Nonprofit · EIN 02-6049069
HELEN L KELLY TR UW HN4281
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,842 | $39,447 | $16,395 | $533,172 | $0 | $533,172 |
| December 31, 2024 | 990-PF | $50,639 | $34,778 | $15,861 | $516,619 | $0 | $516,619 |
| December 31, 2023 | 990-PF | $13,728 | $26,756 | -$13,028 | $501,299 | $0 | $501,299 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,251
- Net gain from sales of assets
- $41,591
Expenses
- Grants and similar amounts paid
- $26,094
- Compensation of officers, directors and key employees
- $7,867
- Disbursements for charitable purposes
- $32,206
- Excise tax on investment income
- $688
Balance sheet and other
- Total assets, start of year
- $516,619
- Total assets, end of year
- $533,172
- Total liabilities, end of year
- $0
- Net assets, end of year
- $533,172
- Fair market value of assets
- $656,707
- Qualifying distributions
- $32,206
- Net investment income
- $55,626
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,867 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,463 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $6,658 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
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 | 990-PF 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
- 02-6049069
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $533,172
- Income (IRS master file)
- $119,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,842 | $39,447 | $533,172 | XML |
| 990-PF | December 2024 | $50,639 | $34,778 | $516,619 | XML |
| 990-PF | December 2023 | $13,728 | $26,756 | $501,299 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 02-6049069).
Questions about HELEN L KELLY TR UW HN4281
- What is the EIN of HELEN L KELLY TR UW HN4281?
- The employer identification number (EIN) of HELEN L KELLY TR UW HN4281 is 02-6049069.
- Is HELEN L KELLY TR UW HN4281 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HELEN L KELLY TR UW HN4281 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN L KELLY TR UW HN4281 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN L KELLY TR UW HN4281 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN L KELLY TR UW HN4281 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELEN L KELLY TR UW HN4281?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,867 (BANK OF AMERICA, TRUSTEE).
- How much revenue does HELEN L KELLY TR UW HN4281 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,842, expenses of $39,447 and total assets of $533,172 at year end.
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