Funder DirectoryThe Helgeson Foundation
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Private foundation (trust)EIN 464350306Est. 2014-07

The Helgeson Foundation

Minneapolis, MN 55409

Total Assets

$3.5M

FY 2024

Annual Giving

$136K

FY 2024

Grants Made

31

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$500–$11K

Typical

Deadlines

Applications

Focus Areas

Public & Societal Benefit

Financial Snapshot

2024 filing

Total Revenue

$576K

Total Expenses

$210K

Qualifying Distributions

$149K

Distributable Amount

$163K

Min. Investment Return

$170K

Undistributed Income

$149K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

31 grants

Grant sizes from minimum $500 through median $3K to maximum $11K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $160K in 2022. Hover bars for details.

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

Top Recipients

158 grants

Climate Generation
$77K
6 grants
Cedar Cultural Center
$69K
6 grants
Brownbody
$62K
5 grants
Voyageur Outward Bound School
$53K
5 grants
Wilderness Inquiry
$41K
6 grants
WOLF RIDGE ENVIRONMENTAL LEARNING
$40K
4 grants
Twin Cities Jazz Festival
$38K
6 grants
Penumbra Theatre Company Inc
$37K
5 grants

Grant Size Distribution

158 grants

<$10K
142
grants
$10–50K
16
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Minnesota
$854K
99% of total
California
$6K
1% of total

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The Helgeson Foundation — Grants, Financials & Contact | Grantivo