Helgeson Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helgeson Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 30-6636804
Foundation Overview
Based in Boston, MA, Helgeson Family Foundation has awarded 30 grants totaling $2,235,700 to organizations in Massachusetts, Illinois and 5 other states across the US. Individual grants range from $10,000 to $400,000, with a median award of $50,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 6 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
77% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Nantucket (43%), Boston (26%), Stoughton (9%).
Funding Trajectory
Declining funding trend with 17% decrease over 4 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Dual focus on healthcare (60%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Helgeson Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Blueforce Strategies Inc | $100,000 | Virginia Beach, VA, US | Unrestricted Support Of Organization's Exempt Purpose | 2024 |
| Dexter Southfield School | $50,000 | Brookline, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2024 |
| Massachusetts General Hospital | $50,000 | Boston, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2024 |
| Nantucket Boys & Girls Club | $61,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2024 |
| Nantucket Partnership For Children | $125,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2024 |
| Nantucket Resource Partnership | $25,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2024 |
| American Radio Relay League Inc | $27,000 | Newington, CT, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Anns Memorial Fund | $10,000 | North Kingstown, RI, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Concussion Legacy Foundation | $15,000 | Boston, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Dexter Southfield School | $50,000 | Brookline, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Massachusetts General Hospital | $50,000 | Boston, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Nantucket Boys & Girls Club | $35,100 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Nantucket Cottage Hospital | $20,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Nantucket Partnership For Children | $100,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2023 |
| Mass General Hospital | $50,000 | Boston, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2022 |
| Meest Boston | $41,000 | Stoughton, MA, US | Medical Kits For Ukranian Citizens | 2022 |
| Selfreliance Ukrania | $69,000 | Chicago, IL, US | Unrestricted Support Of Organization's Exempt Purpose | 2022 |
| Mass General Hospital | $50,000 | Boston, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2022 |
| Meest Boston | $41,000 | Stoughton, MA, US | Medical Kits For Ukranian Citizens | 2022 |
| Selfreliance Ukrania | $69,000 | Chicago, IL, US | Unrestricted Support Of Organization's Exempt Purpose | 2022 |
| Big Sky Discovery Academy | $27,600 | Gallatin Gateway, MT, US | Unrestricted Support Of Organization's Exempt Purpose | 2021 |
| Brigham And Womens Hospital | $100,000 | Canton, MA, US | Hospital Support | 2021 |
| Kingsley Montessori School | $85,000 | Boston, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2021 |
| Nantucket Boys & Girls Club | $50,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2021 |
| Nantucket Cottage Hospital Development | $70,000 | Nantucket, MA, US | Hospital Support | 2021 |
| Nantucket Maria Mitchell Association | $20,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2021 |
| St Jude Research Hospital | $350,000 | Newton, MA, US | Hospital Support | 2021 |
| Brigham And Womens Hospital | $400,000 | Canton, MA, US | Hospital Support | 2020 |
| Kingsley Foundation | $25,000 | Wilmington, DE, US | Unrestricted Support Of Organization's Exempt Purpose | 2020 |
| Nantucket Boys & Girls Club | $70,000 | Nantucket, MA, US | Unrestricted Support Of Organization's Exempt Purpose | 2020 |
Foundations Similar to Helgeson Family Foundation
Discover 5 foundations with comparable assets ($4,702,585-$4,961,493), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Joyce L Wolf Foundation
EIN: 87-6718183 | 35 grants awarded |
$4,904,466
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$4,826,657
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$40,000
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The Impact Seat Foundation Corp
EIN: 87-3470780 | 8 grants awarded |
$4,780,874
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$62,500
median grant |
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|
Frances Pew Hayes Family Fdn Inc
EIN: 65-0297367 | 103 grants awarded |
$4,961,493
(≈ Similar) |
$25,000
median grant |
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Same state |
|
|
Jeff And Sandy Wycoff Lang Foundation
EIN: 83-2785900 | 38 grants awarded |
$4,702,585
(≈ Similar) |
$37,500
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Contact Information
Official contact details for Helgeson Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 30-6636804 |
| Website | N/A |
| Address | 400 BROADHOLLOW RD STE 301 Melville, NY 11747-4810 |
Key People (2)
Board members, trustees, and key staff who oversee Helgeson Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Henry Helgeson |
|---|---|
| Trustee | Savanah Helgeson |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Helgeson Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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