Nonprofit · EIN 88-1632335
HELEN & LORETTA FOUNDATION
Tax-exempt · NASHVILLE, TN 37219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $333,576 | $101,915 | $231,661 | $1,083,748 | $0 | $1,083,748 |
| December 31, 2024 | 990-PF | $44,897 | $105,315 | -$60,418 | $852,087 | $0 | $852,087 |
| December 31, 2023 | 990-PF | $17,349 | $60,844 | -$43,495 | $912,505 | $0 | $912,505 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $290,000
- Interest
- $42,417
- Net gain from sales of assets
- $1,159
Expenses
- Grants and similar amounts paid
- $72,040
- Compensation of officers, directors and key employees
- $21,000
- Disbursements for charitable purposes
- $72,040
- Excise tax on investment income
- $590
Balance sheet and other
- Total assets, start of year
- $852,087
- Total assets, end of year
- $1,083,748
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,083,748
- Fair market value of assets
- $1,107,801
- Qualifying distributions
- $72,040
- Net investment income
- $42,417
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC BAUMGART 100 E 14TH ST APT 1403, CHICAGO, IL 60605 | TREASURER | 35 | $7,000 |
| ALLISON BETTENHAUSEN 869 O CONNELL ST, NEW LENOX, IL 60451 | DIRECTOR | 35 | $7,000 |
| ANTHONY BAUMGART 415 CHURCH ST 3014, NASHVILLE, TN 37219 | DIRECTOR | 35 | $7,000 |
| JOHN BAUMGART 415 CHURCH ST UNIT 3014, NASHVILLE, TN 37219 | PRESIDENT | 50 | $0 |
| SHARON BAUMGART 415 CHURCH ST UNIT 3014, NASHVILLE, TN 37219 | SECRETARY | 50 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC BAUMGART 17104 JIGSAW PKWY, ROUND ROCK, TX 78664 | TREASURER | 0 | $7,000 |
| ALLISON BETTENHAUSEN 2181 WELLINGTON CT, NEW LENOX, IL 60451 | DIRECTOR | 0 | $7,000 |
| ANTHONY BAUMGART 415 CHURCH ST 3014, NASHVILLE, TN 37219 | DIRECTOR | 0 | $7,000 |
| JOHN BAUMGART 415 CHURCH ST UNIT 3014, NASHVILLE, TN 37219 | PRESIDENT | 0 | $0 |
| SHARON BAUMGART 415 CHURCH ST UNIT 3014, NASHVILLE, TN 37219 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC BAUMGART 17104 JIGSAW PKWY, ROUND ROCK, TX 78664 | TREASURER | 0 | $6,500 |
| ALLISON BETTENHAUSEN 2181 WELLINGTON CT, NEW LENOX, IL 60451 | DIRECTOR | 0 | $6,500 |
| ANTHONY BAUMGART 415 CHURCH ST 3014, NASHVILLE, TN 37219 | DIRECTOR | 0 | $6,500 |
| JOHN BAUMGART 415 CHURCH ST UNIT 3014, NASHVILLE, TN 37219 | PRESIDENT | 0 | $0 |
| SHARON BAUMGART 415 CHURCH ST UNIT 3014, NASHVILLE, TN 37219 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 415 CHURCH ST APT 3014, NASHVILLE, TN 37219-1849
- Signed the 990-PF
- JOHN BAUMGART, PRESIDENT
- Phone
- (847) 910-2086
- Return prepared by
- FIALKOWSKI & ASSOCIATES INC
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 | 990-PF 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
- 88-1632335
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,083,748
- Income (IRS master file)
- $365,368
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $333,576 | $101,915 | $1,083,748 | IRS |
| 990-PF | December 2024 | $44,897 | $105,315 | $852,087 | IRS |
| 990-PF | December 2023 | $17,349 | $60,844 | $912,505 | XML |
| 990-PF | December 2022 | – | – | – | 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 88-1632335).
Questions about HELEN & LORETTA FOUNDATION
- What is the EIN of HELEN & LORETTA FOUNDATION?
- The employer identification number (EIN) of HELEN & LORETTA FOUNDATION is 88-1632335.
- Is HELEN & LORETTA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to HELEN & LORETTA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN & LORETTA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN & LORETTA 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 HELEN & LORETTA 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 HELEN & LORETTA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 3 received compensation from the organization, the highest $7,000 (ERIC BAUMGART, TREASURER).
- How much revenue does HELEN & LORETTA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $333,576, expenses of $101,915 and total assets of $1,083,748 at year end.
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