Nonprofit · EIN 23-7984482
SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON
Also known as 1170000135
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,404 | $15,431 | -$3,027 | $178,012 | $0 | $178,012 |
| December 31, 2024 | 990-PF | $11,183 | $14,861 | -$3,678 | $181,069 | $0 | $181,069 |
| December 31, 2023 | 990-PF | -$4,098 | $11,308 | -$15,406 | $184,751 | $0 | $184,751 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,957
- Net gain from sales of assets
- $7,447
Expenses
- Grants and similar amounts paid
- $9,966
- Compensation of officers, directors and key employees
- $5,174
- Disbursements for charitable purposes
- $12,618
- Excise tax on investment income
- $136
Balance sheet and other
- Total assets, start of year
- $181,069
- Total assets, end of year
- $178,012
- Total liabilities, end of year
- $0
- Net assets, end of year
- $178,012
- Fair market value of assets
- $224,401
- Qualifying distributions
- $12,618
- Net investment income
- $12,372
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 |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $5,174 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $5,213 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | Trustee | 5 | $1,865 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % INVESTORS TRUST COMPANY
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (844) 382-3122
- Return prepared by
- ERNST & YOUNG US LLP
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
- 23-7984482
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $178,012
- Income (IRS master file)
- $67,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,404 | $15,431 | $178,012 | XML |
| 990-PF | December 2024 | $11,183 | $14,861 | $181,069 | XML |
| 990-PF | December 2023 | -$4,098 | $11,308 | $184,751 | 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 23-7984482).
Questions about SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON
- What is the EIN of SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON?
- The employer identification number (EIN) of SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON is 23-7984482.
- Is SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON 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 SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON 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 SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,174 (TRUIST BANK, TRUSTEE).
- How much revenue does SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND TOPTON have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,404, expenses of $15,431 and total assets of $178,012 at year end.
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