Private Foundation · MA · Private Grantmaking Foundations
Helgeson Fam Foundation Tr
Boston, MA · EIN 306636804 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$4.1M
Total Giving
$1.7M
Grants on File
21
Average Grant
$79K
Giving Radius
Where Helgeson Fam Foundation Tr Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Canton, MA | $400K | 2020 |
| Wilmington, DE | $25K | 2020 |
| Nantucket, MA | $70K | 2020 |
| Boston, MA | $85K | 2021 |
| Nantucket, MA | $50K | 2021 |
| Nantucket, MA | $70K | 2021 |
| Nantucket, MA | $20K | 2021 |
| Newton, MA | $350K | 2021 |
| Gallatin Gateway, MT | $28K | 2021 |
| Canton, MA | $100K | 2021 |
| Nantucket, MA | $100K | 2023 |
| Newington, CT | $27K | 2023 |
| North Kingstown, RI | $10K | 2023 |
| Boston, MA | $15K | 2023 |
| Brookline, MA | $50K | 2023 |
| Boston, MA | $50K | 2023 |
| Nantucket, MA | $35K | 2023 |
| Nantucket, MA | $20K | 2023 |
| Stoughton, MA | $41K | 2022 |
| Chicago, IL | $69K | 2022 |
| Boston, MA | $50K | 2022 |
21 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $4.3M | $238K | $109K | $307K |
| 2022 | $4.5M | $246K | $-492,923 | $196K |
| 2021 | $5.2M | $260K | $1.9M | $718K |
| 2020 | $4.1M | $225K | $102K | $540K |
| 2019 | $4.5M | $181K | $1.2M | $192K |
| 2018 | $3.5M | $4K | $3.5M | — |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.