Helen Ehrman Charitable Remainder Unitrust

Dallas, TX
Tax-exempt since Feb. 2011
EIN: 36-7436378

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.

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. 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

$48,000

Expenses

$31,756

Net Income

$16,244

Net Assets

$476,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,890	28.9%
Sales of Assets	$34,110	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,119	79.1%
Compensation of Officers*	$7,825	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$476,911
Total Liabilities	$0
Net Assets	$476,911

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,825	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on March 20, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$11,178

Expenses

$30,768

Net Income

-$19,590

Net Assets

$461,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,190	> 100%
Sales of Assets	-$2,164
Other Income	$1,152	10.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,118	81.6%
Compensation of Officers*	$7,103	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$461,188
Total Liabilities	$0
Net Assets	$461,188

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,103	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 16, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$11,198

Expenses

$25,835

Net Income

-$37,033

Net Assets

$480,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,520
Sales of Assets	-$20,718
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,763	68.8%
Compensation of Officers*	$7,407	28.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$480,932
Total Liabilities	$0
Net Assets	$480,932

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,407	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 11, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$97,125

Expenses

$30,420

Net Income

$66,705

Net Assets

$517,916

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,051	10.3%
Sales of Assets	$87,074	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,804	78.3%
Compensation of Officers*	$8,261	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$517,916
Total Liabilities	$0
Net Assets	$517,916

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,261	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 6, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$23,721

Expenses

$26,907

Net Income

-$3,186

Net Assets

$450,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,866	33.2%
Sales of Assets	$15,855	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,329	79.3%
Compensation of Officers*	$7,073	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$450,697
Total Liabilities	$1
Net Assets	$450,696

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,073	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 22, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$39,206

Expenses

$25,128

Net Income

$14,078

Net Assets

$454,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,011	28.1%
Sales of Assets	$28,195	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,282	76.7%
Compensation of Officers*	$6,955	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,020
Total Liabilities	$1
Net Assets	$454,019

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,955	$0
Greg W Crawford (Selection Committee Member)	$0	$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

$33,373

Expenses

$8,923

Net Income

$24,450

Net Assets

$442,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,207	30.6%
Sales of Assets	$23,166	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,223	36.1%
Compensation of Officers*	$6,808	76.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,338
Total Liabilities	$0
Net Assets	$442,338

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,808	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 29, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$24,888

Expenses

$7,826

Net Income

$17,062

Net Assets

$418,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,659	46.8%
Sales of Assets	$13,030	52.4%
Other Income	$199	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,077	39.3%
Compensation of Officers*	$6,442	82.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$418,552
Total Liabilities	$0
Net Assets	$418,552

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,442	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 26, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$8,129

Expenses

$22,213

Net Income

-$14,084

Net Assets

$401,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,904	> 100%
Sales of Assets	-$775
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,754	79.9%
Compensation of Officers*	$5,635	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$401,655
Total Liabilities	$0
Net Assets	$401,655

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,635	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$22,413

Expenses

$33,243

Net Income

-$10,830

Net Assets

$415,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,768	43.6%
Sales of Assets	$12,645	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,704	86.3%
Compensation of Officers*	$5,785	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$415,527
Total Liabilities	$0
Net Assets	$415,527

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,785	$0
Douglas Nelson (Selection Committee Member)	$0	$0
Greg W Crawford (Selection Committee Member)	$0	$0

990-PF

Filed on April 7, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$111,072

Expenses

$28,351

Net Income

$82,721

Net Assets

$426,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,045	72.1%
Interest Revenue	$0
Dividends	$11,368	10.2%
Sales of Assets	$19,659	17.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,838	87.6%
Compensation of Officers*	$5,419	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$426,482
Total Liabilities	$0
Net Assets	$426,482

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$16,213

Expenses

$35,055

Net Income

-$18,842

Net Assets

$343,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,629	65.6%
Sales of Assets	$5,584	34.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,784	90.7%
Compensation of Officers*	$4,934	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$343,819
Total Liabilities	$0
Net Assets	$343,819

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$13,639

Expenses

$34,913

Net Income

-$21,274

Net Assets

$362,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,498	77.0%
Sales of Assets	$3,141	23.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,495	90.2%
Compensation of Officers*	$5,338	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$362,686
Total Liabilities	$0
Net Assets	$362,686

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$15,766

Expenses

$37,595

Net Income

-$21,829

Net Assets

$383,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,785	62.1%
Sales of Assets	$4,267	27.1%
Other Income	$1,714	10.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,804	89.9%
Compensation of Officers*	$5,694	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$383,903
Total Liabilities	$0
Net Assets	$383,903

990-PF

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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

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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Raw filing data. Includes EINs and summary financials as structured data.
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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 Ehrman Charitable Remainder Unitrust

Organization summary

Type of Nonprofit

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009