Funder DirectoryTHE HELENA FOUNDATION INC
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EIN 521522573

THE HELENA FOUNDATION INC

ANNAPOLIS, MD 21401

Total Assets

FY 2023

Annual Giving

$4.0M

FY 2023

Grants Made

3

FY 2023

Avg Grant

$1.3M

FY 2023

Grant Range

$1.3M–$1.3M

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$3K

Total Expenses

$4.0M

Qualifying Distributions

$4.0M

Distributable Amount

$595K

Min. Investment Return

$595K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $4.0M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

135 grants

ANNE ARUNDEL MEDICAL CENTER
$1.8M
4 grants
THE MHE FOUNDATIONINC
$1.3M
1 grant
THE DOVANA FOUNDATION INC
$1.3M
1 grant
THE BLUE WATERS FOUNDATION INC
$1.3M
1 grant
HISTORIC ANNAPOLIS
$1.0M
4 grants
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
$986K
4 grants
ENOCH PRATT FREE LIBRARY
$862K
4 grants
WHEELOCK COLLEGE
$817K
4 grants

Grant Size Distribution

135 grants

<$10K
40
grants
$10–50K
45
grants
$50–250K
37
grants
$250K–1M
10
grants
$1–5M
3
grants
$5M+

Geographic Focus

7 states

Maryland
$10.2M
71% of total
Massachusetts
$1.8M
13% of total
California
$1.3M
9% of total
District of Columbia
$712K
5% of total
Nebraska
$161K
1% of total
Minnesota
$103K
1% of total
Florida
$101K
1% of total

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THE HELENA FOUNDATION INC — Grants, Financials & Contact | Grantivo