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· Private foundation

The Helena Foundation Inc

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$4.0M
Granted FY2023
3
Grants FY2023
2
States reached
$1.3M
Largest
01What you fund
0198% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172023.

Education$6.6MEnvironment$4.5MPhilanthropy$2.8MArts & Culture$2.6MHealth$2.4MYouth Development$55kHousing & Shelter$25kOther$0
02FY2023 · 3 grants

Where the money goes

Your grants by size, and where they go.

$1,330,140
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
THE DOVANA FOUNDATION INC$1,330,140
THE MHE FOUNDATIONINC$1,330,140
THE BLUE WATERS FOUNDATION INC$1,330,140
02The need
03

Do your dollars go where the need is?

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

show:

Dollar for dollar, your grants (FY17–23) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 32% of your dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $362k → 8%WHEELOCK COLLEGE: $261k → 16%THE DOVANA FOUNDATION INC: $1.3M → 14%TRUST FOR PUBLIC LAND: $237k → 14%ENOCH PRATT FREE LIBRARY: $254k → 19%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $258k → 8%WHEELOCK COLLEGE: $202k → 16%TRUST FOR PUBLIC LAND: $228k → 14%ENOCH PRATT FREE LIBRARY: $247k → 19%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $251k → 8%WHEELOCK COLLEGE: $202k → 16%TRUST FOR PUBLIC LAND: $211k → 14%ENOCH PRATT FREE LIBRARY: $206k → 19%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $250k → 8%WHEELOCK COLLEGE: $201k → 16%TRUST FOR PUBLIC LAND: $199k → 14%ENOCH PRATT FREE LIBRARY: $205k → 19%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $248k → 8%WHEELOCK COLLEGE: $152k → 16%TRUST FOR PUBLIC LAND: $180k → 14%ENOCH PRATT FREE LIBRARY: $204k → 19%MASSACHUSETTS INSTITUTE OF TECHNOLOGY: $236k → 8%ENOCH PRATT FREE LIBRARY: $203k → 19%THE BLUE WATERS FOUNDATION INC: $1.3M → 6%CHESAPEAKE BAY FOUNDATION: $214k → 6%CHESAPEAKE BAY FOUNDATION: $208k → 6%CHESAPEAKE BAY FOUNDATION: $206k → 6%CHESAPEAKE BAY FOUNDATION: $181k → 6%CHESAPEAKE BAY FOUNDATION: $147k → 6%WATERSHED STEWARDS ACADEMY: $125k → 6%ANNE ARUNDEL MEDICAL CENTER: $510k → 6%ANNE ARUNDEL MEDICAL CENTER: $507k → 6%ANNE ARUNDEL MEDICAL CENTER: $429k → 6%ANNE ARUNDEL MEDICAL CENTER: $372k → 6%ANNE ARUNDEL MEDICAL CENTER: $355k → 6%HISTORIC ANNAPOLIS: $318k → 6%HISTORIC ANNAPOLIS: $312k → 6%ANNE ARUNDEL MEDICAL CENTER: $274k → 6%HISTORIC ANNAPOLIS: $253k → 6%CHESAPEAKE CONSERVACY: $208k → 6%HISTORIC ANNAPOLIS: $207k → 6%CHESAPEAKE CONSERVACY: $204k → 6%CHESAPEAKE CONSERVACY: $200k → 6%CHESAPEAKE CONSERVACY: $182k → 6%HISTORIC ANNAPOLIS: $160k → 6%MD HALL FOR CREATIVE ARTS: $151k → 6%CHESAPEAKE CONSERVACY: $150k → 6%THE MHE FOUNDATIONINC: $1.3M → 6%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

76%of every dollar goes to organizations you’ve funded before.
$13M · 42 repeat orgs$4.1M to everyone else

42 repeat relationships — 0 still active in FY2023, 42 since wound down; 3 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

42
3

Total granted

$13M
$131k

Still filing today

60%
0%

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $4.0M went to new ones.

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

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

’17’18’19’20’21’22’23
EnvironmentArts & CulturePhilanthropyEducationHealthYouth DevelopmentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • LH
    LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC
    6× · 2017–2022 · $2.4M · revenue +40%
  • HA
    HISTORIC ANNAPOLIS INC
    6× · 2017–2022 · $1.4M · revenue +144%
  • EP
    ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY
    6× · 2017–2022 · $1.3M · revenue +37%

Funded once

  • TE
    THE EARL FAMILY CHARITABLE FUND
    one grant, 2022 · $101k
  • HH
    HAMMOND-HARWOOD HOUSE
    one grant, 2022 · $25k
  • AF
    AMERICAN FRIENDS OF HUMBOLDT FOUNDATION
    one grant, 2018 · $5k

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Annapolis Maritime Museum Inc

The annapolis maritime museum educates youth and adults about the annapolis areas rich maritime heritage and the ecology of the chesapeake bay through programs, exhibits, and community events. continued on schedule o

2
Maryland Lyric Opera
Arts & Culture
3
Middle Patuxent Environmental Foundation
Philanthropy
4
Classic Theatre of Maryland Inc

Classic Theatre of Marylands mission is to produce bold re-imagined entertaining and accessible interpretations of classical works contemporary plays and musicals with a core commitment to the works of Shakespeare and other major…

Arts & Culture
5
Baltimore Concert Opera Inc

Opera baltimore creates a thrilling, meaningful shared experience between our audience and our artists. our streamlined format focuses on the primary element of opera: the unamplified human voice. featuring top flight professional opera…

Arts & Culture
6
Center Stage Associates Inc

See schedule o.inspired by our home city, baltimore center stage acts as a cultural catalyst for all communities to access theater in every form and engage in compelling conversations. programming: capture the collective imagination and…

Arts & Culture
7
Blue Water Baltimore

To restore the quality of baltimore's rivers, streams and harbor to foster a healthy environment, a strong economy, and thriving communities.

Environment
8
The Potomac Conservancy Inc

Potomac conservancy safeguards the land and waters of the potomac river and its tributaries and connects people to this national treasure.

Environment
9
Greater Annapolis Ballet

Our mission is to inspire young artists and ensure an everlasting love of dance. GAB provides a healthy and nourishing environment with a strong focus on classical ballet, while exploring other techniques to shape well-rounded dancers. We…

Human Services
10
Maryland Opera Inc

The mission of maryland opera, inc is (1) the promotion, production and performance in a variety of venues, of live opera experiences to audiences of all ages and backgrounds, (11) the creation and continuation of opera education and…

Philanthropy
11
Chesapeake Bay Trust

Chesapeake bay trust is a public, nonprofit grant-making organization created to promote public awareness of and participation in the restoration and protection of the chesapeake bay and its tributaries. (see schedule o for continuation)…

12
Shriver Hall Concert Series Inc

Shriver hall concert series's mission is to enrich the baltimore community through outstanding chamber music and recital experiences.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Forever Maryland Inc and the most unlike its peers is The Blue Waters Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 42 years old; the field is 19. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%0%<5yr14%4%5–10yr18%14%10–20yr18%25%20–35yr14%29%35–55yr17%29%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr14%0%5–10yr18%8%10–20yr18%21%20–35yr14%23%35–55yr17%48%55yr+

The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund
0.0%0/32
the rest of the field
12%
3,471/28,541

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 30 of the 49 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
28/30
Grantees still filing
25/30
Grew since you first funded

Where your money sits — by cause, then by grantee

THE MHE FOUNDATIONINC — $1,330,140 · OtherTHE MHE FOUNDATIONINCWHEELOCK COLLEGE — $1,119,279 · OtherWHEELOCK COLLEGEUNIV OF MD AT BALTIMORE — $511,144 · OtherUNIV OF MD AT BALTIMOREWATERSHED STEWARDS ACADEMY — $413,843 · OtherWATERSHED STEWARDS ACADEMYMD HALL FOR CREATIVE ARTS — $261,315 · OtherMD HALL FOR CREATIVE ARTSUNIVERSITY OF NEBRASKA — $236,427 · OtherUNIV OF MINNESOTA — $173,517 · Other+16 more — $634,477 · Other+16 moreCHESAPEAKE BAY FOUNDATION INC — $1,057,412 · EnvironmentCHESAPEAKE BAY FOUNDATI…THE TRUST FOR PUBLIC LAND — $1,055,308 · EnvironmentTHE TRUST FOR PUBLIC LA…CHESAPEAKE CONSERVANCY INC — $984,638 · EnvironmentCHESAPEAKE CONSERVANCY …EASTERN SHORE LAND CONSERVANCY INC — $408,535 · EnvironmentEASTERN SHORE LAND CONS…SCENIC RIVERS LAND TRUST INC — $221,956 · EnvironmentSCENIC RIVERS LAND TRUS…+5 more — $283,158 · Environment+5 moreMassachusetts Institute of Technology — $1,606,564 · EducationMassachusetts Inst…ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY — $1,319,342 · EducationENOCH PRATT FREE L…ST JOHN'S COLLEGE — $205,511 · EducationST JOHN'S COLLEGETHE BLUE WATERS FOUNDATION — $1,330,140 · PhilanthropyTHE BLUE WATERS …THE DOVANA FOUNDATION INC — $1,330,140 · PhilanthropyTHE DOVANA FOUND…ARTS COUNCIL OF ANNE ARUNDEL COUNTY INC — $104,000 · PhilanthropyLUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC — $2,447,286 · HealthLUMINIS HEALTH…HISTORIC ANNAPOLIS INC — $1,370,836 · Arts & CultureHISTORIC ANN…ANNAPOLIS OPERA COMPANY — $283,534 · Arts & CultureANNAPOLIS OP…ANNAPOLIS SYMPHONY ORCHESTRA INC — $135,000 · Arts & CultureANNAPOLIS SY…FOUNDRY GALLERY LTD — $75,000 · Arts & CultureBallet Theatre of Maryland Inc — $70,000 · Arts & Culture+3 more — $131,263 · Arts & Culture+3 moreSEEDS 4 SUCCESS INC — $17,000 · Youth Development
Other$4,680,142Environment$4,011,007Education$3,131,417Philanthropy$2,764,280Health$2,447,286Arts & Culture$2,065,633Youth Development$17,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetLUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC — $2,447,286 over 6y, 0.1% of budgetMassachusetts Institute of Technology — $1,606,564 over 6y, 0.0% of budgetHISTORIC ANNAPOLIS INC — $1,370,836 over 6y, 7.5% of budgetTHE BLUE WATERS FOUNDATION — $1,330,140 over 1y, 6.2% of budgetTHE DOVANA FOUNDATION INC — $1,330,140 over 1y, 6.2% of budgetENOCH PRATT FREE LIBRARY OF BALTIMORE CITY — $1,319,342 over 6y, 0.4% of budgetWHEELOCK COLLEGE — $1,119,279 over 6y, 0.2% of budgetCHESAPEAKE BAY FOUNDATION INC — $1,057,412 over 6y, 0.7% of budgetTHE TRUST FOR PUBLIC LAND — $1,055,308 over 5y, 0.2% of budgetCHESAPEAKE CONSERVANCY INC — $984,638 over 6y, 3.5% of budgetEASTERN SHORE LAND CONSERVANCY INC — $408,535 over 5y, 4.5% of budgetANNAPOLIS OPERA COMPANY — $283,534 over 6y, 10% of budgetSCENIC RIVERS LAND TRUST INC — $221,956 over 5y, 34% of budgetST JOHN'S COLLEGE — $205,511 over 5y, 0.1% of budgetANNAPOLIS SYMPHONY ORCHESTRA INC — $135,000 over 6y, 2.0% of budgetARTS COUNCIL OF ANNE ARUNDEL COUNTY INC — $104,000 over 6y, 1.9% of budgetFOREVER MARYLAND INC — $98,658 over 4y, 9.6% of budgetTHE SEVERN RIVER ASSOCIATION INC — $80,000 over 4y, 13% of budgetFOUNDRY GALLERY LTD — $75,000 over 4y, 26% of budgetBallet Theatre of Maryland Inc — $70,000 over 3y, 2.9% of budgetLAND TRUST ALLIANCE INC — $56,000 over 6y, 0.1% of budgetCHESAPEAKE ARTS CENTER INC — $55,000 over 4y, 1.7% of budgetCREATING COMMUNITIES CORPORATION — $55,000 over 6y, 9.4% of budgetLyric Foundation Inc — $48,263 over 2y, 0.5% of budgetCHESAPEAKE LEGAL ALLIANCE INC — $38,000 over 4y, 3.3% of budgetMARYLAND FEDERATION OF ART INC — $35,000 over 3y, 3.8% of budgetEXPLORATION SCHOOL INC — $30,000 over 3y, 0.6% of budgetTHE ANNAPOLIS CHORALE INC — $28,000 over 4y, 2.1% of budgetSEEDS 4 SUCCESS INC — $17,000 over 2y, 2.7% of budgetANNAPOLIS GREEN INC — $10,500 over 6y, 1.9% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

  • Who funds LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC
  • Who funds Massachusetts Institute of Technology
  • Who funds HISTORIC ANNAPOLIS INC
  • Who funds THE BLUE WATERS FOUNDATION
  • Who funds THE DOVANA FOUNDATION INC
  • Who funds ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY
  • Who funds WHEELOCK COLLEGE
  • Who funds CHESAPEAKE BAY FOUNDATION INC
  • Who funds THE TRUST FOR PUBLIC LAND
  • Who funds CHESAPEAKE CONSERVANCY INC
  • Who funds EASTERN SHORE LAND CONSERVANCY INC
  • Who funds ANNAPOLIS OPERA COMPANY
  • Who funds SCENIC RIVERS LAND TRUST INC
  • Who funds ST JOHN'S COLLEGE
  • Who funds ANNAPOLIS SYMPHONY ORCHESTRA INC
  • Who funds ARTS COUNCIL OF ANNE ARUNDEL COUNTY INC
  • Who funds FOREVER MARYLAND INC
  • Who funds THE SEVERN RIVER ASSOCIATION INC
  • Who funds FOUNDRY GALLERY LTD
  • Who funds Ballet Theatre of Maryland Inc
  • Who funds LAND TRUST ALLIANCE INC
  • Who funds CHESAPEAKE ARTS CENTER INC
  • Who funds CREATING COMMUNITIES CORPORATION
  • Who funds Lyric Foundation Inc
  • Who funds CHESAPEAKE LEGAL ALLIANCE INC
  • Who funds MARYLAND FEDERATION OF ART INC
  • Who funds EXPLORATION SCHOOL INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Community Foundation of Anne Arundel CoMD30.1× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Anne Arundel Co · Arts Council of Anne Arundel County Inc · Norman J Fisher and Doris Fisher Foundation · The Jm Kaplan Fund Inc · Anne Arundel Economic Development Corporation · The Mhe Foundation Inc · The Keith Campbell Foundation for the Environment Inc · Schuh Family Foundation Inc · Dea Code Family Foundation Inc · The Dealy Foundation Inc · Chesapeake Bay Trust · Land Trust Alliance Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Helena Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 80%3%10%23%40%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 27%
  • Eastern Shore Land Conservancy Inc100% of income from government
  • Seeds 4 Success Inc48% of income from government
  • Historic Annapolis Inc45% of income from government
  • Massachusetts Institute of Technology35% of income from government
  • Arts Council of Anne Arundel County Inc33% of income from government
  • Chesapeake Conservancy Inc27% of income from government
  • Chesapeake Arts Center Inc7% of income from government
  • Ballet Theatre of Maryland Inc6% of income from government
  • Lyric Foundation Inc6% of income from government
  • Chesapeake Bay Foundation Inc2% of income from government
  • St John's College2% of income from government
  • Luminis Health Anne Arundel Medical Center Inc0% of income from government
no gov moneyreceives it· size = income
8get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY2025

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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 49 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph