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.
Key facts about Clara & Kurt Hellmuth Foundation Inc
- EIN
- 51-0202860
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $28,000
- Grants made (2024)
- 13
- Average grant
- $2,154
- Median grant
- $2,000
- New grantees (estimate)
- 8% first-time grantees (1 of 13, 2024)
- Total assets
- $314,590
- Primary geography
- New York (73% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Clara & Kurt Hellmuth Foundation Inc funds
By grant dollars, the top recipient states for Clara & Kurt Hellmuth Foundation Inc's 13 itemized 2024 grants were New York (73%), Connecticut (7%) and Maryland (7%). The most frequent recipient cities were New York, NY (5 grants). 100% of grants with a stated purpose were for general or operating support.
Is Clara & Kurt Hellmuth Foundation Inc open to new grantees?
8%
first-time grantees, 2024
In 2024, 1 of 13 grantees (8%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 92% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+10%). Method
- In 2024 it paid out 198% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Clara & Kurt Hellmuth Foundation Inc
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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.
Ready to take the next step with Clara & Kurt Hellmuth Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Chai Lifeline Inc ($4,000), University of Rochester ($4,000), Fresh Youth Initiatives ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CHAI LIFELINE INC New York, NY | GENERAL SUPPORT | $4,000 |
| UNIVERSITY OF ROCHESTER Rochester, NY | GENERAL SUPPORT | $4,000 |
| FRESH YOUTH INITIATIVES New York, NY | GENERAL SUPPORT | $2,500 |
| BEHIND THE BOOK INC New York, NY | GENERAL SUPPORT | $2,000 |
| BRAVE ENOUGH TO FAIL New Milford, CT | GENERAL SUPPORT | $2,000 |
| CREATING OPPORTUNITIES FOR ALL Tacoma Park, MD | GENERAL SUPPORT | $2,000 |
| THE CHILDRENS AID SOCIETY New York, NY | GENERAL SUPPORT | $2,000 |
| THE POWER OF YOU TEENS West New York, NJ | GENERAL SUPPORT | $2,000 |
| BOOK FAIRIES Freeport, NY | GENERAL SUPPORT | $1,500 |
| CITY ARTS New York, NY | GENERAL SUPPORT | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.