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Nonprofit · EIN 13-3341118

LILLIAN HELLMAN FUND

Also known as JON ROBIN BATZ

Tax-exempt · NEW YORK, NY 10166

Financials

$48K$46K2024
Revenue Expenses · by fiscal year end
Financials of LILLIAN HELLMAN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$48,000$45,650$2,350$2,408$0$2,408
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Other income
$48,000

Expenses

Grants and similar amounts paid
$25,000
Compensation of officers, directors and key employees
$18,000
Disbursements for charitable purposes
$45,650
Excise tax on investment income
$667

Balance sheet and other

Total assets, start of year
$58
Total assets, end of year
$2,408
Total liabilities, end of year
$0
Net assets, end of year
$2,408
Fair market value of assets
$2,408
Qualifying distributions
$45,650
Net investment income
$48,000

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JON ROBIN BAITZ
C/O AGS LLP 200 PARK AVE S - 8 FL, NEW YORK, NY 10003
EXECUTOR/TR.25$18,000
BRIGHDE MULLINS
C/O AGS LLP 200 PARK AVE S - 8 FL, NEW YORK, NY 10003
CO-TRUSTEE10$0

Address and contacts

Address (IRS master file)
200 PARK AVE SOUTH-8TH FL, NEW YORK, NY 10166-0005
In care of
% FRANK R SELVAGGI
Signed the 990-PF
JON ROBIN BAITZ, TRUSTEE
Phone
(212) 768-4500
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
13-3341118
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
Exempt since
1987
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,408
Income (IRS master file)
$48,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025–––IRS
990-PFJune 2024–––IRS
990-PFJune 2023$97,000$99,225$1,483IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LILLIAN HELLMAN FUND

What is the EIN of LILLIAN HELLMAN FUND?
The employer identification number (EIN) of LILLIAN HELLMAN FUND is 13-3341118.
Is LILLIAN HELLMAN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to LILLIAN HELLMAN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LILLIAN HELLMAN FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LILLIAN HELLMAN FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LILLIAN HELLMAN FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of LILLIAN HELLMAN FUND?
The 990-PF for the year ended June 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $18,000 (JON ROBIN BAITZ, EXECUTOR/TR.).
How much revenue does LILLIAN HELLMAN FUND have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $48,000, expenses of $45,650 and total assets of $2,408 at year end.

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