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Nonprofit · EIN 20-5881913

HEIDT FAMILY FOUNDATION

Tax-exempt · CINCINNATI, OH 45243

Financials

$2.9M$2.8M2023$2.7M$2.1M2024$3.8M$2M2025
Revenue Expenses · by fiscal year end
Financials of HEIDT FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,791,590$1,999,238$1,792,352$758,702$0$758,702
December 31, 2024990-PF$2,716,221$2,106,895$609,326$661,281$0$661,281
December 31, 2023990-PF$2,934,961$2,783,194$151,767$621,079$0$621,079
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,080,672
Dividends
$48,200
Net gain from sales of assets
$1,662,718

Expenses

Grants and similar amounts paid
$1,969,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,969,500
Excise tax on investment income
$23,565

Balance sheet and other

Total assets, start of year
$661,281
Total assets, end of year
$758,702
Total liabilities, end of year
$0
Net assets, end of year
$758,702
Fair market value of assets
$1,855,952
Qualifying distributions
$1,969,500
Net investment income
$1,710,918

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
ROBERT S HEIDT JR
605 Indian Hill Trail, CINCINNATI, OH 452431503
TRUSTEE1$0
JULIA S HEIDT
3875 GORDON DRIVE, NAPLES, FL 341027911
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ROBERT S HEIDT JR
605 Indian Hill Trail, CINCINNATI, OH 452431503
TRUSTEE1$0
JULIA S HEIDT
3875 GORDON DRIVE, NAPLES, FL 341027911
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ROBERT S HEIDT JR
605 Indian Hill Trail, CINCINNATI, OH 452431503
TRUSTEE1$0
JULIA S HEIDT
3875 GORDON DRIVE, NAPLES, FL 341027911
TRUSTEE1$0

Address and contacts

Address (IRS master file)
605 INDIAN HILL TRL, CINCINNATI, OH 45243-4051
In care of
% ROBERT S HEIDT
Signed the 990-PF
ROBERT S HEIDT JR, TRUSTEE
Phone
(513) 873-1284
Return prepared by
MMB CPAs & Advisors

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
20-5881913
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$758,702
Income (IRS master file)
$4,133,253

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,791,590$1,999,238$758,702XML
990-PFDecember 2024$2,716,221$2,106,895$661,281XML
990-PFDecember 2023$2,934,961$2,783,194$621,079XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-5881913).

Questions about HEIDT FAMILY FOUNDATION

What is the EIN of HEIDT FAMILY FOUNDATION?
The employer identification number (EIN) of HEIDT FAMILY FOUNDATION is 20-5881913.
Is HEIDT FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to HEIDT FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HEIDT FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HEIDT FAMILY FOUNDATION 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 HEIDT FAMILY FOUNDATION 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 HEIDT FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does HEIDT FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,791,590, expenses of $1,999,238 and total assets of $758,702 at year end.

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