Nonprofit · EIN 61-1583546
HELLMAN FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $41,739,679 | $64,555,585 | -$22,815,906 | $625,574,242 | $46,837,846 | $578,736,396 |
| December 31, 2023 | 990-PF | $2,038,294 | $66,971,526 | -$64,933,232 | $635,837,954 | $42,489,545 | $593,348,409 |
| December 31, 2022 | 990-PF (amended) | $2,176,579 | $48,911,614 | -$46,735,035 | $639,986,057 | $27,653,141 | $612,332,916 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $93,000
- Dividends
- $4,808,520
- Interest
- $6,839,913
- Net gain from sales of assets
- $29,926,396
- Other income
- $71,850
Expenses
- Grants and similar amounts paid
- $46,867,001
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $58,587,379
- Excise tax on investment income
- $714,474
Balance sheet and other
- Total assets, start of year
- $635,837,954
- Total assets, end of year
- $625,574,242
- Total liabilities, end of year
- $46,837,846
- Net assets, end of year
- $578,736,396
- Fair market value of assets
- $625,574,242
- Qualifying distributions
- $58,587,379
- Net investment income
- $53,298,001
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | BOARD CHAIR/DIRECTOR | 4 | $0 |
| JUDITH HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $0 |
| JOANNE HAGOPIAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | TREASURER/SECRETARY | 4 | $0 |
| MARCO W HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $0 |
| PATRICIA HELLMAN GIBBS 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $0 |
| ANNIE ULEVITCH 555 CALIFORNIA ST STE 4905, SAN FRANCISCO, CA 94104 | EXECUTIVE DIRECTOR | 30 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | BOARD CHAIR/DIRECTOR | 4 | $0 |
| JUDITH HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $0 |
| JOANNE HAGOPIAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | TREASURER/SECRETARY | 4 | $0 |
| MARCO W HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $0 |
| PATRICIA HELLMAN GIBBS 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $0 |
| SUSAN HIRSCH 555 CALIFORNIA ST STE 4905, SAN FRANCISCO, CA 94104 | EXECUTIVE DIRECTOR | 18 | $0 |
990-PF for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | BOARD CHAIR/DIRECTOR | 4 | $0 |
| JUDITH HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $0 |
| JOANNE HAGOPIAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | TREASURER/SECRETARY | 4 | $0 |
| SUSAN HIRSCH 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | EXECUTIVE DIRECTOR | 18 | $0 |
| MARCO W HELLMAN 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $0 |
| PATRICIA HELLMAN GIBBS 555 CALIFORNIA STREET SUITE 4905, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 555 CALIFORNIA ST STE 4905, SAN FRANCISCO, CA 94104-1703
- In care of
- % LYRA MANAGEMENT LLC
- Signed the 990-PF
- JOANNE HAGOPIAN, TREASURER
- Phone
- (415) 391-7545
- Website
- WWW.HELLMANFOUNDATION.ORG
- Return prepared by
- Baker Tilly Advisory Group LP
California records
California keeps its own records of charities and corporations. Search them by EIN 61-1583546 or by the name HELLMAN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 61-1583546
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $625,574,242
- Income (IRS master file)
- $256,524,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $41,739,679 | $64,555,585 | $625,574,242 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,038,294 | $66,971,526 | $635,837,954 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $2,176,579 | $48,911,614 | $639,986,057 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 61-1583546).
Questions about HELLMAN FOUNDATION
- What is the EIN of HELLMAN FOUNDATION?
- The employer identification number (EIN) of HELLMAN FOUNDATION is 61-1583546.
- Is HELLMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to HELLMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELLMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELLMAN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELLMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HELLMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does HELLMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $41,739,679, expenses of $64,555,585 and total assets of $625,574,242 at year end.
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