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Nonprofit · EIN 51-0202860

CLARA & KURT HELLMUTH FOUNDATION INC

Tax-exempt · LAKE SUCCESS, NY 11020

Financials

$35K$54K2023$26K$56K2024$50K$51K2025
Revenue Expenses · by fiscal year end
Financials of CLARA & KURT HELLMUTH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$49,722$51,430-$1,708$312,882$0$312,882
December 31, 2024990-PF$25,827$56,111-$30,284$314,590$0$314,590
December 31, 2023990-PF$34,630$53,653-$19,023$344,874$0$344,874
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,746
Net gain from sales of assets
$34,976

Expenses

Grants and similar amounts paid
$23,500
Compensation of officers, directors and key employees
$18,000
Disbursements for charitable purposes
$45,148
Excise tax on investment income
$608

Balance sheet and other

Total assets, start of year
$314,590
Total assets, end of year
$312,882
Total liabilities, end of year
$0
Net assets, end of year
$312,882
Fair market value of assets
$536,521
Qualifying distributions
$45,148
Net investment income
$49,722

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.

NameTitleHours / weekCompensation
MICHAEL F BERGER
9 MARKET LANE, LAKE SUCCESS, NY 11020
TRUSTEE2$18,000
MEREDITH BERGER
9 MARKET LANE, LAKE SUCCESS, NY 11020
TRUSTEE2$0
BRAD BERGER
5 SPRING HOLLOW ROAD, ROSLYN, NY 11576
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL F BERGER
9 MARKET LANE, LAKE SUCCESS, NY 11020
TRUSTEE2$18,000
MEREDITH BERGER
9 MARKET LANE, LAKE SUCCESS, NY 11020
TRUSTEE2$0
BRAD BERGER
5 SPRING HOLLOW ROAD, ROSLYN, NY 11576
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHAEL F BERGER
9 MARKET LANE, LAKE SUCCESS, NY 11020
TRUSTEE2$18,000
MEREDITH BERGER
9 MARKET LANE, LAKE SUCCESS, NY 11020
TRUSTEE2$0
BRAD BERGER
5 SPRING HOLLOW ROAD, ROSLYN, NY 11576
TRUSTEE2$0

Address and contacts

Address (IRS master file)
9 MARKET LN, LAKE SUCCESS, NY 11020-1201
In care of
% JPMORGAN CHASE BANK NA
Signed the 990-PF
MICHAEL F BERGER, TRUSTEE
Phone
(516) 238-0913
Return prepared by
CITRIN COOPERMAN ADVISORS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
51-0202860
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
1967
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$312,882
Income (IRS master file)
$114,646

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$49,722$51,430$312,882IRS
990-PFDecember 2024$25,827$56,111$314,590IRS
990-PFDecember 2023$34,630$53,653$344,874XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 51-0202860).

Questions about CLARA & KURT HELLMUTH FOUNDATION INC

What is the EIN of CLARA & KURT HELLMUTH FOUNDATION INC?
The employer identification number (EIN) of CLARA & KURT HELLMUTH FOUNDATION INC is 51-0202860.
Is CLARA & KURT HELLMUTH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to CLARA & KURT HELLMUTH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CLARA & KURT HELLMUTH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CLARA & KURT HELLMUTH FOUNDATION INC 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 CLARA & KURT HELLMUTH FOUNDATION INC 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 CLARA & KURT HELLMUTH FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $18,000 (MICHAEL F BERGER, TRUSTEE).
How much revenue does CLARA & KURT HELLMUTH FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,722, expenses of $51,430 and total assets of $312,882 at year end.

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