Nonprofit · EIN 74-6134322
HELEN H SMITH TRUST
Tax-exempt · VICTORIA, TX 77901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990 | $86,643 | $158,518 | -$71,875 | $505,263 | $0 | $505,263 |
| January 31, 2025 | 990 | $335,866 | $147,697 | $188,169 | $577,138 | $0 | $577,138 |
| January 31, 2024 | 990 | $186,261 | $200,274 | -$14,013 | $388,969 | $0 | $388,969 |
Financial details: 990 for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $31,409
- Royalties
- $56,357
- Net rental income
- -$1,123
- Net gain from sales of assets
- $16,442
- Other revenue
- $55,234
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $139,243
- Compensation of officers, directors and key employees
- $9,858
- Salaries, compensation and benefits (total)
- $9,858
- Professional fundraising fees
- $0
- Legal fees
- $1,482
- Accounting fees
- $1,084
- Program services (functional)
- $139,243
- Management and general (functional)
- $19,275
Balance sheet and other
- Total assets, start of year
- $577,138
- Total assets, end of year
- $505,263
- Total liabilities, end of year
- $0
- Net assets, end of year
- $505,263
- Land, buildings and equipment
- $21,353
- Publicly traded securities
- $423,694
- Gross receipts
- $109,010
- Employees
- 0
- Year formed
- 1970
- State of legal domicile
- TX
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 for the year ended January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PROSPERITY BANK | TRUSTEE Institutional trustee | 1 | $9,858 |
990 for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PROSPERITY BANK | TRUSTEE Institutional trustee | 1 | $14,764 |
990 for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PROSPERITY BANK | TRUSTEE Institutional trustee | 1 | $28,189 |
Address and contacts
- Address (IRS master file)
- 101 S MAIN ST, VICTORIA, TX 77901-8118
- Mailing address (990-N for 2017)
- 101 S MAIN ST - TRUST DEPARTMENT, VICTORIA TX 77901
- Principal officer (990 for 2025)
- PROSPERITY BANK, 101 S MAIN ST, VICTORIA, TX 77901
- Signed the 990
- PROSPERITY BANK, TRUSTEE
- Phone
- (361) 574-1645
- Return prepared by
- HARRISON WALDROP & UHEREK LLP
Mission
FUNDING OF SCHOLARSHIPS
Program accomplishments
- FUNDING OF SCHOLARSHIPSExpenses $139,243
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 74-6134322
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1972
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $505,263
- Income (IRS master file)
- $109,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2026 | $86,643 | $158,518 | $505,263 | IRS |
| 990 | January 2025 | $335,866 | $147,697 | $577,138 | IRS |
| 990 | January 2024 | $186,261 | $200,274 | $388,969 | XML |
| 990 | January 2023 | $234,235 | $76,383 | $402,982 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2020 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
| 990-N for 2017 | January 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 74-6134322).
Questions about HELEN H SMITH TRUST
- What is the EIN of HELEN H SMITH TRUST?
- The employer identification number (EIN) of HELEN H SMITH TRUST is 74-6134322.
- Is HELEN H SMITH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to HELEN H SMITH TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HELEN H SMITH TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HELEN H SMITH TRUST 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 H SMITH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2026.
- Who is the principal officer of HELEN H SMITH TRUST?
- The 990 for the year ended January 31, 2026 names PROSPERITY BANK.
- Who are the officers and directors of HELEN H SMITH TRUST?
- The 990 for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $9,858 (PROSPERITY BANK, TRUSTEE).
- How much revenue does HELEN H SMITH TRUST have?
- On its 990 for the year ended January 31, 2026 it reported revenue of $86,643, expenses of $158,518 and total assets of $505,263 at year end.
Other nonprofits in VICTORIA
- BARBARA KAUFFMAN WELDER PRIVATE FOUNDATION EIN 88-3695192 · last filed 990-PF for 2024
- VICTORIA ELECTRIC COOPERATIVE INC EIN 74-0964933 · last filed 990 for 2024
- THE FOOD BANK OF THE GOLDEN CRESCENT EIN 74-2534561 · last filed 990 for 2024
- M G & LILLIE A JOHNSON FOUNDATION INC EIN 74-6076961 · last filed 990-PF for 2025
- OCONNOR & HEWITT FOUNDATION EIN 74-2527227 · last filed 990-PF for 2025
- HOSPICE OF SOUTH TEXAS INC EIN 74-2368758 · last filed 990 for 2024
- VOLUNTEERS OF VICTORIA INC EIN 74-2608736 · last filed 990 for 2025
- MID-COAST FAMILY SERVICES EIN 74-2605669 · last filed 990 for 2025