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Nonprofit · EIN 20-6499568

HERITAGE CHARITABLE RESEARCH TR

Also known as FIKES VIRGINIA F TTEE

Tax-exempt · FULTON, MS 38843

Financials

$17K$17K2023$86K$93K2024$0$55K2025
Revenue Expenses · by fiscal year end
Financials of HERITAGE CHARITABLE RESEARCH TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$0$55,218-$55,218$28,863$0$28,863
December 31, 2024990-PF$86,302$92,613-$6,311$84,081$0$84,081
December 31, 2023990-PF$16,526$16,521$5$90,392$0$90,402
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Expenses

Grants and similar amounts paid
$2,000
Disbursements for charitable purposes
$2,000

Balance sheet and other

Total assets, start of year
$84,081
Total assets, end of year
$28,863
Total liabilities, end of year
$0
Net assets, end of year
$28,863
Qualifying distributions
$2,000

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
LYNDELL FIKES
5196 HWY 78 EAST, FULTON, MS 38843
TREASURER0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
LYNDELL FIKES
5196 HWY 78 EAST, FULTON, MS 38843
TREASURER0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
LYNDELL FIKES
5196 HWY 78 EAST, FULTON, MS 38843
TREASURER0$0

Address and contacts

Address (IRS master file)
5196 HIGHWAY 178 E, FULTON, MS 38843-8309
In care of
% VIRGINIA F FIKES
Signed the 990-PF
LYNDELL FIKES, TREASURER
Phone
(662) 862-9514
Return prepared by
FRANKS FRANKS WILEMON & HAGOOD PA

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
20-6499568
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$28,863
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$0$55,218$28,863XML
990-PFDecember 2024$86,302$92,613$84,081IRS
990-PFDecember 2023$16,526$16,521$90,392XML
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 20-6499568).

Questions about HERITAGE CHARITABLE RESEARCH TR

What is the EIN of HERITAGE CHARITABLE RESEARCH TR?
The employer identification number (EIN) of HERITAGE CHARITABLE RESEARCH TR is 20-6499568.
Is HERITAGE CHARITABLE RESEARCH TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to HERITAGE CHARITABLE RESEARCH TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERITAGE CHARITABLE RESEARCH TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HERITAGE CHARITABLE RESEARCH 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 HERITAGE CHARITABLE RESEARCH 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 HERITAGE CHARITABLE RESEARCH TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does HERITAGE CHARITABLE RESEARCH TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $0, expenses of $55,218 and total assets of $28,863 at year end.

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