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Nonprofit · EIN 93-6138283

HELEN PAULSON GUNDERSON TRUST 6415 9301

Tax-exempt · DALLAS, TX 75265

Financials

$124K$168K2022$173K$183K2023$193K$226K2024
Revenue Expenses · by fiscal year end
Financials of HELEN PAULSON GUNDERSON TRUST 6415 9301 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$193,283$226,016-$32,733$2,196,088$0$2,196,088
November 30, 2024990-PF$172,638$183,180-$10,542$2,229,348$0$2,229,348
November 30, 2023990-PF$123,917$168,488-$44,571$2,240,484$0$2,240,484
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$81,249
Net gain from sales of assets
$112,034

Expenses

Grants and similar amounts paid
$162,044
Compensation of officers, directors and key employees
$55,080
Disbursements for charitable purposes
$184,949
Excise tax on investment income
$2,165

Balance sheet and other

Total assets, start of year
$2,229,348
Total assets, end of year
$2,196,088
Total liabilities, end of year
$0
Net assets, end of year
$2,196,088
Fair market value of assets
$4,780,896
Qualifying distributions
$184,949
Net investment income
$192,539

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$55,080
990-PF for the year ended November 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$51,241
990-PF for the year ended November 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$43,323

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% OREGON BANK TRUST
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
93-6138283
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
1980
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$2,196,088
Income (IRS master file)
$486,854

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$193,283$226,016$2,196,088XML
990-PFNovember 2024$172,638$183,180$2,229,348XML
990-PFNovember 2023$123,917$168,488$2,240,484XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––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 93-6138283).

Questions about HELEN PAULSON GUNDERSON TRUST 6415 9301

What is the EIN of HELEN PAULSON GUNDERSON TRUST 6415 9301?
The employer identification number (EIN) of HELEN PAULSON GUNDERSON TRUST 6415 9301 is 93-6138283.
Is HELEN PAULSON GUNDERSON TRUST 6415 9301 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to HELEN PAULSON GUNDERSON TRUST 6415 9301 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELEN PAULSON GUNDERSON TRUST 6415 9301 file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN PAULSON GUNDERSON TRUST 6415 9301 due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN PAULSON GUNDERSON TRUST 6415 9301 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of HELEN PAULSON GUNDERSON TRUST 6415 9301?
The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $55,080 (BANK OF AMERICA, TRUSTEE).
How much revenue does HELEN PAULSON GUNDERSON TRUST 6415 9301 have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $193,283, expenses of $226,016 and total assets of $2,196,088 at year end.

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