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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-6459927

HELEN D SCHULTE TRUST 31-83857

Tax-exempt · DALLAS, TX 75265

Financials

$679K$1.1M2023$1.6M$1.3M2024$1.7M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of HELEN D SCHULTE TRUST 31-83857 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$1,652,553$1,583,081$69,472$19,947,007$0$19,947,007
April 30, 2025990-PF$1,605,224$1,300,067$305,157$19,266,196$0$19,266,196
April 30, 2024990-PF$678,568$1,118,914-$440,346$19,038,328$0$19,038,328
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$506,160
Net gain from sales of assets
$1,146,393

Expenses

Grants and similar amounts paid
$1,355,234
Compensation of officers, directors and key employees
$182,348
Disbursements for charitable purposes
$1,428,688
Excise tax on investment income
$21,352

Balance sheet and other

Total assets, start of year
$19,266,196
Total assets, end of year
$19,947,007
Total liabilities, end of year
$0
Net assets, end of year
$19,947,007
Fair market value of assets
$28,223,496
Qualifying distributions
$1,428,688
Net investment income
$1,668,431

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
Trustee1$182,348
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
Trustee1$169,331
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
Trustee1$152,543

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NT & SA
Signed the 990-PF
BANK OF AMERICA N A AS TRUSTEE, 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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
36-6459927
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$19,947,007
Income (IRS master file)
$2,275,335

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$1,652,553$1,583,081$19,947,007XML
990-PFApril 2025$1,605,224$1,300,067$19,266,196XML
990-PFApril 2024$678,568$1,118,914$19,038,328XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 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 36-6459927).

Questions about HELEN D SCHULTE TRUST 31-83857

What is the EIN of HELEN D SCHULTE TRUST 31-83857?
The employer identification number (EIN) of HELEN D SCHULTE TRUST 31-83857 is 36-6459927.
Is HELEN D SCHULTE TRUST 31-83857 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HELEN D SCHULTE TRUST 31-83857 file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN D SCHULTE TRUST 31-83857 due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN D SCHULTE TRUST 31-83857 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of HELEN D SCHULTE TRUST 31-83857?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $182,348 (BANK OF AMERICA, Trustee).
How much revenue does HELEN D SCHULTE TRUST 31-83857 have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $1,652,553, expenses of $1,583,081 and total assets of $19,947,007 at year end.

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