625 2262222 0 0 0 0 689850 975097 0 0 0 910345 1273680 1600195 2248777 2925430 13445 50392916 50432284 39501 40456 50353415 50391828 X THE PRINCIPAL PURPOSE OF THE ORGANIZATION IS TO DIRECTLY ENGAGE IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL RESEARCH IN CONJUNCTION WITH HOSPITALS - BAYLOR COLLEGE OF MEDICINE, HOUSTON, TEXAS, AND JOHNS HOPKINS MEDICINE, BALTIMORE, MARYLAND. RESEARCH SUBJECTS INCLUDE THE AREAS OF CANCER AND PARKINSON'S DISEASE. false false 312500 Baylor College of Medicine Title of the Project: Chemoresistance Pediatric Cancer Principal Investigator: Dr. Sanjeev Vasudevan 267202 Baylor College of Medicine Title of the Project: Epigenetic Risk Heptocellular Principal Investigator: Dr. Cheryl Walker 250536 Baylor College of Medicine Title of the Project: NK-Like CD8 T Cell Dynamics Principal Investigator: Dr. Hyun-Sung Lee 1013550 1843788 true false false false false false false false false false true true false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true true 15 0 true 6 true true true false false false false false false false false false false false X 4 4 true false false false true true false true false false true true true true false false false false true true LA X MICHAEL F SCHOTT 5045231831 201 ST CHARLES AVE STE 2600 NEW ORLEANS LA 70170 X David A Kerstein Trustee/President 2.0 3.0 X X 0 0 0 Michael F Schott Trustee/Vice President 2.0 3.0 X X 0 0 0 Linda A Reeg Trustee/Secretary 2.0 3.0 X X 0 0 0 Jane C Fiegler Trustee/Treasurer 2.0 3.0 X X 0 0 0 0 0 0 0 false false false 0 0 0 1866505 -2854319 4720824 0 524965 524965 2674 2674 0 2674 2674 -132058 -132058 -132058 -132058 0 0 0 0 0 0 0 0 0 OTHER 999999 136 136 136 2262222 -2854319 5116541 0 0 0 0 0 0 756091 756091 12456 12456 193523 193523 13027 13027 0 15429 15429 23578 14789 8789 0 0 0 107000 92500 14500 0 0 7461 7461 0 63614 44659 18955 8964 8964 0 4279 4279 11992 11992 0 247452 70226 177226 937 937 MEDICAL SUPPLIES 586697 586697 FOREIGN TAXES 1941 1941 OTHER EXPENSES 168586 168586 STUDENT SCHOLAR 22750 22750 3000 3000 2248777 1843788 404989 0 X 30058 140458 0 0 0 0 0 0 0 0 0 0 0 0 0 0 473141 -39756 2463338 1551284 87380 912054 0 0 49793377 49419528 0 0 0 0 8960 0 50392916 50432284 39501 40456 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 39501 40456 X 0 0 0 0 50353415 50391828 50353415 50391828 50392916 50432284 X 13445 24968 X false true X false false X Baylor College of Medicine Houston TX John's Hopkins Medicine Baltimore MD 2463338 1551284 912054 912054 49419528 C 49419528 0 0 X 4414110 2151888 2151888 2262222 2262222 1902924 12100 12100 1890824 357953 357953 2248777 ASC 740 (FIN 48) Footnote The Foundation does not believe that there are any unrecognized tax benefits/liabilities that should be recorded. Part XI, Line 4b Equity in Earnings Adjustment $ (2,151,888) Part XII, line 2d Audit Depletion $ (-0-) Equity in Earnings Adjustment $ (12,100) Total Part XII, line 2d $ (12,100) Part XII, line 4b Tax Depletion $ 177,226 Equity in Earnings Adjustment $ 180,727 Total Part XII, line 4b $ 357,953 Form 990, Page 6, Part VI, Section B, Line 11B Organization's Process to Review Form 990: The organization's trustees and officers review the Form 990 in conjunction with the Tax Preparers prior to filing the return. Form 990, Page 6, Part VI, Section C, Line 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. INTERESTED PARTIES SHOULD DIRECT THE REQUEST TO: MR. MICHAEL F. SCHOTT 201 ST. CHARLES AVENUE, SUITE 2600 NEW ORLEANS, LA 70170 Form 990, Page 6, Part VI, Section B Policies, Line 15A and 15B Compensation of Officers and Key Employees: The organization does not compensate any officers or key employees. Thus its process for determining compensation does not include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Director of Research and Advisory Board members are independent consultants each paid less than $100,000 per year. The employees are paid based on the scale of the hospital where they conduct research. Form 990, Page 6, Part VI, Section A, Line 8A Governing Body Committees: The foundation does not have any committees at this time. Form 990, Page 6, Part VI, Section A, Line 2 Relationships Between Officers: David A. Kerstein, Michael F. Schott, Jane C. Fiegler, and Linda A. Reeg - business relationship. Form 990, Page 6, Part VI, Section A, Line 6 Members of Organization: The Foundation has three members. Form 990, Page 6, Part VI, Section A, Line 7A Election of Governing Body: The members of the Foundation may elect the members of the governing body. Form 990, Schedule A, Part I, Line 4 Public Charity Status and Public Support: The organization operates ongoing research projects with hospitals described in Section 170(b)(1)(A)(iii). The hospitals are Baylor College of Medicine in Houston, TX, in the area of Cancer,and Parkinsons research projects with Johns Hopkins Medicine, Baltimore, Maryland. Form 990, Page 6, Part VI, Section B, Line 12C Enforcement of Conflicts Policy: The organization's trustees are required to disclose annually any possible interests that could arise due to a conflict of interest. No conflict of interest has arisen to date. The trustees maintain discussion with outside legal counsel to determine any additional needs of enforcement. If a potential conflict arises during the year, the situation is reviewed by the governing board or committee. With any conflict, the conflicted trustee is excused from the related board vote. SECTION 1.263(a)-1(f) DE MINIMIS SAFE HARBOR ELECTION THE TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION DESCRIBED IN REG. 1.263(A)-1(F) WITH RESPECT TO AMOUNTS PAID IN THE TAXABLE YEAR FOR TANGIBLE PROPERTY DESCRIBED IN REG. 1.263(A)-1(F)(1) AND FOR WHICH THE REQUIREMENTS OF REG. 1.263(A)-1(F)(1)(i) ARE MET. DIANA HELIS HENRY MEDICAL RESEARCH FOUNDATION 201 ST. CHARLES AVENUE, SUITE 2600 NEW ORLEANS, LA 70170 EIN: 32-0145886 SECTION 1.263(a)-3(n) - ELECTION TO CAPITALIZE REPAIR & MAINTENANCE COSTS UNDER IRC REGULATION SECTION 1.263(A)-3(N), THE TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS. DIANA HELIS HENRY MEDICAL RESEARCH FOUNDATION 201 ST. CHARLES AVENUE, SUITE 2600 NEW ORLEANS, LA 70170 EIN: 32-0145886 Form 990, Page 2, Part III, Line 4d In addition to the three projects listed in Part III Page 2, the Diana Helis Henry Medical Research Foundation (DHHMRF) engages in medical research projects at Baylor College of Medicine (BCM) in Houston, TX which had ongoing programs during 2024 year as well as three additional programs added in the area of cancer as well as one additional program added to the ongoing Parkinsons projects at Johns Hopkins Medicine, Baltimore, MD. Our researchers are publishing project findings in various peer reviewed journals. Form 990 M-1 ROYALTY INTEREST % Depletion Royalty Percentage Depletion 2024 $24,968 The Helis Foundation 201 St Charles Ave Ste 2600 New Orleans LA 70170 726020536 Charitable LA 509(a) PF NA false Adrienne Helis Malvin Medical Research 201 St Charles Avenue Ste 2600 New Orleans LA 70170 263505355 Medical LA 501(c)(3) 4 NA false Foundation Research N/A false false false false false false false false false false false false false false false false false false Estate of William G Helis 201 ST CHARLES AVE STE 2600 NEW ORLEANS LA 70170 720514456 OIL & GAS LA Sec 512-514 false 2352559 121932542 false -2842430 false 0.20833