The Helena Foundation Inc
ANNAPOLIS, MD EIN: 52-1522573
Financial Overview
From 2023 IRS Form 990-PF
Total Assets
—
-100.0% YoY
Annual Giving
$4.0M
+43.0% YoY
Grant Count
3
-90.0% YoY
Avg Grant Size
$1.3M
+1329.6% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $2,508,393 | $2,767,487 |
| Revenue | $3,301 | $50,543 | $354,772 |
| Expenses | $4,039,347 | $2,794,322 | $2,612,327 |
| Qualifying Distributions | $3,990,420 | $2,791,192 | $2,608,172 |
| Net Investment Income | — | $47,413 | $350,617 |
| Distributable Amount | $595,045 | $3,294,058 | $3,172,218 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2023
Grant Size Distribution
101 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Helena Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES A EARL | PRES,TRES,DIR | 0.5 | — |
| SYLVIA EARL | VP,SEC,DIR | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Maryland $8.5M (71%)
Massachusetts $1.4M (12%)
California $1.3M (11%)
District of Columbia $465K (4%)
Nebraska $126K (1%)
Florida $101K (1%)
Minnesota $71K (1%)
Cities
AnnapolisArnoldBaltimoreBostonBrooklyn ParkCambridgeDavidsonvilleEastonEdgewaterForest HillMalibuMillersvilleMinneapolisNorwoodOmahaOrlandoQueenstownWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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