Nonprofit · EIN 13-3051739
GRACE & BERT LYTELL & HELEN MENKEN FNDTN
Tax-exempt · WHITE PLAINS, NY 10601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,550 | $17,517 | -$5,967 | $202,949 | $0 | $202,949 |
| December 31, 2024 | 990-PF | $14,891 | $17,294 | -$2,403 | $208,916 | $0 | $208,916 |
| December 31, 2023 | 990-PF | $11,753 | $15,919 | -$4,166 | $211,319 | $0 | $211,319 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,287
- Interest
- $95
- Net gain from sales of assets
- $3,168
Expenses
- Grants and similar amounts paid
- $11,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $12,913
- Excise tax on investment income
- $97
Balance sheet and other
- Total assets, start of year
- $208,916
- Total assets, end of year
- $202,949
- Total liabilities, end of year
- $0
- Net assets, end of year
- $202,949
- Fair market value of assets
- $253,692
- Qualifying distributions
- $12,913
- Net investment income
- $11,550
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA G KLEIN 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., PRESIDENT | 1 | $0 |
| JASON KLEIN 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., VICE PRES/TREASURER | 1 | $0 |
| ZOE KLEIN HENRIQUEZ 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., VICE PRES/SECRETARY | 1 | $0 |
| KATHLEEN KHEEL 245 WEST 104TH STREET APT 9C, NEW YORK, NY 10025 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA G KLEIN 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., PRESIDENT | 1 | $0 |
| JASON KLEIN 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., VICE PRES/TREASURER | 1 | $0 |
| ZOE KLEIN HENRIQUEZ 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., VICE PRES/SECRETARY | 1 | $0 |
| KATHLEEN KHEEL 245 WEST 104TH STREET APT 9C, NEW YORK, NY 10025 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA G KLEIN 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., PRESIDENT | 1 | $0 |
| JASON KLEIN 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., VICE PRES/TREASURER | 1 | $0 |
| ZOE KLEIN HENRIQUEZ 10 CITY PLACE APT 19E, WHITE PLAINS, NY 10601 | DIR., VICE PRES/SECRETARY | 1 | $0 |
| KATHLEEN KHEEL 245 WEST 104TH STREET APT 9C, NEW YORK, NY 10025 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- BARBARA KLEIN 10 CITY PLACE 19E, WHITE PLAINS, NY 10601-0000
- In care of
- % BARBARA G KLEIN
- Signed the 990-PF
- BARBARA G KLEIN, PRESIDENT
- Phone
- (914) 328-3248
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3051739
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $202,949
- Income (IRS master file)
- $56,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,550 | $17,517 | $202,949 | IRS |
| 990-PF | December 2024 | $14,891 | $17,294 | $208,916 | IRS |
| 990-PF | December 2023 | $11,753 | $15,919 | $211,319 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3051739).
Questions about GRACE & BERT LYTELL & HELEN MENKEN FNDTN
- What is the EIN of GRACE & BERT LYTELL & HELEN MENKEN FNDTN?
- The employer identification number (EIN) of GRACE & BERT LYTELL & HELEN MENKEN FNDTN is 13-3051739.
- Is GRACE & BERT LYTELL & HELEN MENKEN FNDTN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to GRACE & BERT LYTELL & HELEN MENKEN FNDTN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GRACE & BERT LYTELL & HELEN MENKEN FNDTN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GRACE & BERT LYTELL & HELEN MENKEN FNDTN due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GRACE & BERT LYTELL & HELEN MENKEN FNDTN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GRACE & BERT LYTELL & HELEN MENKEN FNDTN?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does GRACE & BERT LYTELL & HELEN MENKEN FNDTN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,550, expenses of $17,517 and total assets of $202,949 at year end.
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