Shirley & Barnett Helzberg Foundation
- Assets
- $9.0m
- Revenue
- -$68.4k
- Investments
- $8.7m
- Employees
- 0
- Location
- Kansas City, MO
- Founding
- 09/1982
- Data as of
- 12/2022
- EIN
- 43-1265367
Organization Overview
Shirley & Barnett Helzberg Foundation is located in Kansas City, MO. The organization was established in 1982. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shirley & Barnett Helzberg Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Barnett C Helzberg Jr President | 0 | $0 | |
Shirley B Helzberg V.P. & Trs | 0 | $0 | |
Shirley B Helzberg Secretary | 0 | $0 | |
Barnett C Helzberg III Director | 0 | $0 | |
Bush C Helzberg Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $302,867 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$371,220 |
| Capital Gain Net Income | $213,780 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$68,353 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $104,921 |
| Pension plans, employee benefits | $13,883 |
| Interest | $16 |
| Taxes | $13,583 |
| Depreciation | $84 |
| Occupancy | $61,806 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $13,108 |
| Other expenses | $51,745 |
| Total operating and administrative expenses | $268,887 |
| Contributions, gifts, grants paid | $846,838 |
| Total expenses and disbursements | $1,115,725 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $124,602 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $119,293 |
| Other assets | $0 |
| Total assets | $8,980,400 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |