Nonprofit · EIN 23-2528851
JOSEPH A & CLARA S HEIM FOUNDATION
Tax-exempt · WILLIAMSPORT, PA 17701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,471 | $21,583 | -$5,112 | $362,880 | $0 | $362,880 |
| December 31, 2024 | 990-PF | $15,385 | $21,256 | -$5,871 | $367,993 | $0 | $367,993 |
| December 31, 2023 | 990-PF | $9,650 | $21,222 | -$11,572 | $373,924 | $0 | $373,924 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,324
- Net gain from sales of assets
- $147
Expenses
- Grants and similar amounts paid
- $18,060
- Disbursements for charitable purposes
- $18,376
- Excise tax on investment income
- $189
Balance sheet and other
- Total assets, start of year
- $367,993
- Total assets, end of year
- $362,880
- Total liabilities, end of year
- $0
- Net assets, end of year
- $362,880
- Fair market value of assets
- $363,133
- Qualifying distributions
- $18,376
- Net investment income
- $16,471
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD W DEWALD 400 ALLEN STREET, MONTOURSVILLE, PA 17754 | TRUSTEE | 1 | $0 |
| MARY ANN WEBSTER 3075 RIVERVIEW ROAD, RIVA, MD 21140 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD W DEWALD 400 ALLEN STREET, MONTOURSVILLE, PA 17754 | TRUSTEE | 1 | $0 |
| MARY ANN WEBSTER 3075 RIVERVIEW ROAD, RIVA, MD 21140 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD W DEWALD 400 ALLEN STREET, MONTOURSVILLE, PA 17754 | TRUSTEE | 1 | $0 |
| MARY ANN WEBSTER 3075 RIVERVIEW ROAD, RIVA, MD 21140 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2450 E 3RD ST, WILLIAMSPORT, PA 17701-4006
- In care of
- % FIRST UNION NATIONAL BANK
- Signed the 990-PF
- RICHARD W DEWALD, TRUSTEE
- Phone
- (570) 320-2468
- Return prepared by
- FIDUCIARY TAX SERVICES LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-2528851
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $362,880
- Income (IRS master file)
- $81,324
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,471 | $21,583 | $362,880 | IRS |
| 990-PF | December 2024 | $15,385 | $21,256 | $367,993 | IRS |
| 990-PF | December 2023 | $9,650 | $21,222 | $373,924 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 23-2528851).
Questions about JOSEPH A & CLARA S HEIM FOUNDATION
- What is the EIN of JOSEPH A & CLARA S HEIM FOUNDATION?
- The employer identification number (EIN) of JOSEPH A & CLARA S HEIM FOUNDATION is 23-2528851.
- Is JOSEPH A & CLARA S HEIM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does JOSEPH A & CLARA S HEIM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH A & CLARA S HEIM 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 JOSEPH A & CLARA S HEIM 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 JOSEPH A & CLARA S HEIM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOSEPH A & CLARA S HEIM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,471, expenses of $21,583 and total assets of $362,880 at year end.
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