Private foundation (trust)EIN 881632335Est. 2023-02
HELEN & LORETTA FOUNDATION
NASHVILLE, TN 37219
Total Assets
$930K
FY 2023
Annual Giving
$21K
FY 2023
Grants Made
7
FY 2023
Avg Grant
$3K
FY 2023
Grant Range
$53–$10K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$17K
Total Expenses
$61K
Qualifying Distributions
$21K
Distributable Amount
$41K
Min. Investment Return
$42K
Undistributed Income
$35K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
7 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
2 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
8 grants
Grant Size Distribution
8 grants
Geographic Focus
4 states
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