Helen & Loretta Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen & Loretta Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 88-1632335
Foundation Overview
Based in Nashville, TN, Helen & Loretta Foundation has awarded 10 grants totaling $95,644 to organizations in Illinois, Tennessee and 2 other states across the US. Individual grants range from $53 to $25,000, with a median award of $4,743.
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
7 of 7 recipients (100%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.
Geographic Focus
50% of grants are awarded in Illinois, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Illinois, funding concentrates in Romeoville (60%), Glenview (20%), Chicago (20%).
Funding Trajectory
Declining funding trend with 17% decrease over 1 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Dual focus on general purposes (67%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Helen & Loretta 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 |
|---|---|---|---|---|
| Heinzinger Theater Scholarship | $1,000 | Glenview, IL, US | Donation | 2023 |
| Templeton Academy | $9,740 | Nashville, TN, US | Scholarship | 2023 |
| Ezell-harding Christian School | $8,486 | Antioch, TN, US | Scholarship | 2023 |
| The Cathedral Of The Incarnation | $1,000 | Nashville, TN, US | Donation | 2023 |
| Special Operations Warrior Fdn | $100 | Tampa, FL, US | Donation | 2023 |
| American Cancer Society | $53 | Chicago, IL, US | Donation | 2023 |
| National Multiple Sclerosis | $265 | Washington, DC, US | Donation | 2023 |
| Individual Advocacy Group | $25,000 | Romeoville, IL, US | Benevolent | 2022 |
| Individual Advocacy Group | $25,000 | Romeoville, IL, US | Benevolent | 2022 |
| Individual Advocacy Group | $25,000 | Romeoville, IL, US | Benevolent | 2022 |
Foundations Similar to Helen & Loretta Foundation
Discover 5 foundations with comparable assets ($894,092-$940,840), similar grant patterns, and geographic focus in TN 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 Joe And Velma Dewitt Foundation
EIN: 58-4180022 | 48 grants awarded |
$930,401
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$5,000
median grant |
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Gregory Family Charitable Foundation
EIN: 85-4121094 | 54 grants awarded |
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$5,000
median grant |
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|
Walter C Wattles Fellowship At Lloyds Of
EIN: 81-3883742 | 27 grants awarded |
$940,840
(≈ Similar) |
$5,000
median grant |
Nashville, TN
Same state |
|
|
Pete H Brown And Mildred F Brown Foundation
EIN: 64-0774404 | 66 grants awarded |
$903,616
(≈ Similar) |
$5,000
median grant |
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Same state |
|
|
The Charles H & Annetta R Masland
EIN: 23-6296887 | 115 grants awarded |
$894,092
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$7,000
median grant |
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Contact Information
Official contact details for Helen & Loretta Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 88-1632335 |
| Website | N/A |
| Address |
Key People (5)
Board members, trustees, and key staff who oversee Helen & Loretta Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | John Baumgart |
|---|---|
| Secretary | Sharon Baumgart |
| Treasurer | Eric Baumgart |
| Director | Allison Bettenhausen |
| Director | Anthony Baumgart |
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 Helen & Loretta 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
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.