Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 72-6020536

HELIS FOUNDATION

Tax-exempt · NEW ORLEANS, LA 70170

Financials

$1.4M$3.5M2023$4.8M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of HELIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,825,901$3,696,976$1,128,925$82,984,093$1,125,000$81,859,093
December 31, 2023990-PF$1,378,966$3,527,651-$2,148,685$82,370,168$1,640,000$80,730,168
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$2,206,466
Interest
$9,071
Net gain from sales of assets
$1,211,969
Other income
$1,398,395

Expenses

Grants and similar amounts paid
$2,394,486
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,203,844
Excise tax on investment income
$62,791

Balance sheet and other

Total assets, start of year
$82,370,168
Total assets, end of year
$82,984,093
Total liabilities, end of year
$1,125,000
Net assets, end of year
$81,859,093
Fair market value of assets
$88,289,329
Qualifying distributions
$3,203,844
Net investment income
$4,961,361

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID A KERSTEIN
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
PRESIDENT1$0
MICHAEL F SCHOTT
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
VICE PRESIDENT1$0
LINDA A REEG
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
SECRETARY1$0
JANE C FIEGLER
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
TREASURER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID A KERSTEIN
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
PRESIDENT1$0
MICHAEL F SCHOTT
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
VICE PRESIDENT1$0
LINDA A REEG
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
SECRETARY1$0
JANE C FIEGLER
201 St Charles Avenue Suite 2600, New Orleans, LA 70170
TREASURER1$0

Address and contacts

Address (IRS master file)
201 SAINT CHARLES AVE STE 2600, NEW ORLEANS, LA 70170-3100
In care of
% MICHAEL F SCHOTT
Signed the 990-PF
Michael Schott, Vice President
Phone
(504) 523-1831
Return prepared by
KPMG LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
72-6020536
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1955
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$82,984,093
Income (IRS master file)
$15,434,288

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,825,901$3,696,976$82,984,093IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,378,966$3,527,651$82,370,168XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-6020536).

Questions about HELIS FOUNDATION

What is the EIN of HELIS FOUNDATION?
The employer identification number (EIN) of HELIS FOUNDATION is 72-6020536.
Is HELIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
Are donations to HELIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HELIS FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELIS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of HELIS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does HELIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,825,901, expenses of $3,696,976 and total assets of $82,984,093 at year end.

Other nonprofits in NEW ORLEANS

All nonprofits in NEW ORLEANS · Louisiana