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Helen Murray Charitable Trust

  • Greenwood Vlg, CO
  • Tax-exempt since March 2009
  • EIN: 26-4190110

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.

Summary charts: organization finances over time

Revenue
$92.7k (2024)

Expenses
$115k (2024)

Total Assets
$1.34M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,700
Expenses
$115,375
Net Income
-$22,675
Net Assets
$1,339,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $831
0.9%
Dividends $36,475
39.3%
Sales of Assets $55,394
59.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,830
78.7%
Compensation of Officers* $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 $1,339,883
Total Liabilities $0
Net Assets $1,339,883
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,846
Expenses
$134,239
Net Income
-$75,393
Net Assets
$1,362,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,403
4.1%
Dividends $39,163
66.6%
Sales of Assets $17,280
29.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,738
82.5%
Compensation of Officers* $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 $1,362,558
Total Liabilities $0
Net Assets $1,362,558
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$119,316
Expenses
$133,254
Net Income
-$13,938
Net Assets
$1,437,951
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,804
27.5%
Sales of Assets $86,512
72.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,761
82.4%
Compensation of Officers* $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 $1,545,951
Total Liabilities $108,000
Net Assets $1,437,951
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,005
Expenses
$129,383
Net Income
-$71,378
Net Assets
$1,451,889
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,262
55.6%
Sales of Assets $24,531
42.3%
Other Income $1,212
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,720
77.8%
Compensation of Officers* $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 $1,451,889
Total Liabilities $0
Net Assets $1,451,889
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on May 6, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,035
Expenses
$114,404
Net Income
-$22,369
Net Assets
$1,523,266
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,552
25.6%
Sales of Assets $68,483
74.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,979
79.5%
Compensation of Officers* $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 $1,523,267
Total Liabilities $1
Net Assets $1,523,266
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 9, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,320
Expenses
$111,622
Net Income
-$43,302
Net Assets
$1,545,635
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,789
40.7%
Sales of Assets $39,481
57.8%
Other Income $1,050
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,497
81.1%
Compensation of Officers* $20,222
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,545,636
Total Liabilities $1
Net Assets $1,545,635
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2020

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

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$135,067
Expenses
$116,989
Net Income
$18,078
Net Assets
$1,588,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,188
24.6%
Sales of Assets $98,700
73.1%
Other Income $3,179
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $91,079
77.9%
Compensation of Officers* $21,094
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,588,938
Total Liabilities $0
Net Assets $1,588,938
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $21,094 $0

Document Links

990-PF
Filed on Nov. 13, 2019

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,320
Expenses
$104,721
Net Income
$24,599
Net Assets
$1,570,860
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $70
0.1%
Dividends $32,429
25.1%
Sales of Assets $95,181
73.6%
Other Income $1,640
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,985
77.3%
Compensation of Officers* $20,800
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,570,860
Total Liabilities $0
Net Assets $1,570,860
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $20,800 $0

Document Links

990-PF
Filed on Nov. 15, 2018

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,443
Expenses
$112,756
Net Income
-$56,313
Net Assets
$1,546,261
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
0.0%
Dividends $24,396
43.2%
Sales of Assets $30,757
54.5%
Other Income $1,274
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,975
78.9%
Compensation of Officers* $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 $1,546,261
Total Liabilities $0
Net Assets $1,546,261
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2017

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$147,045
Expenses
$124,018
Net Income
$23,027
Net Assets
$1,602,574
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,078
2.8%
Dividends $19,409
13.2%
Sales of Assets $121,114
82.4%
Other Income $2,444
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,975
78.2%
Compensation of Officers* $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 $1,602,574
Total Liabilities $0
Net Assets $1,602,574
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2016

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$251,210
Expenses
$116,843
Net Income
$134,367
Net Assets
$1,579,547
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,953
2.4%
Dividends $24,129
9.6%
Sales of Assets $217,774
86.7%
Other Income $3,354
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,245
77.2%
Compensation of Officers* $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 $1,579,547
Total Liabilities $0
Net Assets $1,579,547
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2015

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$157,159
Expenses
$105,567
Net Income
$51,592
Net Assets
$1,445,180
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,471
4.8%
Dividends $17,210
11.0%
Sales of Assets $129,609
82.5%
Other Income $2,869
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,150
77.8%
Compensation of Officers* $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 $1,445,180
Total Liabilities $0
Net Assets $1,445,180
Compensation
Key Employees and Officers Compensation Other
Amg National Trust Bank (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2014

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,433
Expenses
$107,103
Net Income
$20,330
Net Assets
$1,393,587
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,288
8.1%
Dividends $21,561
16.9%
Sales of Assets $95,046
74.6%
Other Income $538
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,050
76.6%
Compensation of Officers* $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 $1,393,588
Total Liabilities $1
Net Assets $1,393,587

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,361
Expenses
$100,830
Net Income
$41,531
Net Assets
$1,373,257
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,568
6.0%
Dividends $10,750
7.6%
Sales of Assets $52,365
36.8%
Other Income $70,678
49.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,975
76.3%
Compensation of Officers* $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 $1,373,258
Total Liabilities $1
Net Assets $1,373,257

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

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

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

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

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

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

990-PF

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

PDF

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 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.

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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

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

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 EINs 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. Bulk PDF downloads since 2017 are available from the IRS.
  • 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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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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