Clara & Kurt Hellmuth Foundation Inc

LAKE SUCCESS, NY EIN: 51-0202860

Clara & Kurt Hellmuth Foundation Inc is a private foundation, based in LAKE SUCCESS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $315K in total assets. In 2024, it awarded 13 grants totaling $28K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$315K

-8.8% YoY

Annual Giving

$28K

+5.7% YoY

Grant Count

13

+8.3% YoY

Avg Grant Size

$2K

-2.5% YoY

Under IRS private-foundation payout rules, Clara & Kurt Hellmuth Foundation Inc reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Clara & Kurt Hellmuth Foundation Inc

Based on IRS filings

Clara & Kurt Hellmuth Foundation Inc is a private foundation, based in LAKE SUCCESS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $315K in total assets. In 2024, it awarded 13 grants totaling $28K. Net investment income was $20K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BaysideBrewsterBronxFreeportNew MilfordNew RochelleNew YorkRochesterTacoma ParkWashingtonWest New York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$31K$46K$62K20202021202220232024
Metric202420232022
Total Assets$314,590$344,874$363,897
Revenue$25,827$34,630$15,357
Expenses$56,111$53,653$54,839
Qualifying Distributions$49,717$48,026$45,100
Net Investment Income$19,967$29,087$6,056
Distributable Amount$25,147$23,415$25,421

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K9 grants202012 grants202112 grants202212 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CHAI LIFELINE INC$4KUNIVERSITY OF ROCHESTER$4KFRESH YOUTH INITIATIVES$3KBEHIND THE BOOK INC$2KBRAVE ENOUGH TO FAIL$2KCREATING OPPORTUNITIES F…$2KTHE CHILDRENS AID SOCIETY$2KTHE POWER OF YOU TEENS$2KBOOK FAIRIES$2KCITY ARTS$2K

Grant Size Distribution

58 grants across all recorded years

58<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Chai Lifeline Inc ($4,000), University of Rochester ($4,000), Fresh Youth Initiatives ($2,500).

RecipientPurposeAmount
BEHIND THE BOOK INC NEW YORK, NYGENERAL SUPPORT$2,000
BOOK FAIRIES FREEPORT, NYGENERAL SUPPORT$1,500
BRAVE ENOUGH TO FAIL NEW MILFORD, CTGENERAL SUPPORT$2,000
CHAI LIFELINE INC NEW YORK, NYGENERAL SUPPORT$4,000
CITY ARTS NEW YORK, NYGENERAL SUPPORT$1,500
CREATING OPPORTUNITIES FOR ALL TACOMA PARK, MDGENERAL SUPPORT$2,000
FRESH YOUTH INITIATIVES NEW YORK, NYGENERAL SUPPORT$2,500
GROUNDSWELL WASHINGTON, DCGENERAL SUPPORT$1,500
SOUTH BRONX UNITED INC BRONX, NYGENERAL SUPPORT$1,500
ST MARYS HEALTHCARE SYSTEM BAYSIDE, NYGENERAL SUPPORT$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MICHAEL F BERGERTRUSTEE$18K

From 2024 filing

NameTitleHoursCompensation
MICHAEL F BERGERTRUSTEE2$18,000
MEREDITH BERGERTRUSTEE2
BRAD BERGERTRUSTEE2

Frequently Asked Questions

How large is Clara & Kurt Hellmuth Foundation Inc?

As of 2024, Clara & Kurt Hellmuth Foundation Inc holds $315K in total assets with $26K in annual revenue. It awarded 13 grants totaling $28K in 2024.

Where does Clara & Kurt Hellmuth Foundation Inc operate?

Clara & Kurt Hellmuth Foundation Inc has awarded grants in Connecticut, District of Columbia, Maryland, New Jersey, New York.

What size grants does Clara & Kurt Hellmuth Foundation Inc award?

In 2024, Clara & Kurt Hellmuth Foundation Inc awarded 13 grants totaling $28K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Clara & Kurt Hellmuth Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Clara & Kurt Hellmuth Foundation Inc reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Clara & Kurt Hellmuth Foundation Inc's EIN?

Clara & Kurt Hellmuth Foundation Inc's EIN (Employer Identification Number) is 51-0202860. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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