Helene A Lit Trust

Organization summary

Type of Nonprofit

Designated as a 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,007
Expenses
$19,814
Net Income
-$7,807
Net Assets
$137,080
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,052
42.1%
Sales of Assets $5,846
48.7%
Other Income $1,109
9.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,656
84.1%
Compensation of Officers* $2,684
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 $137,080
Total Liabilities $0
Net Assets $137,080
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,684 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,950
Expenses
$4,913
Net Income
$37
Net Assets
$144,820
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,633
93.6%
Sales of Assets $100
2.0%
Other Income $217
4.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,803
57.1%
Compensation of Officers* $2,748
55.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $144,820
Total Liabilities $0
Net Assets $144,820
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,748 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,842
Expenses
$10,788
Net Income
-$2,946
Net Assets
$139,565
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,059
64.5%
Sales of Assets $2,675
34.1%
Other Income $108
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,357
77.5%
Compensation of Officers* $2,657
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 $139,565
Total Liabilities $0
Net Assets $139,565
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,657 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,813
Expenses
$13,232
Net Income
$1,581
Net Assets
$142,647
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,384
29.6%
Sales of Assets $9,820
66.3%
Other Income $609
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,860
82.1%
Compensation of Officers* $2,742
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,647
Total Liabilities $0
Net Assets $142,647
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,742 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,622
Expenses
$13,187
Net Income
-$3,565
Net Assets
$141,048
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,194
43.6%
Sales of Assets $5,428
56.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,573
80.2%
Compensation of Officers* $2,458
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $141,049
Total Liabilities $1
Net Assets $141,048
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,458 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,949
Expenses
$9,841
Net Income
$7,108
Net Assets
$144,583
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,740
22.1%
Sales of Assets $13,209
77.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,010
81.4%
Compensation of Officers* $2,260
23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $144,584
Total Liabilities $1
Net Assets $144,583
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,260 $0

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
$4,670
Expenses
$9,220
Net Income
-$4,550
Net Assets
$139,751
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,783
59.6%
Sales of Assets $1,887
40.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,808
73.8%
Compensation of Officers* $2,231
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $139,751
Total Liabilities $0
Net Assets $139,751

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,484
Expenses
$3,922
Net Income
$4,562
Net Assets
$143,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,631
42.8%
Sales of Assets $4,853
57.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,870
47.7%
Compensation of Officers* $2,338
59.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $143,972
Total Liabilities $0
Net Assets $143,972

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,907
Expenses
$5,484
Net Income
$1,423
Net Assets
$139,658
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,211
46.5%
Sales of Assets $3,696
53.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,862
34.0%
Compensation of Officers* $2,159
39.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $139,658
Total Liabilities $0
Net Assets $139,658

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,652
Expenses
$3,803
Net Income
$10,849
Net Assets
$138,081
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,572
24.4%
Sales of Assets $11,080
75.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,030
53.4%
Compensation of Officers* $2,183
57.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $138,081
Total Liabilities $0
Net Assets $138,081

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,729
Expenses
$7,211
Net Income
-$482
Net Assets
$127,510
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,509
52.1%
Sales of Assets $3,220
47.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,323
73.8%
Compensation of Officers* $2,000
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 $127,510
Total Liabilities $0
Net Assets $127,510

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 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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  • 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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