Helen a Benedict Foundation Inc

Private foundation · Grantmaker New YRK, NY EIN: 13-3940833

Helen a Benedict Foundation Inc is a private foundation, based in New YRK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.0M in total assets. In 2024, it awarded 1 grant totaling $1.2M. Net investment income was $1.2M.

Helen a Benedict Foundation Inc at a glance

In short: Helen a Benedict Foundation Inc gave $1.2M across 1 grant in 2024 (avg $1.2M), mostly in New York. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$1,187,210
+7.6% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$1,187,210
+7.6% vs 2023
Median grant
$1,187,210
Total assets
$22,958,856
+6.3% vs 2023
Primary geography
New York (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who Helen a Benedict Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

John E Andrus Memorial Inc: $1.2MJohn E Andrus Memorial Inc$1.2M

The largest 2024 recipient was John E Andrus Memorial Inc ($1.2M).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K2$500K–1M2$1–5M$5M+

The most common grant size was in the $500K–1M range: 2 grants of 5 (40%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Hastingsonhudson

How Helen a Benedict Foundation Inc gives

  • Giving grew 38% from 2021 to 2024. Method
  • In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $367K (2020) to $1.2M (2024). In 2024 it made 1 grant totaling $1.2M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
John E Andrus Memorial Inc Hastingsonhudson, NYGeneral Operating and Capital Projects.$1,187,210
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$22,958,856$1,166,107$964,380$1,187,2101$1,240,634$1,163,575$1,103,442
2023$21,607,749$726,515$972,495$1,103,3591$1,163,632$724,325$992,688
2022$19,074,957$1,058,228$1,569,307$785,7121$858,217$1,054,832$1,005,452
2021$25,181,403$2,759,201$925,088$861,1241$887,784$2,755,920$1,202,974
2020$23,500,857$1,010,879$412,812$366,5001—$1,008,823$982,239

Under IRS private-foundation payout rules, Helen a Benedict Foundation Inc reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Helen a Benedict Foundation Inc is led by Elizabeth M. Shogren, Chair since 2024 (on filings since 2020); none of the 12 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Elizabeth M. Shogren

    Chair

    Director → Chair, 2024

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Andrew Sherman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Dozene Guishard

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jeffrey George

    Director

    Treasurer → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jocelyn Downie

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Lindsey Griffith

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Robert Cadoux

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Davis Benedict

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Colette Phipps

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Kimberly Kaupe

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Alexandra Cardon

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Marc De Venoge

    Treasurer

    Assistant Treasurer → Treasurer, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (6)
  • Former: Bob Hedlund (2020–2023) — Chairperson & President
  • Former: McCAIN McMURRAY (2020–2023) — Director
  • Former: Edward McDermott (2020–2021) — Director · Filing note: Thru 521
  • Former: Colbert L. Andrus Jr. (2020) — Director · Filing note: Thru 11/2020
  • Former: Irene Gutheil (2020) — Director · Filing note: Thru 11/2020
  • Former: Susan Cohn (2020) — Director · Filing note: Thru 920

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Helen a Benedict Foundation Inc

How much does Helen a Benedict Foundation Inc give each year?

Helen a Benedict Foundation Inc gave $1.2M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.1M across 1 grant.

How large is Helen a Benedict Foundation Inc?

Helen a Benedict Foundation Inc reported $23.0M in total assets on its 2024 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets).

Where does Helen a Benedict Foundation Inc operate?

Helen a Benedict Foundation Inc has awarded grants in New York.

What is Helen a Benedict Foundation Inc's EIN?

Helen a Benedict Foundation Inc's EIN (Employer Identification Number) is 13-3940833. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Helen a Benedict Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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