2024-11-14T10:51:34-06:00 2024-06-30 CBIZ Advisors LLC 10 MELVILLE PARK RD MELVILLE NY 11747 990PF 2023-07-01 260001014 THE HELM FOUNDATION INC % SCOTT HELM HELM 6314144000 C/O CBIZ LLC -10 MELVILLE PARK RD MELVILLE NY 11747 SCOTT HELM DIRECTOR 6314144000 2024-11-15 true true RONALD FINKELSTEIN P00301744 6314144000 2024-11-15 2023 2024-10-15 13:58:12Z X 1362048 X 0 X 9330 9330 5124 5124 5124 14454 14454 0 60 60 0 45455 45515 60 0 0 0 45515 60 0 -31061 14394 20588 20588 20588 63740 36133 36133 391570 433570 550415 1280640 525728 800366 754912 754912 1276264 1245203 1362048 0 0 X 1276264 1245203 1276264 1245203 1276264 1245203 1276264 -31061 1245203 1245203 CAPITAL GAIN DIVIDENDS P 5124 5124 200 200 200 3233 0 3233 3033 3033 false false false false false false true true IL true false false false false true n/a SCOTT HELM 6314144000 C/O CBIZ LLC - 10 MELVILLE PARK RO MELVILLE NY 11747 false false false false false false false false false false false false false false false false false false false false false Lesley Malin Helm C/O CBIZ LLC -10 MELVILLE PARK RD MELVILLE NY 11747 President 1.0 0 0 0 Scott Helm C/O CBIZ LLC -10 MELVILLE PARK RD MELVILLE NY 11747 VP, Secretary and Treasurer 2.0 0 0 0 Gladys M Helm C/O CBIZ LLC -10 MELVILLE PARK RD MELVILLE NY 11747 Director 1.0 0 0 0 JoAnne C Malin C/O CBIZ LLC -10 MELVILLE PARK RD MELVILLE NY 11747 Director 1.0 0 0 0 504637 57194 0 561831 0 561831 8427 553404 27670 27670 200 200 27470 27470 27470 0 0 0 0 0 0 27470 0 2021 2020 2019 0 131225 162899 162267 408337 864728 0 0 0 27470 27470 837258 0 0 0 0 103755 733503 162899 162267 408337 SCOTT HELM NONE X 14 9330 18 5124 14454 14454 false false false false false false false false false false BUILDING 2014-02-01 1250000 480275 SL 27 45455 MARKETABLE SECURITIES- STMT A 433570 550415 BUILDING 1250000 525730 724270 INVESTMENT MANAGEMENT FEES 60 60 0 FEDERAL EXCISE TAX PAYMENTS