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Nonprofit · EIN 86-6224242

RUTH TANKERSLEY CHARITABLE TR

Also known as JOHN N HELENBOLT TTEE

Tax-exempt · TUCSON, AZ 85718

Financials

$1.9M$4.9M2023$2.9M$4.9M2024$2.9M$4.9M2025
Revenue Expenses · by fiscal year end
Financials of RUTH TANKERSLEY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,920,581$4,892,878-$1,972,297$28,122,587$0$28,122,587
December 31, 2024990-PF$2,868,568$4,906,668-$2,038,100$30,087,114$0$30,087,114
December 31, 2023990-PF$1,887,827$4,881,724-$2,993,897$32,139,659$0$32,139,659
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,021,285
Interest
$4,581
Net gain from sales of assets
$1,894,715

Expenses

Grants and similar amounts paid
$4,671,000
Compensation of officers, directors and key employees
$67,496
Disbursements for charitable purposes
$4,671,000
Excise tax on investment income
$16,635

Balance sheet and other

Total assets, start of year
$30,087,114
Total assets, end of year
$28,122,587
Total liabilities, end of year
$0
Net assets, end of year
$28,122,587
Fair market value of assets
$34,693,707
Qualifying distributions
$4,671,000
Net investment income
$1,408,011

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Margot Rubin
150 E 58th Street 27th Floor, New York, NY 10155
Trustee0$67,496
John Helenbolt
3430 East Sunrise Drive STE 200, Tucson, AZ 85718
Trustee0$0
Kristie Miller
5901 MacArthur Blvd Ste 294, Washington, DC 20016
Trustee0$0
Mark Miller
11105 Autumn Lane, Clermont, FL 34711
Trustee0$0
Michael Halle
241 S Beverly St, Chandler, AZ 852259584
Trustee0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Margot Rubin
150 E 58th Street 27th Floor, New York, NY 10155
Trustee0$67,496
John Helenbolt
3430 East Sunrise Drive STE 200, Tucson, AZ 85718
Trustee0$0
Kristie Miller
5901 MacArthur Blvd Ste 294, Washington, DC 20016
Trustee0$0
Mark Miller
11105 Autumn Lane, Clermont, FL 34711
Trustee0$0
Michael Halle
241 S Beverly St, Chandler, AZ 852259584
Trustee0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Margot Rubin
150 E 58th Street 27th Floor, New York, NY 10155
Trustee0$67,496
John Helenbolt
3430 East Sunrise Drive, Tucson, AZ 85718
Trustee0$0
Kristie Miller
5901 MacArthur Blvd Ste 294, Washington, DC 20016
Trustee0$0
Mark Miller
11105 Autumn Lane, Clermont, FL 34711
Trustee0$0
Michael Halle
241 S Beverly St, Chandler, AZ 852259584
Trustee0$0

Address and contacts

Address (IRS master file)
3430 E SUNRISE DR STE 200, TUCSON, AZ 85718-3236
In care of
% JOHNNY HELENBOLT
Signed the 990-PF
JOHNNY HELENBOLT, Trustee
Phone
(520) 792-1181
Return prepared by
CDM Accounting & Tax Services LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-6224242
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$28,122,587
Income (IRS master file)
$9,916,812

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,920,581$4,892,878$28,122,587IRS
990-PFDecember 2024$2,868,568$4,906,668$30,087,114IRS
990-PFDecember 2023$1,887,827$4,881,724$32,139,659XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 86-6224242).

Questions about RUTH TANKERSLEY CHARITABLE TR

What is the EIN of RUTH TANKERSLEY CHARITABLE TR?
The employer identification number (EIN) of RUTH TANKERSLEY CHARITABLE TR is 86-6224242.
Is RUTH TANKERSLEY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to RUTH TANKERSLEY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RUTH TANKERSLEY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of RUTH TANKERSLEY CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RUTH TANKERSLEY CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of RUTH TANKERSLEY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $67,496 (Margot Rubin, Trustee).
How much revenue does RUTH TANKERSLEY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,920,581, expenses of $4,892,878 and total assets of $28,122,587 at year end.

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