Nonprofit · EIN 23-7984483
SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND BETHANY
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,253 | $15,557 | -$2,304 | $182,024 | $0 | $182,024 |
| December 31, 2024 | 990-PF | $11,908 | $15,212 | -$3,304 | $184,357 | $0 | $184,357 |
| December 31, 2023 | 990-PF | -$3,741 | $11,649 | -$15,390 | $187,666 | $0 | $187,666 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,059
- Net gain from sales of assets
- $8,194
Expenses
- Grants and similar amounts paid
- $9,961
- Compensation of officers, directors and key employees
- $5,290
- Disbursements for charitable purposes
- $12,671
- Excise tax on investment income
- $146
Balance sheet and other
- Total assets, start of year
- $184,357
- Total assets, end of year
- $182,024
- Total liabilities, end of year
- $0
- Net assets, end of year
- $182,024
- Fair market value of assets
- $229,624
- Qualifying distributions
- $12,671
- Net investment income
- $13,220
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 | $5,290 |
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 | $5,329 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | Trustee | 5 | $1,911 |
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
- (804) 273-7445
- 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
- 23-7984483
- 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)
- $182,024
- Income (IRS master file)
- $69,232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,253 | $15,557 | $182,024 | XML |
| 990-PF | December 2024 | $11,908 | $15,212 | $184,357 | XML |
| 990-PF | December 2023 | -$3,741 | $11,649 | $187,666 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 23-7984483).
Questions about SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND BETHANY
- What is the EIN of SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND BETHANY?
- The employer identification number (EIN) of SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND BETHANY is 23-7984483.
- Is SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND BETHANY 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 BETHANY 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 BETHANY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND BETHANY 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 BETHANY 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 BETHANY?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,290 (TRUIST BANK, TRUSTEE).
- How much revenue does SAMUEL S HEFFNER AND MISSOURI S HEFFNER MEMORIAL FUND BETHANY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,253, expenses of $15,557 and total assets of $182,024 at year end.
Other nonprofits in ORLANDO
- TRUIST FOUNDATION INC EIN 23-7336418 · last filed 990-PF for 2024
- UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC EIN 59-3086453 · last filed 990 for 2025
- HEART OF FLORIDA UNITED WAY EIN 59-0808854 · last filed 990 for 2025
- NONNAS GARDEN A PRIVATE FOUNDATION EIN 13-7548350 · last filed 990-PF for 2024
- CENTRAL FLORIDA FOUNDATION INC EIN 59-3182886 · last filed 990 for 2026
- DR PHILLIPS INC EIN 59-0724702 · last filed 990 for 2025
- AGGARWAL & GUPTA FAMILY FOUNDATION INC EIN 59-3623323 · last filed 990 for 2024
- EOS FOUNDATION EIN 30-6767487 · last filed 990-PF for 2025
All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations