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Charles M Hellmann Trust Fbo 33 02961 000

Sibella Hellmann Fund
  • Dallas, TX
  • Tax-exempt since Oct. 1972
  • EIN: 06-6024715

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.12M (2024)

Expenses
$1.02M (2024)

Total Assets
$20.9M (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
$1,124,204
Expenses
$1,017,758
Net Income
$106,446
Net Assets
$20,943,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $630,614
56.1%
Sales of Assets $493,590
43.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $894,570
87.9%
Compensation of Officers* $165,471
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,943,847
Total Liabilities $0
Net Assets $20,943,847
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $165,471 $0

Document Links

990-PF
Filed on March 27, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$823,203
Expenses
$550,149
Net Income
$273,054
Net Assets
$20,839,809
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $549,444
66.7%
Sales of Assets $273,759
33.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $442,424
80.4%
Compensation of Officers* $142,008
25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,839,809
Total Liabilities $0
Net Assets $20,839,809
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $142,008 $0

Document Links

990-PF
Filed on April 16, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$439,742
Expenses
$1,499,023
Net Income
-$1,059,281
Net Assets
$20,566,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $446,587
> 100%
Sales of Assets -$6,845
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,392,932
92.9%
Compensation of Officers* $141,336
9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,566,740
Total Liabilities $0
Net Assets $20,566,740
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $141,336 $0

Document Links

990-PF
Filed on April 26, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,573,491
Expenses
$1,274,415
Net Income
$299,076
Net Assets
$21,630,438
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $472,389
30.0%
Sales of Assets $1,101,102
70.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,148,397
90.1%
Compensation of Officers* $152,578
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 $21,630,438
Total Liabilities $0
Net Assets $21,630,438
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $152,578 $0

Document Links

990-PF
Filed on March 22, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,500,675
Expenses
$1,250,071
Net Income
$250,604
Net Assets
$21,311,964
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $507,714
33.8%
Sales of Assets $991,997
66.1%
Other Income $964
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,162,023
93.0%
Compensation of Officers* $131,645
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 $21,311,965
Total Liabilities $1
Net Assets $21,311,964
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $131,645 $0

Document Links

990-PF
Filed on March 26, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$764,747
Expenses
$1,030,554
Net Income
-$265,807
Net Assets
$21,080,495
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $503,629
65.9%
Sales of Assets $261,118
34.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $928,314
90.1%
Compensation of Officers* $129,624
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,080,496
Total Liabilities $1
Net Assets $21,080,495
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $129,624 $0

Document Links

990-PF
Filed on July 8, 2020

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

View Filing
PDF XML

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

990-PF

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

PDF

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

990-PF

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

PDF

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

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$925,514
Expenses
$1,073,393
Net Income
-$147,879
Net Assets
$19,750,216
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $414,904
44.8%
Sales of Assets $499,031
53.9%
Other Income $11,579
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,010,209
94.1%
Compensation of Officers* $95,842
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 $19,750,216
Total Liabilities $0
Net Assets $19,750,216

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,537,969
Expenses
$1,179,813
Net Income
$1,358,156
Net Assets
$19,793,535
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $423,833
16.7%
Sales of Assets $2,114,136
83.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,036,188
87.8%
Compensation of Officers* $93,879
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,793,535
Total Liabilities $0
Net Assets $19,793,535

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,815,305
Expenses
$1,021,830
Net Income
$1,793,475
Net Assets
$18,125,975
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $444,180
15.8%
Sales of Assets $2,371,110
84.2%
Other Income $15
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $962,295
94.2%
Compensation of Officers* $69,866
6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,125,975
Total Liabilities $0
Net Assets $18,125,975

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$934,423
Expenses
$905,761
Net Income
$28,662
Net Assets
$16,400,346
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $474,819
50.8%
Sales of Assets $459,553
49.2%
Other Income $51
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $864,949
95.5%
Compensation of Officers* $55,109
6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,400,346
Total Liabilities $0
Net Assets $16,400,346

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$712,311
Expenses
$955,114
Net Income
-$242,803
Net Assets
$16,371,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $428,268
60.1%
Sales of Assets $284,043
39.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $898,553
94.1%
Compensation of Officers* $56,545
5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,371,155
Total Liabilities $0
Net Assets $16,371,155

Document Links

990-PF

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

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

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

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

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

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 »

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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About Nonprofit Explorer

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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