2021-10-20T05:48:42-07:00 2020-12-31 262176601 EASY OFFICE DBA JITASA 1750 W FRONT STREET SUITE 200 BOISE ID 83702 990 2020-01-01 815455559 HELENA GROUP FOUNDATION HELE 4242742045 515 S FLOWER ST 5100 Los Angeles CA 90071 SAM FEINBURG TREASURER 4242742045 2021-10-20 1 JEREMY CORK P01544850 2082874777 2021-10-20 1 11 1 AAL2 2020 2022-09-23 18:48:47Z SAM FEINBURG 515 S FLOWER ST STE 5100 Los Angeles CA 90071 2815383 0 X https://helena.org/ X 2015 CA THE HELENA GROUP FOUNDATION SEEKS TO ADDRESS URGENT GLOBAL ISSUES LIKE ENVIRONMENTAL DEGRADATION, INFRASTRUCTURE SECURITY, AND THE DECLINE OF LIBERAL DEMOCRACY BY CONCEIVING AND OPERATING NON-PROFIT PROJECTS ALONGSIDE A SMALL GROUP OF WORLD LEADERS. 5 3 15 3 0 0 1060400 2763610 0 0 49245 48757 0 3016 1109645 2815383 150000 100000 0 0 974988 1209831 0 0 63852 3497713 999281 4622701 2309112 -3513056 506271 782320 11555421 33156 10299986 749164 1255435 X The Helena Group Foundation seeks to address urgent global issues like environmental degradation, infrastructure security, and the decline of liberal democracy by conceiving and operating non-profit projects alongside a small group of world leaders. 1 0 925044 50000 0 COVID RESPONSE: Helena led a major response effort to the COVID-19 pandemic comprising three stages. First, Helena quickly raised and deployed nearly $20m to buy and deliver almost 19 million units of PPE to hospitals across the United States, away from price gougers and profiteers. Second, Helena created and launched The Covid Network, a software platform to help track the pandemic, which was adopted by institutions like the US Army and US Air Force as well as everyday Americans. Third, Helena worked to release (for free) an innovative polymer technology that addresses one of the most critical challenges to distributing COVID vaccines, biologics and therapeutics globally. 325898 50000 0 A1R: America in One Room was a historic gathering that brought together the most representative sample of the American voting electorate in U.S. history. Over the course of three full days, this group engaged in a civil and nuanced deliberation on the critical issues facing the United States. The entire sample took the same in-depth questionnaire before and after the event. This process yielded important data concerning how Americans think about values, candidates, and policy issues when given the chance to think deeply, engage with different opinions, and deliberate in a fact-rich and respectful environment. It was covered extensively in the media, and hailed by former US Presidents Barack Obama and Bill Clinton. 235731 0 0 MEMBERSHIP PROGRAM: Helena's Membership program recruits, convenes, and communicates with a small group of world-leading experts in different fields to help Helena choose and operate our projects to address major global issues. In practice, this means: i) Researching and networking to find potential Helena Members (people who represent the pinnacle of achievement in their and share a willingness to use that influence to achieve positive good); ii)recruiting them to join Helena (and agree to assets and talents to solve world problems); and iii) meeting with members to discuss important global problems, and the ways they can work with each other and with Helena to address those problems (e.g. through our other program services). 205755 0 0 THE HELENA SHIELD PROJECT: Helena's Shield project is an effort to protect the North American electrical grid from the threat of failure due to cyberattacks, solar flare, natural disasters, and other threats. Via targeted educational campaigns, the project successfully catalyzed (and advised, upon request) state and federal action to help protect the North American electrical grid from threats due to solar storms and cyber-attack. 205232 0 0 OTHER PROGRAMS 410987 0 0 1897660 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 1 0 CA X Easy office dba Jitasa 2082874777 1750 W Front Street Suite 200 Boise ID 83702 Henry Elkus Chair 60 X X 108400 0 0 Samuel Feinburg Treasurer 60 X X 108400 0 0 Penny Hintz Board Member 1 X 0 0 0 Marc Bielas Board Member 1 X 0 0 0 Cassandra Rosenthal Board Member 1 X 0 0 0 216800 0 0 2 0 0 0 Decisive Point LLC 25 Chestnut Street Cold Spring NY 10516 COVID software platform 202229 1 0 0 0 0 0 2763610 0 2763610 0 48757 0 0 48757 0 0 0 0 0 0 0 0 0 0 0 0 0 3016 3016 0 0 3016 2815383 3016 0 48757 X 100000 100000 0 0 0 216799 180034 25267 11498 0 876466 727832 102149 46485 0 31138 31138 85428 71109 9787 4532 13146 10301 2845 26609 26609 666391 584167 81094 1130 40000 40000 29051 23707 5344 28820 13928 14892 14328 14328 14970 9172 5591 207 5103 5103 1372 1372 13200 13200 11784 11784 PUBLIC RELATIONS AND MARKETING 85932 83732 2200 0 DONATED GOODS 48575 48575 0 0 2309112 1897660 347600 63852 28800 5054373 5331704 6742 7357 66000 31667 47533 34333 699245 1127654 782320 11555421 33156 29086 10073500 197400 0 0 33156 10299986 X -2385280 935622 3134444 319813 749164 1255435 782320 11555421 506271 0 0 0 0 0 X X 0 1 X 1 0 X 156575 526501 4406534 1060400 2763610 8913620 156575 526501 4406534 1060400 2763610 8913620 3022628 5890992 49245 48757 98002 9011622 0.65371 0.7292 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 66000 31667 34333 34333 0 X 3167920 0 352537 0 0 352537 2815383 0 0 0 2815383 2661648 352536 0 0 0 352536 2309112 0 0 0 2309112 Schedule D, Part X, Line 2 The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Foundation may recognize tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The Foundation files Form 990 in the U.S. federal jurisdiction. It received its determination letter during 2018. 1 Civilization Research Initiative 1095 Olive Crest Drive Encinitas CA 92024 844016495 501(c)(3) 50000 Equal Citizens Foundation 1032 15th Street Northwest Washington DC 20005 823949758 501(c)(3) 50000 2 0 Schedule I, Part I, Line 2 Part I, Line 2 - The organization requires periodic reports from the grantee regarding the use of the grant funds. Form 990, Part III, Line 2 The Helena Group Foundation undertook the new significant program service, COVID response. The detailed program narrative is included in Part III, line 4a. Form 990, Part VI, Section A, Line 2 Two board members have a business relationship. Sam Feinburg and Henry Elkus are in business together in Helena's for-profit arm, Helena Special Investments. Form 990, Part VI, Section B, Line 11b Each member of the Board is provided with a copy of the 990, with ample time to review, suggest amendments, request further information on any part of the form, or otherwise comment on and contribute to the filing process. Form 990, Part VI, Section B, Line 15 Original pay for the CEO, and ED/COO was determined via a team of consultants at the Boston Consulting Group based on a comparison to industry peers back in 2016. Executive/Officer salaries have always been substantially lower than this amount (for years, by 50% or greater, currently ~30% lower than the authorized amount). Form 990, Part VI, Section C, Line 19 Governing documents are made available to the public upon request. Form 990, Part IX, Line 11g Contractors - General. Form 990, Part XII, Line 1 The organization has changed from cash to accrual method of accounting to better reflect the nature of revenue and expense activity. Helena Special Investments LLC 515 S Flower St Los Angeles CA 90071 Investment in other entities NY N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Helena Special Investments LLC o 387954