Helen & Loretta Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $852K in total assets. In 2024, it awarded 11 grants totaling $76K. Net investment income was $45K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$852K
-6.6% YoY
Annual Giving
$76K
+269.5% YoY
Grant Count
11
+57.1% YoY
Avg Grant Size
$7K
+135.1% YoY
Under IRS private-foundation payout rules, Helen & Loretta Foundation reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen & Loretta Foundation
Based on IRS filings
Helen & Loretta Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $852K in total assets. In 2024, it awarded 11 grants totaling $76K. Net investment income was $45K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $852,087 | $912,505 | $956,000 |
| Revenue | $44,897 | $17,349 | $1,000,000 |
| Expenses | $105,315 | $60,844 | $44,000 |
| Qualifying Distributions | $76,275 | $20,644 | $25,000 |
| Net Investment Income | $44,897 | $17,349 | — |
| Distributable Amount | $78,314 | $41,273 | $39,859 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Templeton Academy ($36,883), B E Academy of Steam ($25,000), Ezell-harding Christian School ($9,200).
| Recipient | Purpose | Amount |
|---|---|---|
| TEMPLETON ACADEMY NASHVILLE, TN | SCHOLARSHIP | $36,883 |
| EZELL-HARDING CHRISTIAN SCHOOL ANTIOCH, TN | SCHOLARSHIP | $9,200 |
| THE CATHEDRAL OF THE INCARNATION NASHVILLE, TN | DONATION | $3,000 |
| TRAINWRECK ST LOUIS, MO | DONATION | $64 |
| AMERICAN CANCER SOCIETY CHICAGO, IL | DONATION | $158 |
| MEAL TRAIN BURLINGTON, VT | DONATION | $200 |
| COLLEGE OF LAKE COUNTY GRAYSLAKE, IL | SCHOLARSHIP | $1,000 |
| B E ACADEMY OF STEAM NASHVILLE, TN | SCHOLARSHIP | $25,000 |
| KNIGHTS OF COLUMBUS 544 NASHBILLE, TN | DONATION | $250 |
| GIFTS OF LOVE AVON, CT | DONATION | $300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN BAUMGART | PRESIDENT | — | — |
| SHARON BAUMGART | SECRETARY | — | — |
| ERIC BAUMGART | TREASURER | — | $7,000 |
| ALLISON BETTENHAUSEN | DIRECTOR | — | $7,000 |
| ANTHONY BAUMGART | DIRECTOR | — | $7,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen & Loretta Foundation?
Helen & Loretta Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. It holds $852K in total assets as of 2024.
How large is Helen & Loretta Foundation?
As of 2024, Helen & Loretta Foundation holds $852K in total assets with $45K in annual revenue. It awarded 11 grants totaling $76K in 2024.
Where does Helen & Loretta Foundation operate?
Helen & Loretta Foundation has awarded grants in Connecticut, District of Columbia, Florida, Illinois, Missouri, Tennessee, Vermont.
What size grants does Helen & Loretta Foundation award?
In 2024, Helen & Loretta Foundation awarded 11 grants totaling $76K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Helen & Loretta Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen & Loretta Foundation reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen & Loretta Foundation's EIN?
Helen & Loretta Foundation's EIN (Employer Identification Number) is 88-1632335. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Helen & Loretta Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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