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Nonprofit · EIN 80-0456913

JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION

Tax-exempt · KNOXVILLE, TN 37919

Financials

−$9K$51K2023$12K$127K2024$8K$14K2025
Revenue Expenses · by fiscal year end
Financials of JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,134$14,052-$5,918$171,230$0$171,230
December 31, 2024990-PF$12,211$126,930-$114,719$177,148$0$177,148
December 31, 2023990-PF-$8,766$51,024-$59,790$291,867$0$291,867
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,671
Interest
$144
Net gain from sales of assets
$2,319

Expenses

Grants and similar amounts paid
$11,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$12,214
Excise tax on investment income
$88

Balance sheet and other

Total assets, start of year
$177,148
Total assets, end of year
$171,230
Total liabilities, end of year
$0
Net assets, end of year
$171,230
Fair market value of assets
$206,814
Qualifying distributions
$12,214
Net investment income
$8,134

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
JUNE FRIEDLOB HELLER
10124 GRANDE SHORES WAY, KNOXVILLE, TN 37922
DIRECTOR/TRUSTEE2$0
KATE FRIEDLOB
507 WEST BRIAR PLACE, CHICAGO, IL 60657
DIRECTOR/TRUSTEE2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PINNACLE BANK
1111 NORTHSHORE DR S590, KNOXVILLE, TN 37919
AGENT FOR TRUSTEE2$1,433
JUNE FRIEDLOB HELLER
10124 GRANDE SHORES WAY, KNOXVILLE, TN 37922
DIRECTOR2$0
KATE FRIEDLOB
507 WEST BRIAR PLACE, CHICAGO, IL 60657
DIRECTOR2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PINNACLE BANK
1111 NORTHSHORE DR S590, KNOXVILLE, TN 37919
AGENT FOR TRUSTEE10$1,482
JUNE FRIEDLOB HELLER
10124 GRANDE SHORES WAY, KNOXVILLE, TN 37922
DIRECTOR10$0
KATE FRIEDLOB
507 WEST BRIAR PLACE, CHICAGO, IL 60657
DIRECTOR10$0

Address and contacts

Address (IRS master file)
1111 NORTHSHORE DR 590, KNOXVILLE, TN 37919-4005
In care of
% PINNACLE BANK
Signed the 990-PF
JUNE HELLER, TRUSTEE
Phone
(865) 602-3603
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 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
80-0456913
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$171,230
Income (IRS master file)
$46,270

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,134$14,052$171,230XML
990-PFDecember 2024$12,211$126,930$177,148XML
990-PFDecember 2023-$8,766$51,024$291,867XML
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 80-0456913).

Questions about JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION

What is the EIN of JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION?
The employer identification number (EIN) of JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION is 80-0456913.
Is JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION 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 JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION 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 JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JUNE FRIEDLOB KATE FRIEDLOB JUNE FRIEDLOB HELLER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,134, expenses of $14,052 and total assets of $171,230 at year end.

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