Nonprofit · EIN 13-6161880
NATHAN & HELEN KOHLER FOUNDATION
Tax-exempt · OLD LYME, CT 06371
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $95,248 | $73,964 | $21,284 | $986,022 | $0 | $986,022 |
| October 31, 2024 | 990-PF | $10,895 | $74,474 | -$63,579 | $966,517 | $0 | $966,517 |
| October 31, 2023 | 990-PF | $37,329 | $79,719 | -$42,390 | $1,030,096 | $0 | $1,030,096 |
| October 31, 2021 | 990-PF | $40,306 | $70,821 | -$30,515 | $1,078,449 | $0 | $1,078,449 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $65,540
- Interest
- $1,396
- Net gain from sales of assets
- $28,312
Expenses
- Grants and similar amounts paid
- $70,000
- Disbursements for charitable purposes
- $70,250
- Excise tax on investment income
- $1,289
Balance sheet and other
- Total assets, start of year
- $966,517
- Total assets, end of year
- $986,022
- Total liabilities, end of year
- $0
- Net assets, end of year
- $986,022
- Fair market value of assets
- $1,276,624
- Qualifying distributions
- $70,250
- Net investment income
- $94,760
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Eugene Baumstein 7710 Lakeside Blvd G103, Boca Raton, FL 33434 | President | 0 | $0 |
| Elizabeth Frankel 4003 Wrightwood Rd, Austin, TX 78722 | Treasurer | 0 | $0 |
| Richard Baumstein 8 Keimel Court, West Orange, NJ 07052 | Vice President | 0 | $0 |
| Michael Baumstein 444 Richmond Dr Apt 2, Millbrae, CA 94030 | Trustee | 0 | $0 |
| Jeffrey Baumstein 15 Quaker Rd, Short Hills, NJ 07078 | Trustee | 0 | $0 |
| Amy Mathios 74 Mill Glen Rd, Upper Saddle River, NJ 07458 | Secretary | 0 | $0 |
| Donald Baumstein 174 Elm St, Tenafly, NJ 07670 | Trustee | 0 | $0 |
990-PF for the year ended October 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Eugene Baumstein 7710 Lakeside Blvd G103, Boca Raton, FL 33434 | President | 0 | $0 |
| Elizabeth Frankel 4003 Wrightwood Rd, Austin, TX 78722 | Treasurer | 0 | $0 |
| Richard Baumstein 8 Keimel Court, West Orange, NJ 07052 | Vice President | 0 | $0 |
| Michael Baumstein 444 Richmond Dr Apt 2, Millbrae, CA 94030 | Trustee | 0 | $0 |
| Jeffrey Baumstein 15 Quaker Rd, Short Hills, NJ 07078 | Trustee | 0 | $0 |
| Amy Mathios 74 Mill Glen Rd, Upper Saddle River, NJ 07458 | Secretary | 0 | $0 |
| Donald Baumstein 174 Elm St, Tenafly, NJ 07670 | Trustee | 0 | $0 |
990-PF for the year ended October 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENE BAUMSTEIN 7710 LAKESIDE BLVD G103, BOCA RATON, FL 33434 | President | 0 | $0 |
| RICHARD BAUMSTEIN 401 EAST 80TH ST APT 26G, NEW YORK, NY 10021 | Vice President | 0 | $0 |
| ELIZABETH FRANKEL 1229 COLUMBIA ST, HOUSTON, TX 77008 | Secretary/Treas | 0 | $0 |
| AMY MATHIOS 74 MILL GLEN ROAD, UPPER SADDLE RIVER, NJ 07458 | Secretary | 0 | $0 |
| DONALD BAUMSTEIN 174 ELM STREET, TENAFLY, NJ 07670 | Trustee | 0 | $0 |
| MICHAEL BAUMSTEIN 405 WEST 44TH STREET, NEW YORK, NY 10036 | Trustee | 0 | $0 |
| JEFFREY BAUMSTEIN 201 EAST 66TH STREET APT 16C, NEW YORK, NY 10065 | Trustee | 0 | $0 |
990-PF for the year ended October 31, 2021: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENE BAUMSTEIN 7710 LAKESIDE BLVD G103, BOCA RATON, FL 33434 | President | 0 | $0 |
| RICHARD BAUMSTEIN 401 EAST 80TH ST APT 26G, NEW YORK, NY 10021 | Vice President | 0 | $0 |
| ELIZABETH FRANKEL 1229 COLUMBIA ST, HOUSTON, TX 77008 | Secretary/Treas | 0 | $0 |
| AMY MATHIOS 74 MILL GLEN ROAD, UPPER SADDLE RIVER, NJ 07458 | Secretary | 0 | $0 |
| DONALD BAUMSTEIN 174 ELM STREET, TENAFLY, NJ 07670 | Trustee | 0 | $0 |
| MICHAEL BAUMSTEIN 405 WEST 44TH STREET, NEW YORK, NY 10036 | Trustee | 0 | $0 |
| JEFFREY BAUMSTEIN 201 EAST 66TH STREET APT 16C, NEW YORK, NY 10065 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 765, OLD LYME, CT 06371-0765
- In care of
- % MARCUS & CO
- Signed the 990-PF
- Elizabeth Frankel, Treasurer
- Phone
- (860) 388-7612
- Return prepared by
- CARNEY & ASSOCIATES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6161880
- 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
- 1964
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $986,022
- Income (IRS master file)
- $100,744
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $95,248 | $73,964 | $986,022 | XML |
| 990-PF | October 2024 | $10,895 | $74,474 | $966,517 | XML |
| 990-PF | October 2023 | $37,329 | $79,719 | $1,030,096 | XML |
| 990-PF | October 2021 | $40,306 | $70,821 | $1,078,449 | XML |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | 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 13-6161880).
Questions about NATHAN & HELEN KOHLER FOUNDATION
- What is the EIN of NATHAN & HELEN KOHLER FOUNDATION?
- The employer identification number (EIN) of NATHAN & HELEN KOHLER FOUNDATION is 13-6161880.
- Is NATHAN & HELEN KOHLER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to NATHAN & HELEN KOHLER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NATHAN & HELEN KOHLER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATHAN & HELEN KOHLER FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATHAN & HELEN KOHLER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of NATHAN & HELEN KOHLER FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does NATHAN & HELEN KOHLER FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $95,248, expenses of $73,964 and total assets of $986,022 at year end.
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