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Nonprofit · EIN 23-7017100

HERITAGE MARK FOUNDATION

Tax-exempt · CASTLE ROCK, CO 80104

Financials

$423K$290K2023$1.5M$145K2024$2.7M$392K2025
Revenue Expenses · by fiscal year end
Financials of HERITAGE MARK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,727,204$391,586$2,335,618$15,640,443$0$15,640,443
December 31, 2024990-PF$1,491,580$145,057$1,346,523$14,278,908$0$14,278,908
December 31, 2023990-PF$423,436$290,198$133,238$12,932,385$0$12,932,385
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$570,710
Dividends
$732,504
Interest
$84
Net gain from sales of assets
$1,423,906

Expenses

Grants and similar amounts paid
$350,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$350,000
Excise tax on investment income
$29,752

Balance sheet and other

Total assets, start of year
$14,278,908
Total assets, end of year
$15,640,443
Total liabilities, end of year
$0
Net assets, end of year
$15,640,443
Fair market value of assets
$45,320,850
Qualifying distributions
$350,000
Net investment income
$2,156,494

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
David R Foote
5202 Knobcone Drive, Castle Rock, CO 80104
President0.5$0
Matthew D Foote
6132 Green Road, Haslett, MI 48840
Treasurer/ Secretary0.5$0
Amy E Foote
5202 Knobcone Drive, Castle Rock, CO 80104
Vice President0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
David R Foote
5202 Knobcone Drive, Castle Rock, CO 80104
President0.5$0
Matthew D Foote
6132 Green Road, Haslett, MI 48840
Treasurer/ Secretary0.5$0
Amy E Foote
5202 Knobcone Drive, Castle Rock, CO 80104
Vice President0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
David R Foote
5202 Knobcone Drive, Castle Rock, CO 80104
President0.5$0
Matthew D Foote
6132 Green Road, Haslett, MI 48840
Treasurer/ Secretary0.5$0
Amy E Foote
5202 Knobcone Drive, Castle Rock, CO 80104
Vice President0.5$0

Address and contacts

Address (IRS master file)
4833 FRONT STREET SUITE B 408, CASTLE ROCK, CO 80104-7902
Signed the 990-PF
David R Foote, President
Phone
(818) 720-4583
Return prepared by
Money Forward WhippleWood 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 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
23-7017100
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
1969
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,640,443
Income (IRS master file)
$8,112,375

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,727,204$391,586$15,640,443XML
990-PFDecember 2024$1,491,580$145,057$14,278,908IRS
990-PFDecember 2023$423,436$290,198$12,932,385XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 23-7017100).

Questions about HERITAGE MARK FOUNDATION

What is the EIN of HERITAGE MARK FOUNDATION?
The employer identification number (EIN) of HERITAGE MARK FOUNDATION is 23-7017100.
Is HERITAGE MARK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to HERITAGE MARK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERITAGE MARK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HERITAGE MARK 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 HERITAGE MARK 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 HERITAGE MARK FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HERITAGE MARK FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,727,204, expenses of $391,586 and total assets of $15,640,443 at year end.

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