Private foundation (trust)EIN 306636804Est. 2020-09
HELGESON FAMILY FOUNDATION
BOSTON, MA 02116
Total Assets
$4.9M
FY 2024
Annual Giving
$411K
FY 2024
Grants Made
6
FY 2024
Avg Grant
$69K
FY 2024
Grant Range
$25K–$125K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$168K
Total Expenses
$411K
Qualifying Distributions
$411K
Distributable Amount
$242K
Min. Investment Return
$244K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
6 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
27 grants
Grant Size Distribution
27 grants
Geographic Focus
7 states
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