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· Private foundation

Louis M Helms Jr and Anita B Helms Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$79k
Granted FY2025still arriving
30
Grants FY2025still arriving
8
States reached
$16k
Largest
01What it funds
0193% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Food & Nutrition$439kReligion$143kHealth$79kHuman Services$42kEnvironment$23kArts & Culture$21kHousing & Shelter$13kPublic Safety & Disaster$13kOther$0
02FY2025 · 30 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k26 grants · $28k
  • $10k–50k4 grants · $52k
$1,000
Median grant
8
States reached
$3.9M
Total assets
Largest grants
RecipientAmount
MT PLEASANT FOOD MINISTRY$15,500
CABARRUS MEALS ON WHEELS$15,500
SECOND HARVEST FOOD BANK$10,500
COOPERATIVE CHRISTIAN MINISTRY$10,000
OTHERS$3,945
CHARLOTTE RESCUE MISSION$2,200
SMILE TRAIN$2,000
NATIONAL AUDUBON SOCIETY$2,000
CARE$1,950
NRDC$1,850
MERCY SHIPS$1,750
FRIENDS OF THE EARTH$1,300
CVAN$1,000
WINGS OF EAGLES RANCH$1,000
DOCTORS WO BORDERS USA$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $160k) land where the poverty rate runs at 8%, against an area that typically sits at 10%. 8% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%AMERICAN RED CROSS: $8k → 14%AMERICAN RED CROSS: $5k → 14%MT PLEASANT FOOD MINISTRY: $20k → 8%MT PLEASANT FOOD MINISTRY: $18k → 8%MT PLEASANT FOOD MINISTRY: $17k → 8%MT PLEASANT FOOD MINISTRY: $16k → 8%MT PLEASANT FOOD MINISTRY: $16k → 8%MT PLEASANT FOOD MINISTRY: $16k → 8%MT PLEASANT FOOD MINISTRY: $15k → 8%MT PLEASANT FOOD MINISTRY: $15k → 8%MT PLEASANT FOOD MINISTRY: $15k → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
NY
SD
NE
VA
AR
TN
NC
DC
OK
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$805k · 39 repeat orgs$23k to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against +19% for those funded once.

39 repeat relationships: 30 still active in FY2025, 9 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

39
17

Total granted

$805k
$23k

Median revenue growth · since first grant

+28%
+19%

Still filing today

51%
41%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EnvironmentHealthInternationalFood & NutritionHuman ServicesEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CM
    CABARRUS MEALS ON WHEELS INC
    9× · 2017–2025 · $148k · revenue +59%
  • MP
    MT PLEASANT FOOD MINISTRY INC
    9× · 2017–2025 · $148k · revenue +44% · 37% of their budget
  • WO
    WINGS OF EAGLES RANCH
    9× · 2017–2025 · $41k · revenue +113%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $11k
  • HP
    HOSPICE PALLATIVE CARE
    one grant, 2021 · $5k
  • IG
    Individual grant recipient
    one grant, 2022 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
2
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
3
Institute for Agriculture & Trade Policy

Iatp works locally and globally at the intersection of policy and practice to ensure fair and sustainable food, farm and trade systems.

Food & Nutrition
4
Project Drawdown

Project drawdown's mission is to drive meaningful climate action by advancing science-based solutions and strategies. project drawdown's work is focused on three pillars: science - advancing science-based climate solutions and strategies;…

Education
5
Dairy Management Inc

Dairy management inc (dmi) was formed in 1995 by the national dairy promotion and research board (ndb) and the united dairy industry association (udia). dmi is a management organization that invests dairy producer checkoff funds in…

—
6
Global Alliance for Improved Nutrition

The mission of the global alliance for improved nutrition (gain) is to improve the consumption of healthier diets for all, especially the most vulnerable, by improving the availability, affordability, desirability, and sustainability of…

Food & Nutrition
7
Sustainable Fisheries Partnership Foundation

To engage and catalyze global seafood supply chains in rebuilding depleted fish stocks and reducing the environmental impacts of fishing and fish farming.

Animals
8
The Global FoodBanking Network

To nourish the world's hungry through uniting and advancing food banks.

International
9
Third Way

To research and develop centrist policy ideas.

Civil Rights
10
Fresh Energy

Shape and drive bold policy solutions to achieve equitable carbon-neutral economies.

Environment
11
Rainforest Alliance Inc

RA works at the intersection of business, agriculture & forests to improve lives & protect nature by transforming how land is used, production of goods & consumer choices.

—
12
Climateworks Foundation

Climateworks foundation's mission is to connect philanthropy, grantees, and strategic partners to build and deliver high-impact climate solutions that benefit all people.

Science & Tech
How this is measured
The grantee most central to the portfolio’s shape is March of Dimes Inc; the most unlike its peers is Cabarrus Arts Council. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

29 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 29 of the 58 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
29/29
Grantees still filing
20/29
Grew since first funded

Where the money sits, by cause and then by grantee

SECOND HARVEST FOOD BANK: $142,000 · OtherSECOND HARVEST FOOD BANKCOOPERATIVE CHRISTIAN MINISTRY: $142,000 · OtherCOOPERATIVE CHRISTIAN MINISTRYCVAN: $33,000 · OtherCVANPIEDMONT CHORAL SOCIETY: $15,000 · Other+34 more: $92,198 · Other+34 moreMT PLEASANT FOOD MINISTRY INC: $147,500 · Human ServicesMT PLEASANT FOOD MINI…American National Red Cross & Its Constituent Chapters and Branches: $12,500 · Human ServicesAmerican National Red…CABARRUS MEALS ON WHEELS INC: $147,500 · Food & NutritionCABARRUS MEALS ON WH…+1 more: $250 · Food & NutritionWINGS OF EAGLES RANCH: $41,000 · HealthCHARLOTTE RESCUE MISSION: $12,626 · Health+4 more: $2,475 · HealthFRIENDS OF THE EARTH: $5,525 · EnvironmentNATURAL RESOURCES DEFENSE COUNCIL INC: $4,550 · EnvironmentEARTHJUSTICE: $4,150 · EnvironmentNATIONAL ARBOR DAY FOUNDATION: $3,300 · EnvironmentENVIRONMENTAL DEFENSE FUND INCORPORATED: $2,350 · Environment+1 more: $125 · EnvironmentHabitat for Humanity Cabarrus County: $12,500 · Housing & ShelterMercy Ships International: $6,500 · InternationalCOOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $2,850 · InternationalFEED THE CHILDREN INC: $1,475 · International
Other$424,198Human Services$160,000Food & Nutrition$147,750Health$56,101Environment$20,000Housing & Shelter$12,500International$10,825

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCABARRUS MEALS ON WHEELS INC: $147,500 over 9y, 2.3% of budgetMT PLEASANT FOOD MINISTRY INC: $147,500 over 9y, 37% of budgetWINGS OF EAGLES RANCH: $41,000 over 9y, 2.5% of budgetCHARLOTTE RESCUE MISSION: $12,626 over 8y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $12,500 over 2y, 0.0% of budgetHabitat for Humanity Cabarrus County: $12,500 over 5y, 0.3% of budgetWINGATE UNIVERSITY: $6,950 over 8y, 0.0% of budgetMercy Ships International: $6,500 over 4y, 0.0% of budgetSMILE TRAIN INC: $5,550 over 4y, 0.0% of budgetFRIENDS OF THE EARTH: $5,525 over 4y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $4,550 over 4y, 0.0% of budgetEARTHJUSTICE: $4,150 over 5y, 0.0% of budgetNATIONAL ARBOR DAY FOUNDATION: $3,300 over 4y, 0.0% of budgetCabarrus Arts Council: $3,000 over 3y, 0.1% of budgetCOOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $2,850 over 2y, 0.0% of budgetTHE NATURE CONSERVANCY: $2,765 over 5y, 0.0% of budgetDavidson College: $2,545 over 5y, 0.0% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED: $2,350 over 4y, 0.0% of budgetFEED THE CHILDREN INC: $1,475 over 2y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $1,350 over 4y, 0.0% of budgetTHE GOOD FELLOWS CLUB INC: $1,000 over 1y, 0.1% of budgetJustice Ministries: $500 over 1y, 0.1% of budgetMAYO CLINIC: $500 over 1y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $500 over 1y, 0.0% of budgetFeeding America: $250 over 1y, 0.0% of budgetCONSUMER REPORTS INC: $235 over 1y, 0.0% of budgetAMERICAN HORTICULTURAL SOCIETY: $125 over 2y, 0.0% of budgetMARCH OF DIMES INC: $125 over 1y, 0.0% of budgetGIFFORDS: $50 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds CABARRUS MEALS ON WHEELS INC ↗
  • Who funds MT PLEASANT FOOD MINISTRY INC ↗
  • Who funds WINGS OF EAGLES RANCH ↗
  • Who funds CHARLOTTE RESCUE MISSION ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds Habitat for Humanity Cabarrus County ↗
  • Who funds WINGATE UNIVERSITY ↗
  • Who funds Mercy Ships International ↗
  • Who funds SMILE TRAIN INC ↗
  • Who funds FRIENDS OF THE EARTH ↗
  • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
  • Who funds EARTHJUSTICE ↗
  • Who funds NATIONAL ARBOR DAY FOUNDATION ↗
  • Who funds Cabarrus Arts Council ↗
  • Who funds COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC ↗
  • Who funds THE NATURE CONSERVANCY ↗
  • Who funds Davidson College ↗
  • Who funds ENVIRONMENTAL DEFENSE FUND INCORPORATED ↗
  • Who funds FEED THE CHILDREN INC ↗
  • Who funds AMERICAN CANCER SOCIETY INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Duke Energy FoundationNC17.4× affinity7 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Duke Energy Foundation · Wcnc Cannon Charitable Trust · Mariam & Robert Hayes Charitable Trust · The Cannon Foundation Inc · The Bank of America Charitable Foundation Inc · Natl Christian Charitable Fdn Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Louis M Helms Jr and Anita B Helms Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Louis M Helms Jr and Anita B Helms Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 1%
  • Feed the Children Inc: 1% of income from government
no gov moneyreceives it· size = income
0get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 58 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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