Helen Burr Trust Ua 1 17 40 123062

Dallas, TX
Tax-exempt since June 1978
EIN: 06-6027507

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$63.2k (2024)

Expenses

$42.7k (2024)

Total Assets

$610k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$63,195

Expenses

$42,693

Net Income

$20,502

Net Assets

$609,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,615	27.9%
Sales of Assets	$45,580	72.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,578	81.0%
Compensation of Officers*	$9,956	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$609,575
Total Liabilities	$0
Net Assets	$609,575

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,956	$0

990-PF

Filed on May 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$19,978

Expenses

$33,141

Net Income

-$13,163

Net Assets

$589,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,646	78.3%
Sales of Assets	$2,668	13.4%
Other Income	$1,664	8.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,125	78.8%
Compensation of Officers*	$9,082	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$589,710
Total Liabilities	$0
Net Assets	$589,710

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,082	$0

990-PF

Filed on May 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$13,795

Expenses

$48,535

Net Income

-$62,330

Net Assets

$603,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,418
Sales of Assets	-$26,213
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,284	78.9%
Compensation of Officers*	$9,500	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$603,095
Total Liabilities	$0
Net Assets	$603,095

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,500	$0

990-PF

Filed on April 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$138,864

Expenses

$43,469

Net Income

$95,395

Net Assets

$665,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,334	9.6%
Sales of Assets	$125,530	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,605	79.6%
Compensation of Officers*	$10,882	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$665,406
Total Liabilities	$0
Net Assets	$665,406

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$10,882	$0

990-PF

Filed on April 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$53,447

Expenses

$41,575

Net Income

$11,872

Net Assets

$565,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,937	20.5%
Sales of Assets	$42,510	79.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,973	81.7%
Compensation of Officers*	$8,924	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$565,295
Total Liabilities	$1
Net Assets	$565,294

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,924	$0

990-PF

Filed on April 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$38,613

Expenses

$34,274

Net Income

$4,339

Net Assets

$556,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,605	37.8%
Sales of Assets	$23,782	61.6%
Other Income	$226	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,760	81.0%
Compensation of Officers*	$8,819	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$556,363
Total Liabilities	$1
Net Assets	$556,362

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,819	$0

990-PF

Filed on March 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$50,789

Expenses

$40,977

Net Income

$9,812

Net Assets

$559,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,255	24.1%
Sales of Assets	$38,534	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,339	78.9%
Compensation of Officers*	$8,958	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$559,283
Total Liabilities	$0
Net Assets	$559,283

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,958	$0

990-PF

Filed on April 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$58,033

Expenses

$34,495

Net Income

$23,538

Net Assets

$547,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,168	21.0%
Sales of Assets	$45,815	78.9%
Other Income	$50	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,038	81.3%
Compensation of Officers*	$8,595	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$547,900
Total Liabilities	$0
Net Assets	$547,900

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,595	$0

990-PF

Filed on March 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$7,933

Expenses

$33,596

Net Income

-$25,663

Net Assets

$533,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,003	> 100%
Sales of Assets	-$4,070
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,092	83.6%
Compensation of Officers*	$8,006	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$533,619
Total Liabilities	$0
Net Assets	$533,619

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,006	$0

990-PF

Filed on March 31, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$22,765

Expenses

$36,405

Net Income

-$13,640

Net Assets

$563,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,849	60.8%
Sales of Assets	$8,726	38.3%
Other Income	$190	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,701	84.3%
Compensation of Officers*	$8,596	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$563,025
Total Liabilities	$0
Net Assets	$563,025

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,596	$0

990-PF

Filed on March 30, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$17,560

Expenses

$37,254

Net Income

-$19,694

Net Assets

$577,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,389	70.6%
Sales of Assets	$5,171	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,243	83.9%
Compensation of Officers*	$9,033	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$577,749
Total Liabilities	$0
Net Assets	$577,749

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$32,487

Expenses

$36,867

Net Income

-$4,380

Net Assets

$585,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,109	43.4%
Sales of Assets	$18,483	56.9%
Other Income	-$105

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,017	81.4%
Compensation of Officers*	$8,887	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$585,440
Total Liabilities	$0
Net Assets	$585,440

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$52,648

Expenses

$33,096

Net Income

$19,552

Net Assets

$590,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,082	32.4%
Sales of Assets	$35,782	68.0%
Other Income	-$216

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,571	80.3%
Compensation of Officers*	$8,882	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$590,382
Total Liabilities	$0
Net Assets	$590,382

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$46,143

Expenses

$35,475

Net Income

$10,668

Net Assets

$571,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,207	33.0%
Sales of Assets	$31,277	67.8%
Other Income	-$341

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,148	79.3%
Compensation of Officers*	$8,977	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,740
Total Liabilities	$0
Net Assets	$571,740

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Helen Burr Trust Ua 1 17 40 123062

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $63.2k (2024)

Expenses $42.7k (2024)

Total Assets $610k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$63.2k (2024)

Expenses

$42.7k (2024)

Total Assets

$610k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001