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Maryland · 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
3
Organizations funded FY2023
100%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$1,330,140
Largest grant, FY2023
$1,330,140
Organizations funded a year
3 to 37
FY2017 to FY2023
States reached, FY2023
2
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 100% of the organizations The Helena Foundation Inc funded were first-time grantees, receiving 100% of its grant dollars.

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%’18’19’20’21’22’23
RenewedFirst-time

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

’18’19’20’21’22’23
PhilanthropyEnvironmentArts & CultureYouth DevelopmentOther
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
FY20233$4.0M100%
FY202229$2.5M7%
FY202130$2.4M0%
FY202036$2.4M8%
FY201937$2.3M19%
FY201833$2.2M6%
FY201731$1.7Mn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

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

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 31 grantees

What it could do for these grantees

Plus 17 recipients with no EIN on record ($3.4M), not named here.

Where it is load-bearing

The Helena Foundation Inc supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 29 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetLuminis Health Anne Arundel Medical Center Inc: $2,447,286 over 6y, 0.1% 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

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 29.

Nonprofits that may fit its grantmaking

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.

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

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 The Helena Foundation Inc with peer funders

About The Helena Foundation Inc

How much does The Helena Foundation Inc give?
The Helena Foundation Inc reported 3 grants totaling $3,990,420 in its FY2023 IRS filing. It funded between 3 and 37 organizations a year over FY2017 to FY2023.
What does The Helena Foundation Inc fund?
By grant dollars over FY2017 to FY2023, its largest causes are Education (35%), Environment (24%), Philanthropy (15%).
Who are The Helena Foundation Inc's largest grantees?
By total granted over FY2017 to FY2023: Luminis Health Anne Arundel Medical Center Inc ($2.4M), Historic Annapolis Inc ($1.4M), The Blue Waters Foundation ($1.3M).
Does The Helena Foundation Inc fund new organizations?
In FY2023, 100% of the organizations it funded were first-time grantees.
Does The Helena Foundation Inc 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 The Helena Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Community Foundation of Anne Arundel Co, Arts Council of Anne Arundel County Inc, Norman J Fisher and Doris Fisher Foundation.
Where is The Helena Foundation Inc based?
The Helena Foundation Inc is based in MD.

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 49 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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