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Also known as: C/O GM ADVISORY GROUP
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Helgeson Fam Foundation Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2020. The principal officer is Twinfocus. It holds total assets of $4.1M. Annual income is reported at $1.9M. The foundation is governed by 2 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 2020 to 2024. The foundation primarily funds organizations in Massachusetts and Delaware. According to available records, Helgeson Fam Foundation Trust has made 11 grants totaling $467K, with a median grant of $41K. Annual giving has grown from $160K in 2022 to $307K in 2023. Individual grants have ranged from $10K to $100K, with an average award of $42K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in Massachusetts, Illinois, Connecticut, which account for 91% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$25K
Median Grant
$70K
Average Grant
$165K
Largest Grant
$400K
Based on 3 grants from the most recent 990-PF filing.
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.
Helgeson Fam Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 11 grants. Its grantmaking reaches organizations primarily in MA, IL, CT.
Helgeson Fam Foundation Trust has distributed a total of $467K across 11 grants. The median grant size is $41K, with an average of $42K. Individual grants have ranged from $10K to $100K.
Helgeson Fam Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Helgeson Fam Foundation Trust is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 4 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Henry Helgeson | TRUSTEE | $0 | $0 | N/A |
| Savanah Helgeson | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$4.1M
Fair Market Value
N/A
Net Worth
$4.1M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
11
Total Giving
$467K
Average Grant
$42K
Median Grant
$41K
Unique Recipients
11
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Nantucket Partnership For ChildrenUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Nantucket, MA | $100K | 2023 |
| Massachusetts General HospitalUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Boston, MA | $50K | 2023 |
| Dexter Southfield SchoolUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Brookline, MA | $50K | 2023 |
| Nantucket Boys & Girls ClubUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Nantucket, MA | $35K | 2023 |
| American Radio Relay League IncUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Newington, CT | $27K | 2023 |
| Nantucket Cottage HospitalUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Nantucket, MA | $20K | 2023 |
| Concussion Legacy FoundationUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Boston, MA | $15K | 2023 |
| Anns Memorial FundUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | North Kingstown, RI | $10K | 2023 |
| Selfreliance UkraniaUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Chicago, IL | $69K | 2022 |
| Mass General HospitalUNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | Boston, MA | $50K | 2022 |
| Meest BostonMEDICAL KITS FOR UKRANIAN CITIZENS | Stoughton, MA | $41K | 2022 |