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Helen L Kay Charitable Trust

1045000219

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$349k (2024)

Expenses
$430k (2024)

Total Assets
$5.29M (2024)

Total Liabilities
$0 (2024)

Years with missing data
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
$349,178
Expenses
$430,060
Net Income
-$80,882
Net Assets
$5,286,590
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $178,287
51.1%
Sales of Assets $170,090
48.7%
Other Income $801
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $340,019
79.1%
Compensation of Officers* $95,191
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,286,590
Total Liabilities $0
Net Assets $5,286,590
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $95,191 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$179,990
Expenses
$396,949
Net Income
-$216,959
Net Assets
$5,376,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $162,683
90.4%
Sales of Assets $17,307
9.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $325,693
82.0%
Compensation of Officers* $76,930
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,376,035
Total Liabilities $0
Net Assets $5,376,035
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $76,930 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,776
Expenses
$450,578
Net Income
-$320,802
Net Assets
$5,594,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $130,480
> 100%
Sales of Assets -$3,605
Other Income $2,901
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $380,060
84.3%
Compensation of Officers* $75,598
16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,594,000
Total Liabilities $0
Net Assets $5,594,000
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $75,598 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$247,894
Expenses
$457,654
Net Income
-$209,760
Net Assets
$5,915,106
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $137,024
55.3%
Sales of Assets $110,261
44.5%
Other Income $609
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $382,171
83.5%
Compensation of Officers* $74,210
16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,915,106
Total Liabilities $0
Net Assets $5,915,106
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $74,210 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$393,989
Expenses
$436,809
Net Income
-$42,820
Net Assets
$6,124,869
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $140,513
35.7%
Sales of Assets $253,476
64.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $372,451
85.3%
Compensation of Officers* $69,506
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,124,870
Total Liabilities $1
Net Assets $6,124,869
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $69,506 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$194,356
Expenses
$410,688
Net Income
-$216,332
Net Assets
$6,167,356
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $182,481
93.9%
Sales of Assets $11,848
6.1%
Other Income $27
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $332,936
81.1%
Compensation of Officers* $69,361
16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,167,356
Total Liabilities $0
Net Assets $6,167,356

Document Links

Fiscal Year Ending Dec.
2018

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.
2017

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.
2016

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.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$611,109
Expenses
$670,287
Net Income
-$59,178
Net Assets
$7,199,419
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $114,683
18.8%
Sales of Assets $496,426
81.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $596,480
89.0%
Compensation of Officers* $59,805
8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,199,419
Total Liabilities $0
Net Assets $7,199,419

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,372,861
Expenses
$503,388
Net Income
$869,473
Net Assets
$7,280,570
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $139,881
10.2%
Sales of Assets $1,232,680
89.8%
Other Income $300
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $409,484
81.3%
Compensation of Officers* $62,736
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,280,570
Total Liabilities $0
Net Assets $7,280,570

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$915,753
Expenses
$446,874
Net Income
$468,879
Net Assets
$6,408,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $142,199
15.5%
Sales of Assets $773,537
84.5%
Other Income $17
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $385,901
86.4%
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 $6,408,191
Total Liabilities $0
Net Assets $6,408,191

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$314,247
Expenses
$445,227
Net Income
-$130,980
Net Assets
$5,939,313
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $148,147
47.1%
Sales of Assets $166,048
52.8%
Other Income $52
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $390,721
87.8%
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 $5,939,313
Total Liabilities $0
Net Assets $5,939,313

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$199,574
Expenses
$456,916
Net Income
-$257,342
Net Assets
$6,070,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $146,533
73.4%
Sales of Assets $52,121
26.1%
Other Income $930
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $400,722
87.7%
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 $6,070,291
Total Liabilities $0
Net Assets $6,070,291

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

Fiscal Year Ending Dec.
2003

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.
2002

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.
2001

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 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.

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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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  • 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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