EIN 43-1265367

Shirley and Barnett Helzberg Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1982
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Shirley and Barnett Helzberg Foundation is a private foundation supported by Barnett C. Helzberg, JR. located in Kansas City, MO. They made $259,704 in annual grants last year and have total assets of $10,882,640.
Total revenues
$574,263
2023
Total expenses
$770,181
2023
Total assets
$8,784,482
2023
Num. employees
0
2023

Program areas at Shirley and Barnett Helzberg Foundation

Not applicable

Personnel at Shirley and Barnett Helzberg Foundation

NameTitleCompensation
Shirley B HelzbergV.P and TRS$0

Financials for Shirley and Barnett Helzberg Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$325,438
Net rental income$0
Net gain from sale of non-inventory assets$248,825
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$574,263

Form 990s for Shirley and Barnett Helzberg Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122023-11-09990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-11990PFView PDF
2019-122022-01-31990PFView PDF
...and 8 more Form 990s
Data update history
January 18, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 27, 2023
Updated personnel
Identified 3 new personnel
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
4520 Main St Suite 1050
Kansas City, MO 64111
Metro area
Kansas City, MO-KS
County
Jackson County, MO
Phone
(816) 753-7776
IRS details
EIN
43-1265367
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1982
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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