Charles M Hellmann Trust Fbo 33-02961-000
- Assets
- $21.6m
- Revenue
- $1.6m
- Investments
- $20.7m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 10/1972
- Data as of
- 12/2021
- EIN
- 06-6024715
Organization Overview
Charles M Hellmann Trust Fbo 33-02961-000 is located in Dallas, TX. The organization was established in 1972. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2021, Charles M Hellmann Trust Fbo 33-02961-000 generated $1.6m in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 27.2% each year . All expenses for the organization totaled $1.3m during the year ending 12/2021. While expenses have increased by 7.3% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $472,389 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,101,102 |
| Capital Gain Net Income | $1,101,102 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,573,491 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $152,578 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $33,721 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $188,549 |
| Contributions, gifts, grants paid | $1,085,866 |
| Total expenses and disbursements | $1,274,415 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $912,291 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $21,630,438 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Charles M Hellmann Trust Fbo 33-02961-000 has awarded $1,085,866 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ST MARY'S HOSPITAL INC PURPOSE: UNRESTRICTED GENERAL | $542,933 |
WATERBURY HOSPITAL PURPOSE: UNRESTRICTED GENERAL | $542,933 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
Nancy Ann Hunt Foundation Dallas, TX | $31,623,544 | $3,101,295 |
Don & Sybil Harrington Foundation Amarillo, TX | $137,610,156 | $21,691,315 |
John G Kenedy Jr Charitable Trust San Antonio, TX | $156,709,366 | $16,142,301 |
Bnsf Foundation Fort Worth, TX | $5,580,534 | $10,145,505 |
Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee Dallas, TX | $63,158,301 | $11,519,606 |
Thomas M & Helen Mckee & John P Ryan Foundation Inc Fort Worth, TX | $135,188,288 | $6,250,331 |
Charles G Woodward Tr Uw Dallas, TX | $129,576,152 | $18,439,245 |
John G Kenedy Jr Charitable Tr -Surface Estate Tr San Antonio, TX | $47,111,872 | $10,559,440 |
Mccombs Enterprises Flexible Benefit Cafeteria Plan & Trust San Antonio, TX | $5,330,904 | $6,919,349 |
J A & Leta M Chapman Tr 10267 Tulsa, OK | $125,788,673 | $4,652,723 |
David M Crowley Foundation Dallas, TX | $161,428,863 | $16,560,741 |