Nonprofit · EIN 20-6975845
HEITMANN FOUNDATION II
Also known as THE ADVISORY TRUST OF DE
Tax-exempt · DETROIT, MI 48226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,844 | $15,591 | -$11,747 | $239,868 | $0 | $239,868 |
| June 30, 2024 | 990-PF | $9,689 | $8,766 | $923 | $249,676 | $0 | $249,676 |
| June 30, 2023 | 990-PF | $4,963 | $16,950 | -$11,987 | $250,526 | $0 | $250,526 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $9,225
- Net gain from sales of assets
- -$5,381
Expenses
- Grants and similar amounts paid
- $12,294
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $12,294
- Excise tax on investment income
- $82
Balance sheet and other
- Total assets, start of year
- $249,676
- Total assets, end of year
- $239,868
- Total liabilities, end of year
- $0
- Net assets, end of year
- $239,868
- Fair market value of assets
- $315,325
- Qualifying distributions
- $12,294
- Net investment income
- $9,225
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIAN STRANGE CHEATHAM 1211 NANTUCKETT DRIVE, HOUSTON, TX 77057 | TRUSTEE | 0 | $0 |
| ADVISORY TRUST CO OF DELAWARE 2710 CENTERVILLE ROAD STE 101, WILMINGTON, DE 19808 | TRUSTEE | 40 | $0 |
| GENEVIEVE GRATIOT CHEATHAM 12012 NAUGHTON, HOUSTON, TX 77024 | TRUSTEE | 0 | $0 |
| MARIAN MUNDY CHEATHAM 9817 WESTVIEW, HOUSTON, TX 77055 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIAN STRANGE CHEATHAM 1211 NANTUCKETT DRIVE, HOUSTON, TX 77057 | TRUSTEE | 0 | $0 |
| ADVISORY TRUST CO OF DELAWARE 2710 CENTERVILLE ROAD STE 101, WILMINGTON, DE 19808 | TRUSTEE | 40 | $0 |
| GENEVIEVE GRATIOT CHEATHAM 12012 NAUGHTON, HOUSTON, TX 77024 | TRUSTEE | 0 | $0 |
| MARIAN MUNDY CHEATHAM 9817 WESTVIEW, HOUSTON, TX 77055 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIAN STRANGE CHEATHAM 1211 NANTUCKETT DRIVE, HOUSTON, TX 77057 | TRUSTEE | 0 | $0 |
| ADVISORY TRUST CO OF DELAWARE 2710 CENTERVILLE ROAD STE 101, WILMINGTON, DE 19808 | TRUSTEE | 40 | $0 |
| GENEVIEVE GRATIOT CHEATHAM 12012 NAUGHTON, HOUSTON, TX 77024 | TRUSTEE | 0 | $0 |
| MARIAN MUNDY CHEATHAM 9817 WESTVIEW, HOUSTON, TX 77055 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 411 W LAFAYETTE BLVD, DETROIT, MI 48226-3120
- In care of
- % AST CAPITAL TRUST COMPANY
- Signed the 990-PF
- COMERICA BANK TRUST NA, TRUSTEE
- Phone
- (214) 890-5334
- Return prepared by
- SEIDEL SCHROEDER
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6975845
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $239,868
- Income (IRS master file)
- $26,958
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,844 | $15,591 | $239,868 | IRS |
| 990-PF | June 2024 | $9,689 | $8,766 | $249,676 | XML |
| 990-PF | June 2023 | $4,963 | $16,950 | $250,526 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 20-6975845).
Questions about HEITMANN FOUNDATION II
- What is the EIN of HEITMANN FOUNDATION II?
- The employer identification number (EIN) of HEITMANN FOUNDATION II is 20-6975845.
- Is HEITMANN FOUNDATION II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to HEITMANN FOUNDATION II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEITMANN FOUNDATION II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEITMANN FOUNDATION II due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEITMANN FOUNDATION II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HEITMANN FOUNDATION II?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HEITMANN FOUNDATION II have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,844, expenses of $15,591 and total assets of $239,868 at year end.
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