Helen D Schulte Trust 31 83857

Dallas, TX
EIN: 36-6459927

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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 April
2025

Revenue

$1,605,224

Expenses

$1,300,067

Net Income

$305,157

Net Assets

$19,266,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$524,965	32.7%
Sales of Assets	$1,080,259	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,148,217	88.3%
Compensation of Officers*	$169,331	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,266,196
Total Liabilities	$0
Net Assets	$19,266,196

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$169,331	$0

990-PF

Filed on Aug. 5, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2024

Revenue

$678,568

Expenses

$1,118,914

Net Income

-$440,346

Net Assets

$19,038,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$565,723	83.4%
Sales of Assets	$111,778	16.5%
Other Income	$1,067	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,001,100	89.5%
Compensation of Officers*	$152,543	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,038,328
Total Liabilities	$0
Net Assets	$19,038,328

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$152,543	$0

990-PF

Filed on Aug. 30, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2023

Revenue

$343,160

Expenses

$1,184,797

Net Income

-$841,637

Net Assets

$19,274,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$499,524	> 100%
Sales of Assets	-$156,364
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,073,229	90.6%
Compensation of Officers*	$143,673	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,274,598
Total Liabilities	$0
Net Assets	$19,274,598

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$143,673	$0

990-PF

Filed on Aug. 31, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2022

Revenue

$2,636,242

Expenses

$1,504,489

Net Income

$1,131,753

Net Assets

$20,073,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$409,200	15.5%
Sales of Assets	$2,227,042	84.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,326,625	88.2%
Compensation of Officers*	$161,906	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,073,953
Total Liabilities	$0
Net Assets	$20,073,953

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$161,906	$0

990-PF

Filed on Sept. 6, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2021

Revenue

$1,080,203

Expenses

$1,032,463

Net Income

$47,740

Net Assets

$20,168,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$360,570	33.4%
Sales of Assets	$699,014	64.7%
Other Income	$20,619	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$926,915	89.8%
Compensation of Officers*	$144,759	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,168,946
Total Liabilities	$1
Net Assets	$20,168,945

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$144,759	$0

990-PF

Filed on Aug. 19, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2020

Revenue

$1,041,021

Expenses

$1,121,304

Net Income

-$80,283

Net Assets

$18,865,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$443,226	42.6%
Sales of Assets	$597,795	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$999,391	89.1%
Compensation of Officers*	$138,040	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,865,935
Total Liabilities	$1
Net Assets	$18,865,934

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$138,040	$0

990-PF

Filed on July 22, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2019

Revenue

$1,240,883

Expenses

$1,137,203

Net Income

$103,680

Net Assets

$19,153,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$407,606	32.8%
Sales of Assets	$832,122	67.1%
Other Income	$1,155	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,035,209	91.0%
Compensation of Officers*	$138,199	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,153,239
Total Liabilities	$0
Net Assets	$19,153,239

990-PF

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

PDF

Fiscal Year Ending April
2018

Revenue

$1,467,625

Expenses

$1,164,163

Net Income

$303,462

Net Assets

$19,566,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$397,119	27.1%
Sales of Assets	$1,070,506	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$984,242	84.5%
Compensation of Officers*	$139,318	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,566,677
Total Liabilities	$0
Net Assets	$19,566,677

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$139,318	$0

990-PF

Filed on July 31, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2017

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

990-PF

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

PDF

Fiscal Year Ending April
2016

Revenue

$356,746

Expenses

$922,668

Net Income

-$565,922

Net Assets

$18,087,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$436,573	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$819,233	88.8%
Compensation of Officers*	$130,661	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,087,097
Total Liabilities	$0
Net Assets	$18,087,097

990-PF

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

PDF

Fiscal Year Ending April
2015

Revenue

$1,089,358

Expenses

$1,045,289

Net Income

$44,069

Net Assets

$18,610,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$369,720	33.9%
Sales of Assets	$719,187	66.0%
Other Income	$451	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$929,493	88.9%
Compensation of Officers*	$140,782	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,610,445
Total Liabilities	$0
Net Assets	$18,610,445

990-PF

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

PDF

Fiscal Year Ending April
2014

Revenue

$1,043,210

Expenses

$1,230,971

Net Income

-$187,761

Net Assets

$18,192,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$427,496	41.0%
Sales of Assets	$615,714	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,139,480	92.6%
Compensation of Officers*	$128,832	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,192,872
Total Liabilities	$0
Net Assets	$18,192,872

990-PF

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

PDF

Fiscal Year Ending April
2013

Revenue

$1,809,576

Expenses

$1,032,831

Net Income

$776,745

Net Assets

$18,307,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$469,447	25.9%
Sales of Assets	$1,340,129	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$897,739	86.9%
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	$18,307,347
Total Liabilities	$0
Net Assets	$18,307,347

990-PF

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

PDF

Fiscal Year Ending April
2012

Revenue

$1,975,464

Expenses

$790,179

Net Income

$1,185,285

Net Assets

$17,505,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$645,523	32.7%
Sales of Assets	$1,329,941	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$721,952	91.4%
Compensation of Officers*	$88,218	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,505,856
Total Liabilities	$0
Net Assets	$17,505,856

990-PF

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

PDF

Fiscal Year Ending April
2011

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

990-PF

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

PDF

Fiscal Year Ending April
2010

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

990-PF

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

PDF

Fiscal Year Ending April
2009

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

990-PF

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

PDF

Fiscal Year Ending April
2008

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2003

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

990

Primary tax return for a nonprofit’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 »

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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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Updated April 20, 2026

Helen D Schulte Trust 31 83857

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2003