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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 43-1265367

SHIRLEY & BARNETT HELZBERG FOUNDATION

Tax-exempt · KANSAS CITY, MO 64111

Financials

$574K$770K2023$13.3M$1M2024
Revenue Expenses · by fiscal year end
Financials of SHIRLEY & BARNETT HELZBERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$13,285,690$1,045,409$12,240,281$21,024,763$0$21,024,763
December 31, 2023990-PF$574,263$770,181-$195,918$8,784,482$0$8,784,482
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$441,652
Interest
$53,108
Net gain from sales of assets
$12,788,073
Other income
$2,857

Expenses

Grants and similar amounts paid
$704,942
Salaries, compensation and benefits (total)
$108,210
Disbursements for charitable purposes
$914,615
Excise tax on investment income
$183,585

Balance sheet and other

Total assets, start of year
$8,784,482
Total assets, end of year
$21,024,763
Total liabilities, end of year
$0
Net assets, end of year
$21,024,763
Fair market value of assets
$22,574,156
Qualifying distributions
$914,615
Net investment income
$13,282,833

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BARNETT C HELZBERG JR
400 W 49TH TERR, KANSAS CITY, MO 64112
PRESIDENT0$0
SHIRLEY B HELZBERG
400 W 49TH TERR, KANSAS CITY, MO 64112
V.P. & TRS0$0
SHIRLEY B HELZBERG
400 W 49TH TERR, KANSAS CITY, MO 64112
SECRETARY0$0
BARNETT C HELZBERG III
82 FOREST STREET, WELLESLEY, MA 024816828
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BARNETT C HELZBERG JR
400 W 49TH TERR, KANSAS CITY, MO 64112
PRESIDENT0$0
SHIRLEY B HELZBERG
400 W 49TH TERR, KANSAS CITY, MO 64112
V.P. & TRS0$0
SHIRLEY B HELZBERG
400 W 49TH TERR, KANSAS CITY, MO 64112
SECRETARY0$0
BARNETT C HELZBERG III
82 FOREST STREET, WELLESLEY, MA 024816828
DIRECTOR0$0

Address and contacts

Address (IRS master file)
4520 MAIN ST STE 1050, KANSAS CITY, MO 64111-7704
Signed the 990-PF
SHIRLEY B HELZBERG, V.P. & TRS
Phone
(816) 753-7776
Return prepared by
INTEGRATED FINANCIAL LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-1265367
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$21,024,763
Income (IRS master file)
$39,121,101

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$13,285,690$1,045,409$21,024,763XML
990-PFDecember 2023$574,263$770,181$8,784,482XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1265367).

Questions about SHIRLEY & BARNETT HELZBERG FOUNDATION

What is the EIN of SHIRLEY & BARNETT HELZBERG FOUNDATION?
The employer identification number (EIN) of SHIRLEY & BARNETT HELZBERG FOUNDATION is 43-1265367.
Is SHIRLEY & BARNETT HELZBERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to SHIRLEY & BARNETT HELZBERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHIRLEY & BARNETT HELZBERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHIRLEY & BARNETT HELZBERG FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHIRLEY & BARNETT HELZBERG FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SHIRLEY & BARNETT HELZBERG FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does SHIRLEY & BARNETT HELZBERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,285,690, expenses of $1,045,409 and total assets of $21,024,763 at year end.

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