2026-05-15T10:57:36-04:00 2025-06-30 CBIZ Advisors LLC 68 SOUTH SERVICE ROAD STE 300 MELVILLE NY 11747 990PF 2024-07-01 260001014 THE HELM FOUNDATION INC % SCOTT HELM HELM 6314144000 C/O CBIZ LLC -68 SOUTH SERVICE RD MELVILLE NY 11747 SCOTT HELM DIRECTOR 6314144000 2025-12-15 true true RONALD FINKELSTEIN P00301744 6314144000 2025-12-15 2024 2025-03-06 01:10:19Z X 7226801 X 6148850 86336 86336 5481781 5971244 5481781 11716967 5568117 0 5371 5371 0 45455 0 50826 5371 0 172500 172500 223326 5371 172500 11493641 5562746 0 20588 20588 20588 36133 5915839 5915839 433570 433572 580917 1280640 571183 754912 709457 709457 1245203 7079456 7226801 0 0 X 1245203 7079456 1245203 7079456 1245203 7079456 1245203 11493641 12738844 5659388 7079456 PUBLICLY TRADED SECURITIES - L/T D 2807154 240561 2566593 2566593 PUBLICLY TRADED SECURITIES - L/T D 3143167 248902 2894265 2894265 CAPITAL GAIN DIVIDENDS P 20923 CAPITAL GAIN DIVIDENDS P 20923 5481781 77322 77322 77322 3033 0 100000 103033 25711 25711 false false false false false false true true IL true false false false false true n/a SCOTT HELM 6314144000 C/O CBIZ LLC - 68 SOUTH SERVICE 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 -68 SOUTH SERVICE RD MELVILLE NY 11747 President 1.0 0 0 0 Scott Helm C/O CBIZ LLC -68 SOUTH SERVICE RD MELVILLE NY 11747 VP, Secretary and Treasurer 2.0 0 0 0 Gladys M Helm C/O CBIZ LLC -68 SOUTH SERVICE RD MELVILLE NY 11747 Director 1.0 0 0 0 JoAnne C Malin C/O CBIZ LLC -68 SOUTH SERVICE RD MELVILLE NY 11747 Director 1.0 0 0 0 563456 2182207 0 2745663 0 2745663 41185 2704478 135224 135224 77322 77322 57902 57902 57902 172500 0 0 0 0 172500 57902 0 2022 2021 2020 0 162899 162267 408337 733503 172500 0 57902 114598 848101 0 0 0 0 162899 685202 162267 408337 114598 SCOTT HELM NONE X SEE STATEMENT B SEE STATEMENT B MELVILLE NY 11747 NONE PC SEE STATEMENT B 172500 172500 14 86336 18 5481781 5568117 5568117 false false false false false false false false false false X X 1 Scott Helm C/O CBIZ ADVISORS - 68 SOUTH SERVIC MELVILLE NY 11747 6148850 X X 1 20,000 SHS VISTRA CORP 92840M102 / VST 3068600 2024-12-09 1 20,000 SHS VISTRA CORP 92840M102 / VST 3080250 2025-05-19 BUILDING 2014-02-01 1250000 525730 SL 27 45455 MARKETABLE SECURITIES - STMT A 433572 580917 BUILDING 1250000 571185 678815 ADJUSTMENT TO FUND BALANCE FOR DONATION 0 OF APPRECIATED SECURITIES 5659388 INVESTMENT MANAGEMENT FEES 5371 5371 0 FEDERAL EXCISE TAX PAYMENTS