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Massachusetts · Private foundation

Helgeson Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$411k
Granted FY2024(still arriving)
6
Grants FY2024
8
Organizations funded FY2023
88%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$61,000
Largest grant, FY2024
$125,000
Organizations funded a year
3 to 8
FY2020 to FY2023
States reached, FY2024
2
Total assets, FY2024
$4.1M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 88% of the organizations Helgeson Family Foundation funded were first-time grantees, receiving 89% of its grant dollars.

New vs renewed · share of each year

In FY2023, 11% of grant dollars renewed an existing relationship; $272k went to new ones.

50%100%’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23
EducationArts & CultureHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving6$411k33%
FY20238$307k88%
FY20223$160k100%
FY20217$703k71%
FY20203$495kn/a
93% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Health$1.1MEducation$438kYouth Development$216kCrime & Legal$100kArts & Culture$27kPhilanthropy$25kFood & Nutrition$25kScience & Tech$20kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 12 grantees
All grantees of Helgeson Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Mass General Brigham Incorporated$500,0002n/a
Nantucket Partnership for Children Inc$225,00022%
Nantucket Boys and Girls Club Inc$216,10041%
Blue Force Strategies Inc$100,000114%
Dexter Southfield Inc$100,00020%
The Kingsley Montessori School Inc$85,00011%
BIG SKY DISCOVERY SCHOOL INC dba BIG SKY DISCOVERY ACADEMY$27,60012%
The American Radio Relay League Inc$27,00010%
Nourish Nantucket Inc$25,00013%
Kingsley Foundation 009009-009$25,00015%
Nantucket Maria Mitchell Association In$20,00011%
Concussion Legacy Foundation Inc$15,00010%

Plus 8 recipients with no EIN on record ($710k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Helgeson Family Foundation supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetNantucket Partnership for Children Inc: $225,000 over 2y, 2.1% of budgetNantucket Boys and Girls Club Inc: $216,100 over 4y, 1.3% of budgetBlue Force Strategies Inc: $100,000 over 1y, 14% of budgetDexter Southfield Inc: $100,000 over 2y, 0.1% of budgetThe Kingsley Montessori School Inc: $85,000 over 1y, 0.7% of budgetBIG SKY DISCOVERY SCHOOL INC dba BIG SKY DISCOVERY ACADEMY: $27,600 over 1y, 1.8% of budgetThe American Radio Relay League Inc: $27,000 over 1y, 0.2% of budgetNourish Nantucket Inc: $25,000 over 1y, 2.6% of budgetKingsley Foundation 009009-009: $25,000 over 1y, 5.4% of budgetNantucket Maria Mitchell Association In: $20,000 over 1y, 1.1% of budgetConcussion Legacy Foundation Inc: $15,000 over 1y, 0.5% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 11.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Bny Mellon Charitable Gift FundMA13.2× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Bny Mellon Charitable Gift Fund · National Philanthropic Trust · Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Helgeson Family Foundation with peer funders

About Helgeson Family Foundation

How much does Helgeson Family Foundation give?
Helgeson Family Foundation reported 6 grants totaling $411,000 in its FY2024 IRS filing. It funded between 3 and 8 organizations a year over FY2020 to FY2023.
What does Helgeson Family Foundation fund?
By grant dollars over FY2020 to FY2024, its largest causes are Health (55%), Education (21%), Youth Development (10%).
Who are Helgeson Family Foundation's largest grantees?
By total granted over FY2020 to FY2024: Mass General Brigham Incorporated ($500k), Nantucket Partnership for Children Inc ($225k), Nantucket Boys and Girls Club Inc ($216k).
Does Helgeson Family Foundation fund new organizations?
In FY2023, 88% of the organizations it funded were first-time grantees.
Does Helgeson Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Helgeson Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Bny Mellon Charitable Gift Fund, National Philanthropic Trust, Vanguard Charitable Endowment Program.
Where is Helgeson Family Foundation based?
Helgeson Family Foundation is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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