Grants paid by Helgeson Family Foundation C/O Wealthspire Advisors
EIN 30-6636804 · Boston, NY · Form 990-PF, Part XV · NTEE T20
Helgeson Family Foundation C/O Wealthspire Advisors of Boston, NY (EIN 30-6636804) reported 27 grants paid totaling $2,075,700 to 20 recipients in tax years 2020–2024, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$2,075,700
27 grants
Recipients
20
distinct organizations
Tax years
2020–2024
5 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2020 | 3 | $495,000 | — |
| 2021 | 7 | $702,600 | — |
| 2022 | 3 | $160,000 | — |
| 2023 | 8 | $307,100 | — |
| 2024 | 6 | $411,000 | — |
Top recipients
The 20 recipients receiving the most from Helgeson Family Foundation C/O Wealthspire Advisors, by grants paid, out of 20 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Brigham and Womens Hospital 04-2312909 | C | Canton, MA | 2 | $500,000 | 2021 |
| St Jude Research Hospital | U | Newton, MA | 1 | $350,000 | 2021 |
| Nantucket Partnership for Children 22-2957434 | B | Nantucket, MA | 2 | $225,000 | 2024 |
| Nantucket Boys & Girls Club 04-6114678 | B | Nantucket, MA | 4 | $216,100 | 2024 |
| Blueforce Strategies Inc 87-4362231 | B | Virginia Beach, VA | 1 | $100,000 | 2024 |
| Massachusetts General Hospital 04-1564655 | C | Boston, MA | 2 | $100,000 | 2024 |
| Dexter Southfield School 04-2104152 | C | Brookline, MA | 2 | $100,000 | 2024 |
| Kingsley Montessori School 04-2104370 | B | Boston, MA | 1 | $85,000 | 2021 |
| Nantucket Cottage Hospital Development | U | Nantucket, MA | 1 | $70,000 | 2021 |
| Selfreliance Ukrania | U | Chicago, IL | 1 | $69,000 | 2022 |
| Mass General Hospital | U | Boston, MA | 1 | $50,000 | 2022 |
| Meest Boston | U | Stoughton, MA | 1 | $41,000 | 2022 |
| Big Sky Discovery Academy 47-1605234 | D | Gallatin Gateway, MT | 1 | $27,600 | 2021 |
| American Radio Relay League Inc 06-6000004 | B | Newington, CT | 1 | $27,000 | 2023 |
| Kingsley Foundation | U | Wilmington, DE | 1 | $25,000 | 2020 |
| Nantucket Resource Partnership | U | Nantucket, MA | 1 | $25,000 | 2024 |
| Nantucket Cottage Hospital 04-2103823 | C | Nantucket, MA | 1 | $20,000 | 2023 |
| Nantucket Maria Mitchell Association 04-2129139 | C | Nantucket, MA | 1 | $20,000 | 2021 |
| Concussion Legacy Foundation 77-0689904 | B | Boston, MA | 1 | $15,000 | 2023 |
| Anns Memorial Fund | U | North Kingstown, RI | 1 | $10,000 | 2023 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 27 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2024 | Nantucket Partnership for Children Nantucket, MA | B | $125,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202503119349101730 |
| 2024 | Blueforce Strategies Inc Virginia Beach, VA | B | $100,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202503119349101730 |
| 2024 | Nantucket Boys & Girls Club Nantucket, MA | B | $61,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202503119349101730 |
| 2024 | Dexter Southfield School Brookline, MA | C | $50,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202503119349101730 |
| 2024 | Massachusetts General Hospital Boston, MA | C | $50,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202503119349101730 |
| 2024 | Nantucket Resource Partnership Nantucket, MA | U | $25,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202503119349101730 |
| 2023 | Nantucket Partnership for Children Nantucket, MA | B | $100,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2023 | Dexter Southfield School Brookline, MA | C | $50,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2023 | Massachusetts General Hospital Boston, MA | C | $50,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2023 | Nantucket Boys & Girls Club Nantucket, MA | B | $35,100 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2023 | American Radio Relay League Inc Newington, CT | B | $27,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2023 | Nantucket Cottage Hospital Nantucket, MA | C | $20,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2023 | Concussion Legacy Foundation Boston, MA | B | $15,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2023 | Anns Memorial Fund North Kingstown, RI | U | $10,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202423209349102067 |
| 2022 | Selfreliance Ukrania Chicago, IL | U | $69,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202301179349100815 |
| 2022 | Mass General Hospital Boston, MA | U | $50,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202301179349100815 |
| 2022 | Meest Boston Stoughton, MA | U | $41,000 | paid | MEDICAL KITS FOR UKRANIAN CITIZENS | 202301179349100815 |
| 2021 | St Jude Research Hospital Newton, MA | U | $350,000 | paid | HOSPITAL SUPPORT | 202231549349100603 |
| 2021 | Brigham and Womens Hospital Canton, MA | C | $100,000 | paid | HOSPITAL SUPPORT | 202231549349100603 |
| 2021 | Kingsley Montessori School Boston, MA | B | $85,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202231549349100603 |
| 2021 | Nantucket Cottage Hospital Development Nantucket, MA | U | $70,000 | paid | HOSPITAL SUPPORT | 202231549349100603 |
| 2021 | Nantucket Boys & Girls Club Nantucket, MA | B | $50,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202231549349100603 |
| 2021 | Big Sky Discovery Academy Gallatin Gateway, MT | D | $27,600 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202231549349100603 |
| 2021 | Nantucket Maria Mitchell Association Nantucket, MA | C | $20,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202231549349100603 |
| 2020 | Brigham and Womens Hospital Canton, MA | C | $400,000 | paid | HOSPITAL SUPPORT | 202131339349103148 |
| 2020 | Nantucket Boys & Girls Club Nantucket, MA | B | $70,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202131339349103148 |
| 2020 | Kingsley Foundation Wilmington, DE | U | $25,000 | paid | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE | 202131339349103148 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2024 | 2024-12-31 | not stated | 2024v5.2 | 202503119349101730 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v5.1 | 202423209349102067 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202301179349100815 |
| 990PF | 2021 | 2021-12-31 | not stated | 2021v4.2 | 202231549349100603 |
| 990PF | 2020 | 2020-12-31 | not stated | 2020v4.1 | 202131339349103148 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/306636804.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.