Helgeson Family Foundation
EIN 306636804Total Given 2020–2024
$2.1M
27 grants · $415K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$50K
typical mid grants · $27K–$78K
grant size
25%
balanced · 5/20 multi-year
repeat
$4.9M
Assets (2024)
20
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(631) 227-3900
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $495K | $5.2M | $102K | 3 |
| 2021 | $703K | $5.8M | $1.9M | 7 |
| 2022 | $160K | $4.8M | $-493K | 3 |
| 2023 | $307K | $4.9M | $109K | 8 |
| 2024 | $411K | $4.9M | $168K | 6 |
Grant Size Distribution
Based on 27 grants on record
Minimum
$10K
25th Pctl
$27K
Median
$50K
Average
$77K
75th Pctl
$78K
Maximum
$400K
Geographic Distribution
Officers & Directors
SH
Savanah Helgeson
5+ yrs
Trustee
HH
Henry Helgeson
5+ yrs
Trustee
SH
Savanah Helgeson
5+ yrs
Trustee
HH
Henry Helgeson
5+ yrs
Trustee
HH
Henry Helgeson
5+ yrs
Trustee
SH
Savanah Helgeson
5+ yrs
Trustee
SH
Savanah Helgeson
5+ yrs
Trustee
HH
Henry Helgeson
5+ yrs
Trustee
SH
Savanah Helgeson
5+ yrs
Trustee
HH
Henry Helgeson
5+ yrs
Trustee
Grants Awarded (27 total)
| Purpose | ||||
|---|---|---|---|---|
| Brigham and Womens Hospital | Canton, MA | $400,000 | HOSPITAL SUPPORT | 2020 |
| St Jude Research Hospital | Newton, MA | $350,000 | HOSPITAL SUPPORT | 2021 |
| Nantucket Partnership for Children | Nantucket, MA | $125,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2024 |
| Brigham and Womens Hospital | Canton, MA | $100,000 | HOSPITAL SUPPORT | 2021 |
| Nantucket Partnership for Children | Nantucket, MA | $100,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2023 |
| Blueforce Strategies Inc | Virginia Beach, VA | $100,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2024 |
| Kingsley Montessori School | Boston, MA | $85,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2021 |
| Nantucket Boys & Girls Club | Nantucket, MA | $70,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2020 |
| Nantucket Cottage Hospital Development | Nantucket, MA | $70,000 | HOSPITAL SUPPORT | 2021 |
| Selfreliance Ukrania | Chicago, IL | $69,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2022 |
| Nantucket Boys & Girls Club | Nantucket, MA | $61,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2024 |
| Nantucket Boys & Girls Club | Nantucket, MA | $50,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2021 |
| Dexter Southfield School | Brookline, MA | $50,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2023 |
| Massachusetts General Hospital | Boston, MA | $50,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2023 |
| Dexter Southfield School | Brookline, MA | $50,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2024 |
| Massachusetts General Hospital | Boston, MA | $50,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2024 |
| Mass General Hospital | Boston, MA | $50,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2022 |
| Meest Boston | Stoughton, MA | $41,000 | MEDICAL KITS FOR UKRANIAN CITIZENS | 2022 |
| Nantucket Boys & Girls Club | Nantucket, MA | $35,100 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2023 |
| Big Sky Discovery Academy | Gallatin Gateway, MT | $27,600 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2021 |
| American Radio Relay League Inc | Newington, CT | $27,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2023 |
| Kingsley Foundation | Wilmington, DE | $25,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2020 |
| Nantucket Resource Partnership | Nantucket, MA | $25,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2024 |
| Nantucket Maria Mitchell Association | Nantucket, MA | $20,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2021 |
| Nantucket Cottage Hospital | Nantucket, MA | $20,000 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 2023 |