Helgeson Family Foundation

Foundation · Grantmaker Boston, MA EIN: 30-6636804

Helgeson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Key facts about Helgeson Family Foundation

EIN: 30-6636804
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $411,000
Grants made (2024): 6
Average grant: $68,500
Median grant: $55,500
Total assets: $4,091,175
Primary geography: Massachusetts (76% of itemized 2024 grant dollars)

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

Who Helgeson Family Foundation funds

By grant dollars, the top recipient states for Helgeson Family Foundation's 6 itemized 2024 grants were Massachusetts (76%) and Virginia (24%). The most frequent recipient cities were Nantucket, MA (3 grants). 100% of grants with a stated purpose were for general or operating support.

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.

Next steps with Helgeson Family Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.1M

-5.6% YoY

Annual Giving

$411K

+33.8% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$69K

+78.4% YoY

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.

About Helgeson Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $311K (76%)

Virginia $100K (24%)

Share of all 6 itemized 2024 grant dollars.

States

Connecticut Delaware Illinois Massachusetts Montana Rhode Island Virginia

Cities

NantucketBostonBrooklineCantonChicagoGallatin GatewayNewingtonNewtonNorth KingstownStoughtonVirginia BeachWilmington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,091,175	$4,334,329	$4,532,492
Revenue	$167,868	$108,937	$-492,923
Expenses	$411,022	$307,100	$196,128
Qualifying Distributions	$411,022	$307,100	$160,000
Net Investment Income	$168,412	$154,132	$100,837
Distributable Amount	$242,123	$237,745	$245,679

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

27 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Nantucket Partnership for Children ($125,000), Blueforce Strategies Inc ($100,000), Nantucket Boys & Girls Club ($61,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Henry Helgeson	Trustee	1	—
Savanah Helgeson	Trustee	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helgeson Family Foundation?

Helgeson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. It holds $4.1M in total assets as of 2024.

How large is Helgeson Family Foundation?

As of 2024, Helgeson Family Foundation holds $4.1M in total assets with $168K in annual revenue. It awarded 6 grants totaling $411K in 2024.

Where does Helgeson Family Foundation operate?

Helgeson Family Foundation has awarded grants in Connecticut, Delaware, Illinois, Massachusetts, Montana, Rhode Island, Virginia.

What size grants does Helgeson Family Foundation award?

In 2024, Helgeson Family Foundation awarded 6 grants totaling $411K — an average of about $69K per grant, based on its IRS Form 990 filings.

How much is Helgeson Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helgeson Family Foundation reported a distributable amount of $242K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.