Nonprofit · EIN 94-3124662
HELSTROM FOUNDATION
Tax-exempt · SURPRISE, AZ 85374
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $543,263 | $576,364 | -$33,101 | $5,630,836 | $3,660,165 | $1,970,671 |
| June 30, 2024 | 990-PF | $854,256 | $547,439 | $306,817 | $5,733,439 | $3,729,667 | $2,003,772 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Net rental income
- $267,354
- Other income
- $1,297
Expenses
- Grants and similar amounts paid
- $301,377
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $301,377
- Excise tax on investment income
- $3,729
Balance sheet and other
- Total assets, start of year
- $5,733,439
- Total assets, end of year
- $5,630,836
- Total liabilities, end of year
- $3,660,165
- Net assets, end of year
- $1,970,671
- Fair market value of assets
- $15,747,437
- Qualifying distributions
- $301,377
- Net investment income
- $543,263
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L HELSTROM 16477 W BELL ROAD A-335, SURPRISE, AZ 85374 | PRESIDENT | 10 | $0 |
| YVONNE E HELSTROM 16477 W BELL ROAD A-335, SURPRISE, AZ 85374 | SECRETARY | 5 | $0 |
| BRIAN L HELSTROM 16477 W BELL ROAD A-335, SURPRISE, AZ 85374 | VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L HELSTROM PO BOX 3887, LACEY, WA 98509 | PRESIDENT | 15 | $0 |
| YVONNE E HELSTROM PO BOX 3887, LACEY, WA 98509 | SECRETARY | 10 | $0 |
| BRIAN L HELSTROM PO BOX 3887, LACEY, WA 98509 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 16477 W BELL RD APT A335, SURPRISE, AZ 85374-6603
- In care of
- % ROBERT L HELSTROM
- Signed the 990-PF
- ROBERT L HELSTROM, PRESIDENT
- Phone
- (360) 480-2200
- Return prepared by
- OPSAHL DAWSON
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3124662
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,630,836
- Income (IRS master file)
- $543,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $543,263 | $576,364 | $5,630,836 | IRS |
| 990-PF | June 2024 | $854,256 | $547,439 | $5,733,439 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 94-3124662).
Questions about HELSTROM FOUNDATION
- What is the EIN of HELSTROM FOUNDATION?
- The employer identification number (EIN) of HELSTROM FOUNDATION is 94-3124662.
- Is HELSTROM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to HELSTROM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELSTROM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELSTROM FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELSTROM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HELSTROM FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELSTROM FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $543,263, expenses of $576,364 and total assets of $5,630,836 at year end.
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