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Nonprofit · EIN 83-2778277

ZACH HOEFLER MEMORIAL TRUST

Tax-exempt · ALLEN, TX 75013

Financials

$146K$65K2023$184K$123K2024
Revenue Expenses · by fiscal year end
Financials of ZACH HOEFLER MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$183,845$123,269$60,576$522,581$0$522,581
December 31, 2023990$145,622$65,388$80,234$452,153$0$452,153
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$41,027
Program service revenue
$0
Investment income
$17,301
Net gain from sales of assets
$771
Net income from fundraising events
$125,517
Other revenue
$125,517

Expenses

Grants and similar amounts paid
$72,694
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$123,269

Balance sheet and other

Total assets, start of year
$452,153
Total assets, end of year
$522,581
Total liabilities, end of year
$0
Net assets, end of year
$522,581
Publicly traded securities
$382,985
Gross receipts
$224,360
Employees
0
Year formed
2019
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Dan GrayBoard Member
Trustee or director
3$0
Kendall HoeflerBoard Member
Trustee or director
3$0
Kelly HoeflerSecretary
Trustee or director, Officer
20$0
Michael HoeflerPresidnet
Trustee or director, Officer
3$0
Allison MillerTreasurer
Trustee or director, Officer
3$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Dan GrayBoard Member
Trustee or director
3$0
Kendall HoeflerBoard Member
Trustee or director
3$0
Allison MillerTreasurer
Trustee or director, Officer
3$0
Kelly HoeflerSecretary
Trustee or director, Officer
20$0
Michael HoeflerPresidnet
Trustee or director, Officer
3$0

Address and contacts

Address (IRS master file)
1232 BRENHAM DR, ALLEN, TX 75013-8578
In care of
% KELLY HOEFLER
Mailing address (990-N for 2018)
1232 Brenham Dr, Allen TX 75013
Principal officer (990 for 2024)
Kelly Hoefler, 1232 Brenham Dr, Allen, TX 75013
Principal officer (990-N for 2018)
Michael Hoefler, 1232 Brenham Dr, Allen TX 75013
Signed the 990
KELLY HOEFLER, Secretary
Phone
(214) 476-8607
Return prepared by
Nabors CPA Services PC

Mission

To provide financial support and assitance to families with children suffering from cancer and other serious illnesses.

990 for the year ended December 31, 2024

Program accomplishments

  • To provide financial support and assitance to families with children suffering from cancer and other serious illnesses.
    Expenses $123,269

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 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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
83-2778277
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$522,581
Income (IRS master file)
$224,360

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$183,845$123,269$522,581XML
990December 2023$145,622$65,388$452,153XML
990December 2022$216,590$95,219$363,362IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-N for 2018
Officer: Michael Hoefler
December 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 83-2778277).

Questions about ZACH HOEFLER MEMORIAL TRUST

What is the EIN of ZACH HOEFLER MEMORIAL TRUST?
The employer identification number (EIN) of ZACH HOEFLER MEMORIAL TRUST is 83-2778277.
Is ZACH HOEFLER MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to ZACH HOEFLER MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ZACH HOEFLER MEMORIAL 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 ZACH HOEFLER MEMORIAL TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ZACH HOEFLER MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ZACH HOEFLER MEMORIAL TRUST?
The 990 for the year ended December 31, 2024 names Kelly Hoefler.
Who are the officers and directors of ZACH HOEFLER MEMORIAL TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does ZACH HOEFLER MEMORIAL TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $183,845, expenses of $123,269 and total assets of $522,581 at year end.

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