Clara & Kurt Hellmuth Foundation Inc
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
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
58 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| BEHIND THE BOOK INC NEW YORK, NY | GENERAL SUPPORT | $2,000 |
| BOOK FAIRIES FREEPORT, NY | GENERAL SUPPORT | $1,500 |
| BRAVE ENOUGH TO FAIL NEW MILFORD, CT | GENERAL SUPPORT | $2,000 |
| CHAI LIFELINE INC NEW YORK, NY | GENERAL SUPPORT | $4,000 |
| CITY ARTS NEW YORK, NY | GENERAL SUPPORT | $1,500 |
| CREATING OPPORTUNITIES FOR ALL TACOMA PARK, MD | GENERAL SUPPORT | $2,000 |
| FRESH YOUTH INITIATIVES NEW YORK, NY | GENERAL SUPPORT | $2,500 |
| GROUNDSWELL WASHINGTON, DC | GENERAL SUPPORT | $1,500 |
| SOUTH BRONX UNITED INC BRONX, NY | GENERAL SUPPORT | $1,500 |
| ST MARYS HEALTHCARE SYSTEM BAYSIDE, NY | GENERAL SUPPORT | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL F BERGER | TRUSTEE | 2 | $18,000 |
| MEREDITH BERGER | TRUSTEE | 2 | — |
| BRAD BERGER | TRUSTEE | 2 | — |
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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