The Maryland State Capitol

Form 990-PFTax year 2023EIN 52-1522573

The Helena Foundation Inc

A private foundation in Annapolis, MD. Its return for tax year 2023 lists 3 grants and $4 million paid in grants.

Tax year 2023 (period ending Dec 31, 2023), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2023

    $3,990,420

    Grants listed
    3
    Assets, end of year
    $0
  • Tax year 2022

    $2,791,192

    Grants listed
    30
    Assets, end of year
    $2,508,393
  • Tax year 2021

    $2,608,172

    Grants listed
    31
    Assets, end of year
    $2,767,487
  • Tax year 2020

    $2,624,986

    Grants listed
    37
    Assets, end of year
    $2,690,365
  • Tax year 2019

    $2,577,560

    Grants listed
    38
    Assets, end of year
    $2,775,050
  • Tax year 2018

    $2,455,922

    Grants listed
    34
    Assets, end of year
    $2,967,431

Grants paid in 2023

3 grants, largest first

As listed on the return.

  1. The Blue Waters Foundation IncAnnapolis, MD

    Operating

    $1,330,140
  2. The Dovana Foundation IncWoodland HLS, CA

    Operating

    $1,330,140
  3. The Mhe FoundationincEdgewater, MD

    Operating

    $1,330,140

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking2 grants $2,660,280100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Maryland2 grants $2,660,280
  2. California1 grant $1,330,140

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • James A EarlPRES,TRES,DIR Hours 0.5Pay $0
  • Sylvia EarlVP,SEC,DIR Hours 0.5Pay $0

The return

More foundations

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Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

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  2. The Reis Foundation IncEllicott City, MD 53 grants Preselected only $3,895,000 giving
  3. The Joseph Meyerhoff Fund IncBaltimore, MD 92 grants Accepts applications $4,177,944 giving
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