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Nonprofit · EIN 36-7169702

HELEN GRIFFIN CHARITABLE TR 9130

Tax-exempt · DALLAS, TX 75265

Financials

−$256K$791K2022$440K$767K2023$1.2M$814K2024
Revenue Expenses · by fiscal year end
Financials of HELEN GRIFFIN CHARITABLE TR 9130 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$1,213,377$814,397$398,980$12,613,297$0$12,613,297
April 30, 2024990-PF$440,250$767,191-$326,941$12,252,181$0$12,252,181
April 30, 2023990-PF-$255,849$790,537-$1,046,386$12,422,293$0$12,422,293
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$355,218
Net gain from sales of assets
$858,159

Expenses

Grants and similar amounts paid
$654,353
Compensation of officers, directors and key employees
$117,207
Disbursements for charitable purposes
$701,851
Excise tax on investment income
$16,243

Balance sheet and other

Total assets, start of year
$12,252,181
Total assets, end of year
$12,613,297
Total liabilities, end of year
$0
Net assets, end of year
$12,613,297
Fair market value of assets
$15,101,606
Qualifying distributions
$701,851
Net investment income
$1,264,672

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$117,207
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$105,198
990-PF for the year ended April 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$97,447

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, 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, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
36-7169702
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
1999
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$12,613,297
Income (IRS master file)
$2,142,014

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$1,213,377$814,397$12,613,297XML
990-PFApril 2024$440,250$767,191$12,252,181XML
990-PFApril 2023-$255,849$790,537$12,422,293XML
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 2019–––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 36-7169702).

Questions about HELEN GRIFFIN CHARITABLE TR 9130

What is the EIN of HELEN GRIFFIN CHARITABLE TR 9130?
The employer identification number (EIN) of HELEN GRIFFIN CHARITABLE TR 9130 is 36-7169702.
Is HELEN GRIFFIN CHARITABLE TR 9130 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to HELEN GRIFFIN CHARITABLE TR 9130 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELEN GRIFFIN CHARITABLE TR 9130 file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN GRIFFIN CHARITABLE TR 9130 due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN GRIFFIN CHARITABLE TR 9130 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of HELEN GRIFFIN CHARITABLE TR 9130?
The 990-PF for the year ended April 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $117,207 (BANK OF AMERICA, TRUSTEE).
How much revenue does HELEN GRIFFIN CHARITABLE TR 9130 have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $1,213,377, expenses of $814,397 and total assets of $12,613,297 at year end.

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