Helen Ehrman Charitable Remainder Trust

Private foundation · Grantmaker Dallas, TX EIN: 36-7436378

Helen Ehrman Charitable Remainder Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $496K in total assets. In 2025, it awarded 1 grant totaling $23K. Net investment income was $48K.

Key facts about Helen Ehrman Charitable Remainder Trust

In short: Helen Ehrman Charitable Remainder Trust gave $23K across 1 grant in 2025 (avg $23K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
36-7436378
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$23,477
Grants made (2025)
1
Average grant
$23,477
Median grant
$23,477
Total assets
$496,246
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$496K

+4.1% YoY

Annual Giving

$23K

+9.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$23K

+9.3% YoY

Under IRS private-foundation payout rules, Helen Ehrman Charitable Remainder Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How Helen Ehrman Charitable Remainder Trust gives

  • Giving grew 64% from 2022 to 2025. Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Riverview

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

From 2019 to 2025, annual grant giving ranged from $14K (2022) to $23K (2025). In 2025 it made 1 grant totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

St Matthew's Church: $23KSt Matthew's Church$23K

The largest 2025 recipient was St Matthew's Church ($23K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Matthew's Church Riverview, FLUnrestricted General$23,477

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019202020212022202320242025
Metric202520242023
Total Assets$496,246$476,911$461,188
Revenue$54,146$48,000$11,178
Expenses$34,966$31,756$30,768
Qualifying Distributions$27,297$25,119$25,118
Net Investment Income$47,606$41,306$6,353
Distributable Amount$28,769$27,107$24,830

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Helen Ehrman Charitable Remainder Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $8K (2021) → $8K (2025)

  • Greg W. Crawford

    Selection Committee Member

    On filings since 2019

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $8KBank of AmericaTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Bank of America (Trustee).

Frequently asked questions about Helen Ehrman Charitable Remainder Trust

How much does Helen Ehrman Charitable Remainder Trust give each year?

Helen Ehrman Charitable Remainder Trust gave $23K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 1 grant.

How large is Helen Ehrman Charitable Remainder Trust?

Helen Ehrman Charitable Remainder Trust reported $496K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).

Where does Helen Ehrman Charitable Remainder Trust operate?

Helen Ehrman Charitable Remainder Trust has awarded grants in Florida.

What is Helen Ehrman Charitable Remainder Trust's EIN?

Helen Ehrman Charitable Remainder Trust's EIN (Employer Identification Number) is 36-7436378. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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