The Helgeson Family Foundation concentrates on a mix of place-based community investments on Nantucket, medical and emergency relief (including specific support for Ukraine), and selective education and youth-serving institutions. Grants are typically sizeable and unrestricted, indicating trust-based general operating support to organizations ranging from local nonprofits to major hospitals and specialized security/response groups. The foundation shows both geographic loyalty to Nantucket-area organizations and responsiveness to international humanitarian needs.
Helgeson Family Foundation C/o Gm Advisory Group gives some of its largest checks as unrestricted support to a small set of repeating community and relief recipients, with Nantucket Partnership for Children receiving $125,000 in 2025 and Blueforce Strategies Inc receiving $100,000 the same year. The pattern points to a funder that backs organizations’ exempt purposes rather than tightly prescribed projects, while also making targeted humanitarian and medical grants. Alongside Nantucket-based youth and family organizations, the foundation has supported Ukraine-related relief through Selfreliance Ukrania and Meest Boston, and it has funded major healthcare institutions such as Massachusetts General Hospital. The grant list also includes support for an independent security and first-responder strategy group and an independent K–12 school, showing a mix of community, health, humanitarian, and institutional giving. Several awards are sizeable relative to the foundation’s annual grants total of $571,000 and assets of $4,091,175, suggesting a concentrated grantmaking approach with a limited number of meaningful awards each year.
A clear community thread runs through the foundation’s support for Nantucket organizations. In 2025, it gave $61,000 to Nantucket Boys & Girls Club and $25,000 to Nantucket Resource Partnership, both as unrestricted support of exempt purpose. Education also appears through a $50,000 grant to Dexter Southfield School in Brookline. Humanitarian and medical relief is another distinct area: Selfreliance Ukrania in Chicago received $69,000 in 2023, and Meest Boston in Stoughton received $41,000 for medical kits for Ukrainian citizens. Healthcare funding is also present through a $50,000 grant to Massachusetts General Hospital in Boston.
Typical grants cluster in a relatively narrow band: the 25th percentile is $45,500, the median is $50,000, and the 75th percentile is $59,500. The foundation’s awards are usually structured as unrestricted support of an organization’s exempt purpose, with at least one in-kind purpose noted for medical kits. The recipient list shows repeated support for some organizations across multiple years, including Massachusetts General Hospital and Nantucket-area nonprofits, which suggests ongoing relationships rather than one-off awards only. The funder is a private family foundation, and it does not fund individuals or make program-related investments.
$411K
$4.1M
$168K
$411K
Most grants fall between $46K and $60K, with a median of $50K.
25th Percentile
$46K
Median
$50K
75th Percentile
$60K
About 0% of grants go to recipients in MA.
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Concentrated giving with relatively few, large grants (many six-figure or high five-figure gifts), a preference for unrestricted/general operating support, a mix of repeat/geographic loyalty to Nantucket grantees and responsive one-off support for urgent humanitarian or institutional needs.
Notable grantees: Nantucket Partnership for Children, Blueforce Strategies Inc, SelfReliance Ukraina, Nantucket Boys & Girls Club, Massachusetts General Hospital
Grantmaking is regional, with all listed grants going to U.S. recipients. Nantucket, Massachusetts appears repeatedly as a recipient city, alongside Boston, Brookline, Chicago, Stoughton, and Virginia Beach. Illinois is the top state by grant count because of the Chicago recipient, while New York, the headquarters state, received 0% of grants. The pattern is anchored in Nantucket-area organizations, but it also reaches other Massachusetts cities and one Virginia recipient.
The recent grants show a mix of Nantucket community nonprofits, medical and emergency relief organizations, healthcare institutions, and education-related recipients. Examples include Nantucket Partnership for Children, Selfreliance Ukrania, Massachusetts General Hospital, Blueforce Strategies Inc, and Dexter Southfield School.
Typical awards are in the $45,500 to $59,500 range, with a median grant size of $50,000. The recent list also includes larger awards such as $125,000 to Nantucket Partnership for Children and $100,000 to Blueforce Strategies Inc.
Yes. The recent grants show repeated support to some recipients across different years, including Massachusetts General Hospital in 2023 and 2025, plus recurring Nantucket-area support through organizations such as Nantucket Partnership for Children and Nantucket Boys & Girls Club.
The foundation gives regionally, with all listed grants going to U.S. recipients. Nantucket, MA appears multiple times, and other recipient cities include Boston, Brookline, Chicago, Stoughton, and Virginia Beach.
The grant list points to Nantucket community and youth services, humanitarian relief for Ukraine, medical support, and education. Recent named recipients include Nantucket Partnership for Children, Selfreliance Ukrania, Meest Boston, Massachusetts General Hospital, and Dexter Southfield School.
2025
Source: IRS Form 990-PF, fiscal year 2025.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| NANTUCKET PARTNERSHIP FOR CHILDREN | NANTUCKET, MA | $125,000 | 2025 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| BLUEFORCE STRATEGIES INC | VIRGINIA BEACH, VA | $100,000 | 2025 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| NANTUCKET BOYS & GIRLS CLUB | NANTUCKET, MA | $61,000 | 2025 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| MASSACHUSETTS GENERAL HOSPITAL | BOSTON, MA | $50,000 | 2025 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| DEXTER SOUTHFIELD SCHOOL | BROOKLINE, MA | $50,000 | 2025 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| NANTUCKET RESOURCE PARTNERSHIP | NANTUCKET, MA | $25,000 | 2025 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| NANTUCKET PARTNERSHIP FOR CHILDREN | NANTUCKET, MA | $100,000 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| DEXTER SOUTHFIELD SCHOOL | BROOKLINE, MA | $50,000 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| MASSACHUSETTS GENERAL HOSPITAL | BOSTON, MA | $50,000 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| NANTUCKET BOYS & GIRLS CLUB | NANTUCKET, MA | $35,100 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| AMERICAN RADIO RELAY LEAGUE INC | NEWINGTON, CT | $27,000 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| NANTUCKET COTTAGE HOSPITAL | NANTUCKET, MA | $20,000 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| CONCUSSION LEGACY FOUNDATION | BOSTON, MA | $15,000 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| ANNS MEMORIAL FUND | NORTH KINGSTOWN, RI | $10,000 | 2024 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| SELFRELIANCE UKRANIA | CHICAGO, IL | $69,000 | 2023 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| MASS GENERAL HOSPITAL | BOSTON, MA | $50,000 | 2023 | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE |
| MEEST BOSTON | STOUGHTON, MA | $41,000 | 2023 | MEDICAL KITS FOR UKRANIAN CITIZENS |
UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
BLUEFORCE STRATEGIES INC
$100,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
MASSACHUSETTS GENERAL HOSPITAL
$50,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
DEXTER SOUTHFIELD SCHOOL
$50,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
DEXTER SOUTHFIELD SCHOOL
$50,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
MASSACHUSETTS GENERAL HOSPITAL
$50,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
AMERICAN RADIO RELAY LEAGUE INC
$27,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
NANTUCKET COTTAGE HOSPITAL
$20,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
ANNS MEMORIAL FUND
$10,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
SELFRELIANCE UKRANIA
$69,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
MASS GENERAL HOSPITAL
$50,000UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE
MEEST BOSTON
$41,000MEDICAL KITS FOR UKRANIAN CITIZENS