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
Ready to take the next step with Helen & Loretta Foundation?
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
Similar Funders
Funders that support many of the same organizations
Union Savings Bank Foundation Inc
DANBURY, CT
Assets
$12.3M
Grants
1
Total Given
$582K
Mutual of America Foundation
NEW YORK, NY
Assets
$654K
Grants
1,032
Total Given
$1.6M
Hamico Inc
CHATTANOOGA, TN
Assets
$49.7M
Grants
51
Total Given
$1.8M
Adams Family Foundation I
MURFREESBORO, TN
Assets
$4.7M
Grants
23
Total Given
$332K
The Pfeffer Foundation
OAK HILL, TN
Assets
$126K
Grants
16
Total Given
$27K
Bobs Discount Furniture Charitable
OAKDALE, CT
Assets
$63K
Grants
1
Total Given
$812K
Eugene M Lang Foundation
NEW YORK, NY
Assets
$27.3M
Grants
183
Total Given
$4.7M
The Churchill Foundation
BRENTWOOD, TN
Assets
—
Grants
63
Total Given
$240K
B & R Charitable Foundation Inc
NASHVILLE, TN
Assets
$256K
Grants
194
Total Given
$35K
Enchiridion Foundation
NASHVILLE, TN
Assets
—
Grants
94
Total Given
$1.6M
Hazel Montague Hutcheson Foundation
CHATTANOOGA, TN
Assets
$3.8M
Grants
72
Total Given
$280K
America's Charities
CHANTILLY, VA
Assets
$28.0M
Grants
889
Total Given
$18.9M
More Funders in Tennessee
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Helen & Loretta Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities