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Nonprofit · EIN 04-6021064

HELEN B HAWKES TRUST 40 00 0019 0

Tax-exempt · DALLAS, TX 75265

Financials

$903$2K2023$3K$2K2024$4K$5K2025
Revenue Expenses · by fiscal year end
Financials of HELEN B HAWKES TRUST 40 00 0019 0 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,081$5,178-$1,097$25,071$0$25,071
December 31, 2024990-PF$2,732$2,445$287$26,144$0$26,144
December 31, 2023990-PF$903$2,363-$1,460$25,886$0$25,886
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$693
Net gain from sales of assets
$3,388

Expenses

Grants and similar amounts paid
$1,103
Compensation of officers, directors and key employees
$68
Disbursements for charitable purposes
$2,665
Excise tax on investment income
$25

Balance sheet and other

Total assets, start of year
$26,144
Total assets, end of year
$25,071
Total liabilities, end of year
$0
Net assets, end of year
$25,071
Fair market value of assets
$31,069
Qualifying distributions
$2,665
Net investment income
$4,085

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$68
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$64
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$62

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET NATIONAL BANK
Signed the 990-PF
KAREN KISER, 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6021064
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$25,071
Income (IRS master file)
$24,147

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,081$5,178$25,071XML
990-PFDecember 2024$2,732$2,445$26,144XML
990-PFDecember 2023$903$2,363$25,886XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 04-6021064).

Questions about HELEN B HAWKES TRUST 40 00 0019 0

What is the EIN of HELEN B HAWKES TRUST 40 00 0019 0?
The employer identification number (EIN) of HELEN B HAWKES TRUST 40 00 0019 0 is 04-6021064.
Is HELEN B HAWKES TRUST 40 00 0019 0 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HELEN B HAWKES TRUST 40 00 0019 0 file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN B HAWKES TRUST 40 00 0019 0 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 B HAWKES TRUST 40 00 0019 0 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 B HAWKES TRUST 40 00 0019 0?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $68 (BANK OF AMERICA, TRUSTEE).
How much revenue does HELEN B HAWKES TRUST 40 00 0019 0 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,081, expenses of $5,178 and total assets of $25,071 at year end.

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