Helen Gurley Wolford Trust 1246- 1114000062

Bbt Wealth Management

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,456
Expenses
$54,153
Net Income
-$1,697
Net Assets
$831,821
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,457
44.7%
Sales of Assets $28,999
55.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,471
87.7%
Compensation of Officers* $11,155
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $831,821
Total Liabilities $0
Net Assets $831,821
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $11,155 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,283
Expenses
$91,316
Net Income
-$47,033
Net Assets
$833,620
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,333
48.2%
Sales of Assets $22,950
51.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,447
93.6%
Compensation of Officers* $11,291
12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $833,620
Total Liabilities $0
Net Assets $833,620
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $11,291 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,167
Expenses
$49,334
Net Income
-$44,167
Net Assets
$841,376
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $600
11.6%
Dividends $19,386
> 100%
Sales of Assets -$15,637
Other Income $818
15.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,251
89.7%
Compensation of Officers* $10,036
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $841,376
Total Liabilities $0
Net Assets $841,376
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $10,036 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,247
Expenses
$41,418
Net Income
-$15,171
Net Assets
$885,714
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $358
1.4%
Dividends $15,632
59.6%
Sales of Assets $10,257
39.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,497
78.5%
Compensation of Officers* $12,872
31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $885,714
Total Liabilities $0
Net Assets $885,714
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $12,872 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$105,750
Expenses
$59,763
Net Income
$45,987
Net Assets
$901,156
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $131
0.1%
Dividends $18,049
17.1%
Sales of Assets $87,570
82.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,101
87.2%
Compensation of Officers* $14,259
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $901,156
Total Liabilities $0
Net Assets $901,156
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $14,259 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,147
Expenses
$61,705
Net Income
-$27,558
Net Assets
$854,911
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,245
47.6%
Sales of Assets $17,500
51.2%
Other Income $402
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,397
81.7%
Compensation of Officers* $11,202
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $854,912
Total Liabilities $1
Net Assets $854,911
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $11,202 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,356
Expenses
$65,141
Net Income
-$35,785
Net Assets
$882,927
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,737
77.5%
Sales of Assets $6,619
22.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,015
79.8%
Compensation of Officers* $11,542
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $882,928
Total Liabilities $1
Net Assets $882,927
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $11,542 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,003
Expenses
$55,830
Net Income
-$7,827
Net Assets
$918,530
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,549
51.1%
Sales of Assets $23,454
48.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,792
80.2%
Compensation of Officers* $11,663
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $918,530
Total Liabilities $0
Net Assets $918,530
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $11,663 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,666
Expenses
$58,947
Net Income
-$16,281
Net Assets
$925,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,746
55.7%
Sales of Assets $18,416
43.2%
Other Income $504
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,014
83.1%
Compensation of Officers* $9,729
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $925,033
Total Liabilities $0
Net Assets $925,033
Compensation
Key Employees and Officers Compensation Other
Branch Banking & Trust Co (Trustee) $9,729 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,374
Expenses
$65,383
Net Income
-$44,009
Net Assets
$941,288
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,577
> 100%
Sales of Assets -$3,203
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,589
83.5%
Compensation of Officers* $9,664
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $941,288
Total Liabilities $0
Net Assets $941,288
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $9,664 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,313
Expenses
$61,585
Net Income
-$11,272
Net Assets
$985,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,930
57.5%
Sales of Assets $21,383
42.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,400
81.8%
Compensation of Officers* $10,244
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $985,132
Total Liabilities $0
Net Assets $985,132
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $10,244 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,819
Expenses
$63,272
Net Income
$10,547
Net Assets
$996,430
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $552
0.7%
Interest Revenue $0
Dividends $36,193
49.0%
Sales of Assets $37,074
50.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,992
82.2%
Compensation of Officers* $10,582
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $996,430
Total Liabilities $0
Net Assets $996,430
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $10,582 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,869
Expenses
$63,590
Net Income
-$3,721
Net Assets
$985,367
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,882
54.9%
Sales of Assets $26,800
44.8%
Other Income $187
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,956
83.3%
Compensation of Officers* $10,515
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $985,367
Total Liabilities $0
Net Assets $985,367
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $10,515 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,395
Expenses
$62,415
Net Income
-$9,020
Net Assets
$989,047
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,726
72.5%
Sales of Assets $14,669
27.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,250
80.5%
Compensation of Officers* $10,364
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $989,048
Total Liabilities $1
Net Assets $989,047

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,600
Expenses
$43,176
Net Income
$19,424
Net Assets
$996,906
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,508
61.5%
Sales of Assets $24,092
38.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,191
74.6%
Compensation of Officers* $10,194
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 $996,907
Total Liabilities $1
Net Assets $996,906

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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