Nonprofit · EIN 86-2580241
HELAINE EDGAR OPPORTUNITY FOUNDATION
Tax-exempt · BERKELEY, CA 94710
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $671,253 | $347,259 | $323,994 | $8,081,251 | $0 | $8,081,251 |
| December 31, 2023 | 990-PF | $4,279,739 | $307,704 | $3,972,035 | $7,188,465 | $0 | $7,188,465 |
| December 31, 2022 | 990-PF (amended) | $1,614,272 | $207,223 | $1,407,049 | $2,496,226 | $9,774 | $2,486,452 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $35,651
- Dividends
- $108,579
- Net gain from sales of assets
- $475,230
- Other income
- $51,793
Expenses
- Grants and similar amounts paid
- $261,000
- Disbursements for charitable purposes
- $310,565
- Excise tax on investment income
- $8,806
Balance sheet and other
- Total assets, start of year
- $7,188,465
- Total assets, end of year
- $8,081,251
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,081,251
- Fair market value of assets
- $8,081,251
- Qualifying distributions
- $310,565
- Net investment income
- $635,602
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam Strauss 2 Kelley Lane, Wayland, MA 01778 | President | 0.5 | $0 |
| Joshua Strauss 2 Kelley Lane, Wayland, MA 01778 | Treas/Sect'y | 0.5 | $0 |
| Kalman Strauss 2 Kelley Lane, Wayland, MA 01778 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam Strauss 2 Kelley Lane, Wayland, MA 01778 | President | 0.5 | $0 |
| Joshua Strauss 2 Kelley Lane, Wayland, MA 01778 | Treas/Sect'y | 0.5 | $0 |
| Kalman Strauss 2 Kelley Lane, Wayland, MA 01778 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam Strauss 2 Kelley Lane, Wayland, MA 01778 | President | 0.5 | $0 |
| Joshua Strauss 2 Kelley Lane, Wayland, MA 01778 | Treas/Sect'y | 0.5 | $0 |
| Kalman Strauss 2 Kelley Lane, Wayland, MA 01778 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 127 UNIVERSITY AVE, BERKELEY, CA 94710-1616
- Signed the 990-PF
- Adam Strauss, President
- Phone
- (847) 859-6880
- Return prepared by
- Fontanello Duffield & Otake LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 86-2580241 or by the name HELAINE EDGAR OPPORTUNITY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-2580241
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,081,251
- Income (IRS master file)
- $3,629,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $671,253 | $347,259 | $8,081,251 | XML |
| 990-PF | December 2023 | $4,279,739 | $307,704 | $7,188,465 | XML |
| 990-PF | December 2022 | $1,896,723 | $215,265 | $2,652,993 | XML |
| 990-PF | December 2021 | – | – | – | 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 86-2580241).
Questions about HELAINE EDGAR OPPORTUNITY FOUNDATION
- What is the EIN of HELAINE EDGAR OPPORTUNITY FOUNDATION?
- The employer identification number (EIN) of HELAINE EDGAR OPPORTUNITY FOUNDATION is 86-2580241.
- Is HELAINE EDGAR OPPORTUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to HELAINE EDGAR OPPORTUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELAINE EDGAR OPPORTUNITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELAINE EDGAR OPPORTUNITY 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 HELAINE EDGAR OPPORTUNITY 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 HELAINE EDGAR OPPORTUNITY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELAINE EDGAR OPPORTUNITY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $671,253, expenses of $347,259 and total assets of $8,081,251 at year end.
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