Helen & Loretta Foundation
Preselected recipients only
Helen & Loretta Foundation is a private foundation in Nashville, Tennessee. In tax year 2025 it gave $72,040 in 8 grants; the typical grant was $2,500 and the largest $31,000. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$72,040
- Number of grants8
- Typical grant$2,500
- Largest grant$31,000
- Assets$1.1 million
- New grantees25%
Giving in 2025 was down from $76,275 the year before.
25% of its 2025 grantees had not received a grant from it the year before, a mix of repeat and new grantees.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $20,644 | 7 | $930,151 |
| 2024 | $76,275 | 11 | $859,956 |
| 2025 | $72,040 | 8 | $1.1 million |
How to apply
Helen & Loretta Foundation says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What Helen & Loretta Foundation funds
Where it gives
Its grants went to recipients in 3 states, the most to Tennessee.
| State | Grants | Amount |
|---|---|---|
| Tennessee | 4 | $70,515 |
| Illinois | 3 | $1,260 |
| District of Columbia | 1 | $265 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| B E Academy of Steam | Scholarship | $31,000 |
| Templeton Academy | Scholarship | $28,220 |
| Ezell-Harding Christian School | Scholarship | $7,295 |
| The Cathedral of the Incarnation | Donation | $4,000 |
| College of Lake County | Scholarship | $1,000 |
| National Multiple Sclerosis | Donation | $265 |
| Little City Foundation | Donation | $207 |
| American Cancer Society | Donation | $53 |
Officers and trustees
- John Baumgart
- Sharon Baumgart
- Eric Baumgart
- Allison Bettenhausen
- Anthony Baumgart
Questions people ask
Does Helen & Loretta Foundation accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Helen & Loretta Foundation give?
$72,040 in tax year 2025, across 8 grants, with a typical grant of $2,500.
Who runs Helen & Loretta Foundation?
Its 2025 filing lists John Baumgart (President), Sharon Baumgart (Secretary), Eric Baumgart (Treasurer) and Allison Bettenhausen (Director) among 5 officers and trustees.
What does Helen & Loretta Foundation fund?
Based on its grants, mainly education and health.