Nonprofit · EIN 86-3778397
HELEN A CARLOS FOUNDATION INC
Tax-exempt · ATLANTA, GA 30309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $162,704 | $163,324 | -$620 | $2,484,038 | $0 | $2,484,038 |
| December 31, 2024 | 990-PF | $390,449 | $491,257 | -$100,808 | $2,484,658 | $0 | $2,484,658 |
| December 31, 2023 | 990-PF | $308,171 | $415,140 | -$106,969 | $2,585,466 | $0 | $2,585,466 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $43,116
- Dividends
- $75,058
- Net gain from sales of assets
- $44,530
Expenses
- Grants and similar amounts paid
- $153,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $153,250
- Excise tax on investment income
- $1,545
Balance sheet and other
- Total assets, start of year
- $2,484,658
- Total assets, end of year
- $2,484,038
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,484,038
- Fair market value of assets
- $3,081,972
- Qualifying distributions
- $153,250
- Net investment income
- $119,588
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELEN A CARLOS 74 14TH STREET 4440, ATLANTA, GA 30309 | PRESIDENT | 0 | $0 |
| HELEN A CARLOS 75 14TH STREET 4440, ATLANTA, GA 30309 | TREASURER | 0 | $0 |
| RONALD L HILLIARD 75 14TH STREET 4440, ATLANTA, GA 30309 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELEN A CARLOS 74 14TH STREET 4440, ATLANTA, GA 30309 | PRESIDENT | 0 | $0 |
| HELEN A CARLOS 75 14TH STREET 4440, ATLANTA, GA 30309 | TREASURER | 0 | $0 |
| RONALD L HILLIARD 75 14TH STREET 4440, ATLANTA, GA 30309 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELEN A CARLOS 74 14TH STREET 4440, ATLANTA, GA 30309 | PRESIDENT | 0 | $0 |
| HELEN A CARLOS 75 14TH STREET 4440, ATLANTA, GA 30309 | TREASURER | 0 | $0 |
| RONALD L HILLIARD 75 14TH STREET 4440, ATLANTA, GA 30309 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 75 14TH ST NE UNIT 4440, ATLANTA, GA 30309-7619
- Signed the 990-PF
- HELEN A CARLOS, PRESIDENT
- Phone
- (404) 892-9651
- Return prepared by
- APRIO ADVISORY GROUP LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-3778397
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,484,038
- Income (IRS master file)
- $964,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $162,704 | $163,324 | $2,484,038 | XML |
| 990-PF | December 2024 | $390,449 | $491,257 | $2,484,658 | XML |
| 990-PF | December 2023 | $308,171 | $415,140 | $2,585,466 | XML |
| 990-PF | December 2022 | – | – | – | 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 86-3778397).
Questions about HELEN A CARLOS FOUNDATION INC
- What is the EIN of HELEN A CARLOS FOUNDATION INC?
- The employer identification number (EIN) of HELEN A CARLOS FOUNDATION INC is 86-3778397.
- Is HELEN A CARLOS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to HELEN A CARLOS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN A CARLOS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN A CARLOS FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN A CARLOS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELEN A CARLOS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELEN A CARLOS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $162,704, expenses of $163,324 and total assets of $2,484,038 at year end.
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