Nonprofit · EIN 74-6391308
HELEN H WILLIS CHARITABLE TRUST
Also known as FANCHER ROBERT C TTEE
Tax-exempt · CORPUS CHRISTI, TX 78401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $30,434 | $24,022 | $6,412 | $438,824 | $0 | $438,824 |
| May 31, 2024 | 990-PF | $32,493 | $27,625 | $4,868 | $432,729 | $0 | $432,729 |
| May 31, 2023 | 990-PF | $20,372 | $36,077 | -$15,705 | $426,015 | $0 | $426,015 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $17,122
- Interest
- $220
- Net gain from sales of assets
- $9,883
- Other income
- $3,209
Expenses
- Grants and similar amounts paid
- $18,000
- Compensation of officers, directors and key employees
- $4,171
- Disbursements for charitable purposes
- $22,180
- Excise tax on investment income
- $307
Balance sheet and other
- Total assets, start of year
- $432,729
- Total assets, end of year
- $438,824
- Total liabilities, end of year
- $0
- Net assets, end of year
- $438,824
- Fair market value of assets
- $432,455
- Qualifying distributions
- $22,180
- Net investment income
- $23,866
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT C FANCHER 711 N CARANCAHUA ST STE 1250, CORPUS CHRISTI, TX 78401 | TRUSTEE | 0 | $4,171 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT C FANCHER 711 N CARANCAHUA ST STE 1250, CORPUS CHRISTI, TX 78401 | TRUSTEE | 0 | $2,620 |
990-PF for the year ended May 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT C FANCHER 606 N CARANCAHUA ST STE 1500, CORPUS CHRISTI, TX 78401 | TRUSTEE | 0 | $3,670 |
Address and contacts
- Address (IRS master file)
- 711 N CARANCAHUA ST SUITE 1250, CORPUS CHRISTI, TX 78401-0599
- Signed the 990-PF
- ROBERT C FANCHER, TRUSTEE
- Phone
- (361) 882-7001
- Return prepared by
- FANCHER & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6391308
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $438,824
- Income (IRS master file)
- $79,226
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $30,434 | $24,022 | $438,824 | XML |
| 990-PF | May 2024 | $32,493 | $27,625 | $432,729 | XML |
| 990-PF | May 2023 | $20,372 | $36,077 | $426,015 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-6391308).
Questions about HELEN H WILLIS CHARITABLE TRUST
- What is the EIN of HELEN H WILLIS CHARITABLE TRUST?
- The employer identification number (EIN) of HELEN H WILLIS CHARITABLE TRUST is 74-6391308.
- Is HELEN H WILLIS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to HELEN H WILLIS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN H WILLIS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN H WILLIS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN H WILLIS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of HELEN H WILLIS CHARITABLE TRUST?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,171 (ROBERT C FANCHER, TRUSTEE).
- How much revenue does HELEN H WILLIS CHARITABLE TRUST have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $30,434, expenses of $24,022 and total assets of $438,824 at year end.
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