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Helen & Loretta Foundation is a private corporation based in NASHVILLE, TN. The foundation received its IRS ruling in 2023. It holds total assets of $1.1M. Annual income is reported at $365K. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2022 to 2023. According to available records, Helen & Loretta Foundation has made 2 grants totaling $50K, with a median grant of $25K. Grant recipients are concentrated in Illinois. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen & Loretta Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in IL.
Helen & Loretta Foundation has distributed a total of $50K across 2 grants. The median grant size is $25K, with an average of $25K. Individual grants have ranged from $25K to $25K.
Helen & Loretta Foundation typically selects its grantees rather than accepting unsolicited proposals.
Helen & Loretta Foundation is headquartered in NASHVILLE, TN.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Eric Baumgart | TREASURER | $7K | $0 | $7K |
| Anthony Baumgart | DIRECTOR | $7K | $0 | $7K |
| Allison Bettenhausen | DIRECTOR | $7K | $0 | $7K |
| John Baumgart | PRESIDENT | $0 | $0 | N/A |
| Sharon Baumgart | SECRETARY | $0 | $0 | N/A |
Total Giving
$61K
Total Assets
$913K
Fair Market Value
$930K
Net Worth
$913K
Grants Paid
$21K
Contributions
N/A
Net Investment Income
$17K
Distribution Amount
$41K
Total Grants
2
Total Giving
$50K
Average Grant
$25K
Median Grant
$25K
Unique Recipients
1
Most Common Grant
$25K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Individual Advocacy GroupBENEVOLENT | Romeoville, IL | $25K | 2022 |
UNION CITY, TN
CHATTANOOGA, TN
NASHVILLE, TN