Nonprofit · EIN 43-6765721
HELEN MARAVICH-CLERGY PENSION FD
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $56,835 | $32,972 | $23,863 | $380,864 | $0 | $380,864 |
| January 31, 2025 | 990-PF | $37,306 | $23,489 | $13,817 | $368,282 | $0 | $368,282 |
| January 31, 2024 | 990-PF | $10,144 | $22,044 | -$11,900 | $353,913 | $0 | $353,913 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $10,314
- Net gain from sales of assets
- $46,521
Expenses
- Grants and similar amounts paid
- $22,532
- Compensation of officers, directors and key employees
- $7,915
- Disbursements for charitable purposes
- $26,198
- Excise tax on investment income
- $705
Balance sheet and other
- Total assets, start of year
- $368,282
- Total assets, end of year
- $380,864
- Total liabilities, end of year
- $0
- Net assets, end of year
- $380,864
- Fair market value of assets
- $480,125
- Qualifying distributions
- $26,198
- Net investment income
- $56,677
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,915 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,476 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $6,739 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA
- 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6765721
- 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
- 2010
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $380,864
- Income (IRS master file)
- $140,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $56,835 | $32,972 | $380,864 | XML |
| 990-PF | January 2025 | $37,306 | $23,489 | $368,282 | IRS |
| 990-PF | January 2024 | $10,144 | $22,044 | $353,913 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 43-6765721).
Questions about HELEN MARAVICH-CLERGY PENSION FD
- What is the EIN of HELEN MARAVICH-CLERGY PENSION FD?
- The employer identification number (EIN) of HELEN MARAVICH-CLERGY PENSION FD is 43-6765721.
- Is HELEN MARAVICH-CLERGY PENSION FD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to HELEN MARAVICH-CLERGY PENSION FD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN MARAVICH-CLERGY PENSION FD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN MARAVICH-CLERGY PENSION FD due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN MARAVICH-CLERGY PENSION FD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of HELEN MARAVICH-CLERGY PENSION FD?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $7,915 (BANK OF AMERICA, TRUSTEE).
- How much revenue does HELEN MARAVICH-CLERGY PENSION FD have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $56,835, expenses of $32,972 and total assets of $380,864 at year end.
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