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Form 990-PFTax year 2025EIN 88-1632335

Helen & Loretta Foundation

A private foundation in Nashville, TN. Its return for tax year 2025 lists 8 grants and $72,040 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), 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

4 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $72,040

    Grants listed
    8
    Assets, end of year
    $1,083,748

  • Tax year 2024

    $76,275

    Grants listed
    11
    Assets, end of year
    $852,087

  • Tax year 2023

    $20,644

    Grants listed
    7
    Assets, end of year
    $912,505

  • Tax year 2022

    $25,000

    Grants listed
    1
    Assets, end of year
    $956,000

Grants paid in 2025

8 grants, largest first

As listed on the return.

  1. B E Academy of SteamNashville, TN

    Scholarship

    $31,000
  2. Templeton AcademyNashville, TN

    Scholarship

    $28,220
  3. Ezell-Harding Christian SchoolAntioch, TN

    Scholarship

    $7,295
  4. The Cathedral of the IncarnationNashville, TN

    Donation

    $4,000
  5. College of Lake CountyGrayslake, IL

    Scholarship

    $1,000
  6. National Multiple SclerosisWashington, DC

    Donation

    $265
  7. Little City FoundationPalatine, IL

    Donation

    $207
  8. American Cancer SocietyChicago, IL

    Donation

    $53

Where the money goes

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

  1. Education1 grant $7,29597% of the total
  2. Human services1 grant $2073% of the total

By State

Grants to organizations with a US address, latest year.

  1. Tennessee4 grants $70,515
  2. Illinois3 grants $1,260
  3. District of Columbia1 grant $265

Officers, directors and trustees

5 people as filed

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

  • John BaumgartPRESIDENT Hours 50Pay $0
  • Sharon BaumgartSECRETARY Hours 50Pay $0
  • Eric BaumgartTREASURER Hours 35Pay $7,000
  • Allison BettenhausenDIRECTOR Hours 35Pay $7,000
  • Anthony BaumgartDIRECTOR Hours 35Pay $7,000

The return

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