HERITAGE FOUNDATION

Financials

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 for the year ended December 31, 2024, highest compensation first.

Address and contacts

Address (IRS master file)

214 MASSACHUSETTS AVENUE NE, WASHINGTON, DC 20002-4958

In care of

% LUKE MODZELEWSKI

Principal officer (990 for 2024)

KEVIN D ROBERTS, 214 MASSACHUSETTS AVE NE, WASHINGTON, DC 200024958

Signed the 990

KEVIN D ROBERTS, PRESIDENT

Phone

(202) 546-4400

Website

WWW.HERITAGE.ORG

Return prepared by

RSM US LLP

Mission

TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE.

Program accomplishments

• EDUCATIONAL PROGRAMS AND COMMUNICATIONS:THE HERITAGE FOUNDATION (THE FOUNDATION) HOSTS EVENTS AND SPONSORS PROGRAMS TO EDUCATE POLICYMAKERS, GOVERNMENT OFFICIALS, THE ACADEMIC COMMUNITY, JOURNALISTS, AND THE GENERAL PUBLIC ON TOPICS RANGING FROM THE CONSTITUTION AND CIVIL SOCIETY TO POLITICAL PHILOSOPHY AND LEGAL JURISPRUDENCE.IN 2024, A STRATEGY FORUM WAS HELD THAT CONVENED 200 MOVEMENT LEADERS AND EXPERTS IN POLICY RESEARCH, STRATEGY, AND COMMUNICATION TO EXCHANGE ACTIONABLE INSIGHTS, DEVELOP STRATEGIC PLANS, AND STRENGTHEN COLLABORATION ON KEY PRIORITIES SHAPING THE CONSERVATIVE MOVEMENT.THE FOUNDATION'S EVENTS AND PROGRAMMING TEAM PRODUCED 56 PUBLIC EVENTS, ATTRACTING OVER 11,000 VIRTUAL AND IN-PERSON ATTENDEES. OVER 160 INDIVIDUALS IN AND OUTSIDE THE ORGANIZATION SPOKE ON OUR PUBLIC STAGE. SPEAKERS INCLUDED CURRENT AND FORMER GOVERNMENT OFFICIALS. PROGRAMS WERE FOCUSED ON A RANGE OF POLICY ISSUES INCLUDING FOREIGN POLICY, EDUCATION, MARRIAGE AND FAMILY, IMMIGRATION, ENERGY, AND MORE.THE INTERN PROGRAM HOSTED A TOTAL OF 167 INTERNS IN A FULLY IMMERSIVE WORK-STUDY EXPERIENCE THAT INCLUDED FIRST PRINCIPLES AND POLICY LECTURES, PROFESSIONAL DEVELOPMENT SESSIIONS, AND FIELD TRIPS.THE FOUNDATION'S PEOPLE PIPELINE TRAINED OVER 2,000 ACADEMY ENROLLEES FROM 50 STATES AND 40+ COUNTRIES, HOSTED 150+ COLLEGE INTERNS, AND WELCOMED 31 HIGH SCHOOL FELLOWS.
  Expenses $50,089,211 · grants $8,665,000 · revenue $69,247
• PUBLIC POLICY RESEARCH:THE FOUNDATION PRODUCES RESEARCH PAPERS ANNUALLY, INCLUDING ISSUE BRIEFS, BLOG POSTS, FACT SHEETS, BACKGROUNDERS, GUIDES, AND BOOKS ADDRESSING A BROAD RANGE OF ECONOMIC, DOMESTIC, FOREIGN, NATIONAL SECURITY, AND LEGAL POLICY ISSUES. THE FOUNDATION PUBLISHED 33 ISSUE BRIEFS, 66 BACKGROUNDERS, 20 LEGAL MEMORANDA, 20 FACTSHEETS AND 27 SPECIAL REPORTS. THE FOUNDATION ALSO REGULARLY PUBLISHES CONTENT ACROSS SOCIAL MEDIA PLATFORMS AS THE PUBLIC HAS SHIFTED ITS CONTENT AND CONSUMPTION TO THOSE CHANNELS. THE SOCIAL MEDIA FOOTPRINT GREW TO 3.3 MILLION TOTAL FOLLOWERS, INCLUDING 1.9 MILLION ON FACEBOOK, 720,000 ON X, 424,000 YOUTUBE SUBSCRIBERS, AND 262,000 ON INSTAGRAM. THE ASIAN STUDIES CENTER PRODUCED 21 REPORTS, 40+ OP-EDS, AND HOSTED 22 EVENTS TO COUNTER CHINA'S INFLUENCE, WHILE THE TECH POLICY CENTER SUPPORTED MULTIPLE STATE-LEVEL BIG TECH INVESTIGATIONS.THE FOUNDATION'S PROJECT 2025 PRESIDENTIAL TRANSITION PROJECT GARNERED MILLIONS OF PAGE VIEWS AND DOWNLOADS OF THE MANDATE FOR LEADERSHIP, REPRESENTING OVER 100 CONSERVATIVE ORGANIZATIONS AND SPARKING 50 PLUS FACT CHECKS IN MAJOR MEDIA OUTLETS.DURING 2024, A PERSONAL INFLATION CALCULATOR WAS RELEASED THAT ATTRACTED 140,000 VISITS IN ITS FIRST MONTH, WITH MENTIONS REACHING NEARLY 900,000. THE ELECTION INTEGRITY SCORECARD DOCUMENTED 1,600 PROVEN CASES OF ELECTION FRAUD AND SAW 27 STATES IMPROVE THEIR ELECTION LAWS SINCE 2021. THE ELECTION FRAUD MAP GENERATED 145,000 PAGE VIEWS, ENHANCING PUBLIC ACCESS TO CRITICAL DATA. THE EDUCATION FREEDOM REPORT CARD NOTED 25 STATES ENHANCING THEIR RANKINGS SINCE 2022, WITH 11 STATES ACHIEVING UNIVERSAL EDUCATION CHOICE.
  Expenses $48,914,924 · grants $25,150
• MEDIA, GOVERNMENT RELATIONS, AND OUTREACH:THE FOUNDATION DISTRIBUTES ITS RESEARCH PRODUCTS TO MEMBERS OF CONGRESS, CONGRESSIONAL STAFF, POLICYMAKERS IN THE EXECUTIVE BRANCH OF THE FEDERAL GOVERNMENT, STATE OFFICIALS, JOURNALISTS, MEMBERS OF THE ACADEMIC COMMUNITY, OTHER NON-PROFIT ORGANIZATIONS, THE GENERAL PUBLIC, AND DONORS. THE FOUNDATION CONDUCTS HUNDREDS OF BRIEFINGS FOR DOMESTIC AND INTERNATIONAL OFFICIALS, POLICYMAKERS, EXPERTS, AND LAWMAKERS AND THEIR STAFF ON ISSUES RANGING FROM FEDERAL SPENDING AND UNFUNDED LIABILITIES TO HOMELAND SECURITY, TAX, AND HEALTH POLICY. IN 2024, THE GOVERNMENT RELATIONS TEAM HELD 194 MEETINGS WITH CONGRESSIONAL STAFF AND SAW 32 MEMBERS OF CONGRESS PARTICIPATE IN EVENTS, WHILE CONDUCTING 72 EDUCATIONAL MEETINGS WITH HILL STAFF AND 18 NONPARTISAN CANDIDATE BRIEFINGS.IN 2024, THE FOUNDATION AMPLIFIED ITS NATIONAL PRESENCE WITH 1,983 TV HITS, 2,325 RADIO HITS, 158 PODCAST APPEARANCES, AND 870 OP-EDS PLACED, SHAPING PUBLIC DISCOURSE COAST TO COAST.THE FOUNDATION REACHED 34 MILLION AMERICANS AND NON-PARTISAN VOTER REGISTRATION EFFORTS ENGAGED 85,000 HOMES AND 25,000 VOTERS.THE FOUNDATION HOSTED OR SPONSORED 128 EVENTS ACROSS 28 STATES AND 40 COUNTRIES, REACHING OVER 228,000 CONSERVATIVES IN-PERSON, AND INVESTED $1.1 MILLION IN 72 PARTNER ORGANIZATIONS.THE OVERSIGHT PROJECT WORKS FOR A U.S. GOVERNMENT THAT IS RESPONSIBLE, AND ACCOUNTABLE TO ITS CITIZENS. IN 2024, 65,000 FREEDOM OF INFORMATION ACT (FOIA) REQUESTS WERE FILED WITH THE CURRENT ADMINISTRATION IN ADDITION TO VARIOUS STATE GOVERNMENTS. IN ADDITION, A TOTAL OF 100 LAWSUITS WERE LAUNCHED NATIONWIDE, EXPOSING GOVERNMENT ACTIVITIES AND DRIVING ACCOUNTABILITY.ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2024 ANNUAL REPORT, AVAILABLE ONLINE AT HTTPS://WWW.HERITAGE.ORG/ARTICLE/THE-HERITAGE-FOUNDATIONS-FINANCIAL-INFORMATION.
  Expenses $18,343,317 · grants $356,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

23-7327730

Tax-exempt status

501(c)(3): Charitable, religious, educational or scientific organization

Foundation status

Publicly supported organization (170(b)(1)(A)(vi))

Donations deductible (Pub 78)

Public charity, 50% deduction limit

Exempt since

1973

Accounting year ends

December

Files

Form 990 or 990-EZ

Category (NTEE)

Public and societal benefit (W050)

Assets (IRS master file)

$413,819,868

Income (IRS master file)

$147,027,845

Filing history

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 23-7327730).

Questions about HERITAGE FOUNDATION

What is the EIN of HERITAGE FOUNDATION?

The employer identification number (EIN) of HERITAGE FOUNDATION is 23-7327730.

Is HERITAGE FOUNDATION tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.

Are donations to HERITAGE FOUNDATION tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does HERITAGE FOUNDATION file?

Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.

When is the next return of HERITAGE FOUNDATION due?

The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did HERITAGE FOUNDATION last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended December 2024.

Who is the principal officer of HERITAGE FOUNDATION?

The 990 for the year ended December 31, 2024 names KEVIN D ROBERTS.

Who are the officers and directors of HERITAGE FOUNDATION?

The 990 for the year ended December 31, 2024 lists 29 people; 12 received compensation from the organization, the highest $682,571 (KEVIN ROBERTS, PRESIDENT).

How much revenue does HERITAGE FOUNDATION have?

On its 990 for the year ended December 31, 2024 it reported revenue of $133,868,147, expenses of $142,200,535 and total assets of $413,819,868 at year end.

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