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Nonprofit · EIN 04-6834092

BECTON FAMILY FOUNDATION TR

Also known as HEATTER JUSTIN W TTEE

Tax-exempt · HOMOSASSA, FL 34487

Financials

$607K$506K2025
Revenue Expenses · by fiscal year end
Financials of BECTON FAMILY FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$606,623$506,378$100,245$161,716$0$161,716
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$142,435
Net gain from sales of assets
$464,188

Expenses

Grants and similar amounts paid
$465,000
Compensation of officers, directors and key employees
$23,708
Disbursements for charitable purposes
$470,958
Excise tax on investment income
$7,971

Balance sheet and other

Total assets, start of year
$59,471
Total assets, end of year
$161,716
Total liabilities, end of year
$0
Net assets, end of year
$161,716
Fair market value of assets
$6,091,450
Qualifying distributions
$470,958
Net investment income
$601,922

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SHEILA HEATTER
PO BOX 308, HOMOSASSA, FL 34487
TRUSTEE - AS REQUIRED1$19,050
JUSTIN HEATTER
PO BOX 308, HOMOSASSA, FL 34487
TRUSTEE - AS REQUIRED1$4,658
HENRY P BECTON JR
9 MUSKETAQUID ROAD, CONCORD, MA 01742
TRUSTEE - AS REQUIRED0$0
LIZ BECTON-READ
76 13TH AVENUE SOUTH, NAPLES, FL 34102
TRUSTEE - AS REQUIRED0$0
JEAN BECTON BACON
1733 LAS CANOAS ROAD, SANTA BARBARA, CA 93105
TRUSTEE - AS REQUIRED0$0
CYNTHIA BECTON
20 JERSEY LANE, MANCHESTER, MA 01944
TRUSTEE - AS REQUIRED0$0
JEFFERY BECTON
94 FRENCH CAMP DRIVE, DEER ISLE, ME 04627
TRUSTEE - AS REQUIRED0$0

Address and contacts

Address (IRS master file)
PO BOX 308, HOMOSASSA, FL 34487-0308
In care of
% SHEILA HEATTER
Signed the 990-PF
SHEILA HEATTER, TRUSTEE
Phone
(352) 872-7272
Return prepared by
PROSPERITY PARTNERS

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6834092
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$161,716
Income (IRS master file)
$606,665

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$545,925$550,459$1,204,770IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about BECTON FAMILY FOUNDATION TR

What is the EIN of BECTON FAMILY FOUNDATION TR?
The employer identification number (EIN) of BECTON FAMILY FOUNDATION TR is 04-6834092.
Is BECTON FAMILY FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to BECTON FAMILY FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BECTON FAMILY FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BECTON FAMILY FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BECTON FAMILY FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BECTON FAMILY FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $19,050 (SHEILA HEATTER, TRUSTEE - AS REQUIRED).
How much revenue does BECTON FAMILY FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $606,623, expenses of $506,378 and total assets of $161,716 at year end.

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