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Hellerstein Foundation

Tax-deductible

Kensington, CA501(c)(3)Arts & CultureEIN 82-1707485Revenue $219K in FY2024

On file with the IRS4 Anson Way, 94707-1105 · Kensington, CATax-exempt since Sep 2017Publicly supported charity — 170(b)(1)(A)(vi)

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Arts education and artist support. Community health and wellness through creative engagement.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $7K a year · 3% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Fine: 0.7 months of spending in cash, plus $830K in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$573K
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 6 voting members
Concern: none of 6 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$219K
+15% vs prior year
Spent
$182K
To programs
89%
Net assets
$1.9M
By yearFY2020–FY2024
Revenue
$219K
FY2024▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$186K
FY2021$349K
FY2022$182K
FY2023$190K
FY2024$219K
Expenses
$182K
FY2024▼ -12%
Tap a bar for its year
Expenses by fiscal year
FY2020$314K
FY2021$208K
FY2022$250K
FY2023$207K
FY2024$182K
Net assets
$1.9M
FY2024▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.8M
FY2021$1.9M
FY2022$1.8M
FY2023$1.8M
FY2024$1.9M

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $163K Management & general 11% · $19K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Daniel Hellerstein
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Hellerstein Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fosters community health and wellness through arts education and artist support.

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Provided by the organization

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1 program · $163K · in their own filed words · FY2024
01

Creation and improvement of a multi-use performance space for the community and a live-work space for resident artists; beginning of arts residencies on the property and arts workshops and education for youths in the community; and setting up of an arts store.

$163Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2022
Combined Jewish Philanthropies of Greater Boston INCFY2022$15K
Total grants receivedfrom 1 funder$15K
Grants paid · 5 grants · $74K · 2020–2024
Oakland Genesis Soccer Club CorporationCA · FY2024$13,000
Oakland Genesis Soccer Club CorporationCA · FY2022$13,000
Oakland Genesis Soccer Club CorporationCA · FY2021$13,000
University of California Berkeley FoundationCA · FY2020$25,000
Oakland Genesis Soccer Club CorporationCA · FY2020$9,978

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$219K
Ln 12
Gifts and grantsLn 1h$105K
Investment incomeLn 3$62K
Fees for servicesLn 2g$52K
Money outPt IX
$182K
Ln 25
Programscol B$163K
Managementcol C$19K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$10K
Total assetsLn 16$2.4M
LiabilitiesLn 26$573K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$105K
Noncash giftsLn 1g$105K
Fees for servicesLn 2g$52K
Investment incomeLn 3$62K
Gains on assetsLn 7$31K
Total revenueLn 12$219K
Assets in detailPt X, end of year
CashLn 1$10K
Cash and savings togetherLn 1–2$10K
InvestmentsLn 11–13$830K
Land, buildings, equipmentLn 10c$1.6M
Other assetsLn 15$130
Total assetsLn 16$2.4M
LiabilitiesLn 26$573K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 52
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$5K$10K
InvestmentsLn 11–13$787K$830K
Land, buildings, equipmentLn 10c$1.6M$1.6M
Total assetsLn 16$2.4M$2.4M
LiabilitiesLn 26$598K$573K
Net assetsLn 32$1.8M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$13K$13K
Legal feesLn 11b$973$973
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$11K$11K
Other fees for servicesLn 11g$214$214
Advertising and promotionLn 12$502$502
OccupancyLn 16$40K$40K
TravelLn 17$193$193
Depreciation, depletion and amortizationLn 22$42K$42K
Other expenses (24a–d)Ln 24$67K$67K$251
Total functional expensesLn 25$182K$163K$19K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $219K$182K$36K$1.9M 990 PDF
FY2023 $190K$207K−$17K$1.8M 990 PDF
FY2022 $182K$250K−$68K$1.8M 990 PDF
FY2021 $349K$208K$141K$1.9M 990 PDF
FY2020 $186K$314K−$128K$1.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $218,533 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $105,346$105,139
I-9 Program service revenuePrior year $35,880$51,554
I-10 Investment incomePrior year $26,381$61,840
I-11 Other revenuePrior year $22,260$0
I-12 Total revenuePrior year $189,867$218,533
I-13 Grants and similar amounts paidPrior year $2,000$13,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $15,685$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $189,331$169,329
I-18 Total expensesPrior year $207,016$182,329
I-19 Revenue less expensesPrior year −$17,149$36,204
Part VI · Governance 0 of 6 board members independent, 5 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $218,533 across 7 lines filed
VIII-1f All other contributions, gifts and grants$105,139
VIII-1g Noncash contributions (included above)$105,139
VIII-1h Total contributions, gifts and grants$105,139
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $51,554$51,554
VIII-3 Investment incomeRelated to mission $31,065$31,065
VIII-7 Net gain or loss on sales of assetsRelated to mission $30,775$30,775
VIII-12 Total revenueRelated to mission $113,394 · Unrelated business $0 · Excluded from tax $0$218,533
Part IX · Statement of functional expenses $182,329 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $13,000$13,000
IX-11b Legal feesManagement $973$973
IX-11c Accounting feesManagement $7,000$7,000
IX-11f Investment management feesManagement $10,990$10,990
IX-11g Other fees for servicesPrograms $214$214
IX-12 Advertising and promotionPrograms $502$502
IX-16 OccupancyPrograms $40,088$40,088
IX-17 TravelPrograms $193$193
IX-22 Depreciation, depletion and amortizationPrograms $42,223$42,223
IX-24 Other expenses (24a–d)Programs $66,895 · Management $251$67,146
IX-25 Total functional expensesPrograms $163,115 · Management $19,214 · Fundraising $0$182,329
Part X · Balance sheet $2,439,540 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $4,923$10,405
X-10c Land, buildings and equipment, netStart of year $1,636,121$1,598,573
X-12 Other securitiesStart of year $787,194$830,432
X-15 Other assetsStart of year $130$130
X-16 Total assetsStart of year $2,428,368$2,439,540
X-24 Unsecured notes and loans payableStart of year $0$5,789
X-25 Other liabilitiesStart of year $2,821$0
X-26 Total liabilitiesStart of year $597,821$572,789
X-32 Total net assets or fund balancesStart of year $1,830,547$1,866,751
X-33 Total liabilities and net assetsStart of year $2,428,368$2,439,540
Part XI · Reconciliation of net assets $1,866,751 net assets at year end
XI-1 Total revenue$218,533
XI-2 Total expenses$182,329
XI-3 Revenue less expenses$36,204
XI-4 Net assets at start of year$1,830,547
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,866,751

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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