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Robert and Mimie Helm Family Charitable Trust D/B/A Helm Family Charitable Trust at a glance

· Private foundation

Robert and Mimie Helm Family Charitable Trust D/B/A Helm Family Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$145k
Granted FY2025still arriving
8
Grants FY2025still arriving
2
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Religion$352kEducation$338kHuman Services$131kArts & Culture$112kSocial Science$33kPublic Benefit$25kFood & Nutrition$21kInternational$20kOther$0
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k2 grants · $8k
  • $10k–50k5 grants · $87k
  • $50k–250k1 grant · $50k
$17,000
Median grant
2
States reached
$3.1M
Total assets
Largest grants
RecipientAmount
ARCHDIOCESE OF BALTIMORE$50,000
ST LOUIS ROMAN CATHOLIC CHURCH$25,000
ST VINCENT DE PAUL SOCIETY OF BALTIMORE$20,000
SISTERS ACADEMY OF BALTIMORE$17,000
LITTLE SISTERS OF THE POOR SERVICE CORPORATION$15,000
MARYLAND PROVINCE JESUITS$10,000
JESUITS MIDWEST PROVINCE (USA MIDWEST PROVINCE OF THE SOCIETY OF JESUS INC)$5,000
FUEL FUND OF MARYLAND$2,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–25, $36k) land where the poverty rate runs at 19%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%HUDSON GUILD: $1k → 17%ST VINCENT DE PAUL SOCIETY OF BALTIMORE: $20k → 19%ST VINCENT DE PAUL SOCIETY OF BALTIMORE: $15k → 19%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
MA
PA
NJ
CO
VA
MD
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

74%of every dollar goes to organizations it has funded before.
$791k · 23 repeat orgs$279k to everyone else

Grantees it renews have grown median revenue +64% since the first grant, against +55% for those funded once.

23 repeat relationships: 5 still active in FY2025, 18 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

23
37

Total granted

$791k
$234k

Median revenue growth · since first grant

+64%
+55%

Still filing today

48%
30%

New vs renewed · share of each year

In FY2025, 69% of grant dollars renewed an existing relationship; $45k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationSocial ScienceArts & CultureHuman ServicesCommunity ImprovementFood & NutritionOther
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.

Backed again, and grew

  • THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION
    4× · 2020–2023 · $108k · revenue +112%
  • SV
    ST VINCENT DE PAUL OF BALTIMORE INC
    2× · 2024–2025 · $35k · revenue +16%
  • TM
    THE MARYLAND FOOD BANK INC
    5× · 2017–2021 · $20k · revenue +57%

Funded once

  • TT
    THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGYgraduated
    one grant, 2021 · $44k · revenue +54%
  • MP
    MARYLAND PROVINCE OF THE SOCIETY OF JESUS
    one grant, 2022 · $28k
  • BC
    BALTIMORE COUNCIL ON FORE
    one grant, 2023 · $25k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
Seton Hall University

Seton hall university is a catholic institution of higher education

—
3
The George Washington University

The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…

Education
4
The Catholic University of America

As the national university of the catholic church in the united states, founded and sponsored by the bishops of the country with the approval of the holy see, the catholic university of america is committed to being a comprehensive…

Education
5
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
6
St Mary's University

St. marys university, as a catholic marianist university, fosters the formation of people in faith and educates leaders for the common good through community, integrated liberal arts and professional education, and academic excellence.

—
7
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
8
Marymount University

Marymount is a nationally ranked comprehensive catholic university, guided by the traditions of the religious of the sacred heart of mary, that emphasizes intellectual curiosity, service to others, and a global perspective. a marymount…

—
9
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
10
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
11
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
12
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Trustees of the Stevens Institute of Technology; the most unlike its peers is The Maryland Food Bank Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 24 of the 64 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
24/24
Grantees still filing
21/24
Grew since first funded

Where the money sits, by cause and then by grantee

NOTRE DAME PREPARATORY SCHOOL: $155,000 · OtherNOTRE DAME PREPARATORY SCHOOLARCHDIOCESE OF BALTIMORE: $130,000 · OtherARCHDIOCESE OF BALTIMOREST VINCENT DE PAUL SOCIETY: $63,000 · OtherST VINCENT DE PAUL SOCIETYOUR LADY OF THE ANGELS PROVINCE: $60,000 · OtherOUR LADY OF THE ANGELS PROVINCEHOWARD COMMUNITY COLLEGE FOUNDATION: $50,000 · OtherHOWARD COMMUNITY COLLEGE FOUNDATIONSISTERS ACADEMY OF BALTIMORE INC: $48,500 · OtherSISTERS ACADEMY OF BALTIMORE INCMARYLAND PROVINCE OF THE SOCIETY OF JESUS: $27,500 · Other+42 more: $271,750 · Other+42 moreTHE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION: $107,500 · Arts & CultureTHE MOUNT V…+1 more: $2,500 · Arts & CultureTHE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY: $44,000 · EducationHOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC: $10,000 · EducationJOHNS HOPKINS UNIVERSITY: $7,500 · EducationAugustine Institute Inc: $5,000 · EducationADOPT A STUDENT FOUNDATION: $3,500 · Education+2 more: $2,000 · EducationST VINCENT DE PAUL OF BALTIMORE INC: $35,000 · Human Services+1 more: $1,000 · Human ServicesTHE BALTIMORE COUNCIL ON FOREIGN AFFAIRS INCORPORATED: $17,500 · InternationalAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: $10,000 · Social ScienceThe Becket Fund: $5,000 · Social ScienceFUEL FUND OF MARYLAND INC: $14,500 · Housing & Shelter
Other$805,750Arts & Culture$110,000Education$72,000Human Services$36,000International$17,500Social Science$15,000Housing & Shelter$14,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION: $107,500 over 4y, 0.1% of budgetTHE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY: $44,000 over 1y, 0.0% of budgetST VINCENT DE PAUL OF BALTIMORE INC: $35,000 over 2y, 0.1% of budgetTHE MARYLAND FOOD BANK INC: $20,000 over 5y, 0.0% of budgetTHE BALTIMORE COUNCIL ON FOREIGN AFFAIRS INCORPORATED: $17,500 over 5y, 4.5% of budgetLITTLE SISTERS OF THE POOR SERVICE CORPORATION: $15,000 over 1y, 1.1% of budgetFUEL FUND OF MARYLAND INC: $14,500 over 8y, 0.1% of budgetHudson Institute Inc: $12,500 over 2y, 0.1% of budgetAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: $10,000 over 1y, 0.0% of budgetHOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC: $10,000 over 1y, 0.3% of budgetHome for the Aged of Little Sisters of the Poor: $8,000 over 2y, 30% of budgetJOHNS HOPKINS UNIVERSITY: $7,500 over 3y, 0.0% of budgetThe Becket Fund: $5,000 over 2y, 0.0% of budgetAugustine Institute Inc: $5,000 over 1y, 0.0% of budgetADOPT A STUDENT FOUNDATION: $3,500 over 2y, 0.1% of budgetSECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY: $2,500 over 1y, 0.6% of budgetINNOVATION WORKS INC: $2,500 over 1y, 0.5% of budgetHUDSON GUILDINC: $1,000 over 1y, 0.0% of budgetTHOMAS MORE SOCIETY: $1,000 over 1y, 0.0% of budgetUNITED NEGRO COLLEGE FUND INC: $1,000 over 1y, 0.0% of budgetHILLSDALE COLLEGE: $1,000 over 1y, 0.0% of budgetUNITED SERVICE ORGANIZATIONS INC: $1,000 over 1y, 0.0% of budgetHELPING UP MISSION INC: $1,000 over 1y, 0.0% of budgetMEALS ON WHEELS OF CENTRAL MARYLANDINC: $500 over 2y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION ↗
  • Who funds THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY ↗
  • Who funds ST VINCENT DE PAUL OF BALTIMORE INC ↗
  • Who funds THE MARYLAND FOOD BANK INC ↗
  • Who funds THE BALTIMORE COUNCIL ON FOREIGN AFFAIRS INCORPORATED ↗
  • Who funds LITTLE SISTERS OF THE POOR SERVICE CORPORATION ↗
  • Who funds FUEL FUND OF MARYLAND INC ↗
  • Who funds Hudson Institute Inc ↗
  • Who funds AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH ↗
  • Who funds HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC ↗
  • Who funds Home for the Aged of Little Sisters of the Poor ↗
  • Who funds JOHNS HOPKINS UNIVERSITY ↗
  • Who funds The Becket Fund ↗
  • Who funds Augustine Institute Inc ↗
  • Who funds ADOPT A STUDENT FOUNDATION ↗
  • Who funds SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY ↗

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.

T Rowe Price Program …Dr Frank C Marino Fou…The Marion I & Henry …The Abell Foundation …Baltimore Community F…The United Way of Cen…Brown Advisory Charit…Annie E Casey Foundat…American Endowment Fo…Jpmorgan Chase Founda…National Philanthropi…Charities Aid Foundat…
T Rowe Price Program for Charitable Giving IncMD19.2× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: T Rowe Price Program for Charitable Giving Inc · Dr Frank C Marino Foundation Inc · The Marion I & Henry J Knott Foundation Inc · The Abell Foundation Inc · Baltimore Community Foundation Inc · The United Way of Central Maryland Inc · Brown Advisory Charitable Foundation Inc · Annie E Casey Foundation Inc · American Endowment Foundation · Jpmorgan Chase Foundation · National Philanthropic Trust · Charities Aid Foundation America

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.

How much its grantees rely on government

Each dot is one organization Robert and Mimie Helm Family Charitable Trust D/B/A Helm Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Robert and Mimie Helm Family Charitable Trust D/B/A Helm Family Charitable Trust. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 70%2%8%17%30%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 12%
  • St Vincent De Paul of Baltimore Inc: 47% of income from government
  • The Trustees of the Stevens Institute of Technology: 12% of income from government
  • Johns Hopkins University: 11% of income from government
  • Helping Up Mission Inc: 4% of income from government
no gov moneyreceives it· size = income
7get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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 64 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Robert and Mimie Helm Family Charitable Trust D/B/A Helm Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home