Helgeson Family Foundation
Helgeson Family Foundation is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 6 grants totaling $411K. Net investment income was $168K.
Helgeson Family Foundation at a glance
In short: Helgeson Family Foundation gave $411K across 6 grants in 2024 (avg $69K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $411,000
- +33.8% vs 2023
- Grants made (2024)
- 6
- -25.0% vs 2023
- Average grant
- $68,500
- +78.4% vs 2023
- Median grant
- $55,500
- Total assets
- $4,091,175
- -5.6% vs 2023
- Primary geography
- Massachusetts (76% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Helgeson Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Nantucket Partnership for Children ($125K). Together the top 6 received $411K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was in the $50–100K range: 11 grants of 27 (41%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How Helgeson Family Foundation gives
- Giving fell 42% from 2021 to 2024. Method
- In 2024 it paid out 170% 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
From 2020 to 2024, annual grant giving ranged from $160K (2022) to $703K (2021). In 2024 it made 6 grants totaling $411K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Nantucket Partnership for Children Nantucket, MA | Unrestricted Support of Organization's Exempt Purpose | $125,000 |
| Blueforce Strategies Inc Virginia Beach, VA | Unrestricted Support of Organization's Exempt Purpose | $100,000 |
| Nantucket Boys & Girls Club Nantucket, MA | Unrestricted Support of Organization's Exempt Purpose | $61,000 |
| Dexter Southfield School Brookline, MA | Unrestricted Support of Organization's Exempt Purpose | $50,000 |
| Massachusetts General Hospital Boston, MA | Unrestricted Support of Organization's Exempt Purpose | $50,000 |
| Nantucket Resource Partnership Nantucket, MA | Unrestricted Support of Organization's Exempt Purpose | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,091,175 | $167,868 | $411,022 | $411,000 | 6 | $411,022 | $168,412 | $242,123 |
| 2023 | $4,334,329 | $108,937 | $307,100 | $307,100 | 8 | $307,100 | $154,132 | $237,745 |
| 2022 | $4,532,492 | $-492,923 | $196,128 | $160,000 | 3 | $160,000 | $100,837 | $245,679 |
| 2021 | $5,221,543 | $1,876,950 | $717,666 | $702,600 | 7 | $703,420 | $1,874,455 | $260,110 |
| 2020 | $4,062,259 | $101,832 | $540,373 | $495,000 | 3 | — | $70,960 | $224,652 |
Under IRS private-foundation payout rules, Helgeson Family Foundation reported a distributable amount of $242K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helgeson Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Henry Helgeson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Savanah Helgeson
Trustee
On filings since 2020
1 hr/week
No compensation reported
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 Helgeson Family Foundation
How much does Helgeson Family Foundation give each year?
Helgeson Family Foundation gave $411K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $307K across 8 grants.
What is Helgeson Family Foundation's typical grant size?
Helgeson Family Foundation's median grant in 2024 was $55,500, and its average grant was $68,500, across 6 grants on its 2024 IRS Form 990-PF.
Where does Helgeson Family Foundation give grants?
Helgeson Family Foundation gives mostly in Massachusetts: 76% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Virginia (24%). The most frequent recipient cities were Nantucket, MA (3 grants).
Does Helgeson Family Foundation give general operating support?
Yes: 100% of Helgeson Family Foundation's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Helgeson Family Foundation's largest grantees?
Helgeson Family Foundation's largest 2024 grantees include Nantucket Partnership for Children ($125,000), Blueforce Strategies Inc ($100,000) and Nantucket Boys & Girls Club ($61,000), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is Helgeson Family Foundation?
Helgeson Family Foundation reported $4.1M in total assets on its 2024 IRS Form 990-PF. It paid out $411K in qualifying distributions that year, against a required minimum of $242K (roughly 5% of its investment assets).
What is Helgeson Family Foundation's EIN?
Helgeson Family Foundation's EIN (Employer Identification Number) is 30-6636804. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Helgeson Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Helgeson Family Foundation's focus areas in our free grants database
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