Nonprofit · EIN 26-6727396
FRED J & RUTH HEFLIN COFER FOUNDATION TR
Also known as KEITH HEFLIN TTEE
Tax-exempt · CARTERSVILLE, GA 30120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $71,493 | $179,703 | -$108,210 | $1,347,442 | $3,160 | $1,344,282 |
| December 31, 2023 | 990-PF | $61,645 | $188,660 | -$127,015 | $1,456,003 | $3,511 | $1,452,492 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $41,288
- Other income
- $30,205
Expenses
- Grants and similar amounts paid
- $3,498
- Compensation of officers, directors and key employees
- $68,900
- Salaries, compensation and benefits (total)
- $67,600
- Disbursements for charitable purposes
- $10,099
- Excise tax on investment income
- $994
Balance sheet and other
- Total assets, start of year
- $1,456,003
- Total assets, end of year
- $1,347,442
- Total liabilities, end of year
- $3,160
- Net assets, end of year
- $1,344,282
- Fair market value of assets
- $1,347,442
- Qualifying distributions
- $10,099
- Net investment income
- $71,493
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keith Heflin 540 Crowe Springs Road NW, White, GA 30184 | Trustee | 30 | $68,900 |
| Steve Heflin 406 Greenridge Road, Cartersville, GA 30120 | Trustee | 30 | $67,600 |
| Suzanne Heflin Strickland 542 Crowe Springs Road NW, White, GA 30184 | Trustee | 1 | $2,400 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keith Heflin 540 Crowe Springs Road NW, White, GA 30184 | Trustee | 30 | $67,600 |
| Steve Heflin 406 Greenridge Road, Cartersville, GA 30120 | Trustee | 30 | $67,600 |
| Suzanne Heflin Strickland 542 Crowe Springs Road NW, White, GA 30184 | Trustee | 1 | $2,400 |
Address and contacts
- Address (IRS master file)
- 148 W MAIN ST STE 201, CARTERSVILLE, GA 30120-3568
- Signed the 990-PF
- Keith Heflin, Trustee
- Phone
- (770) 386-8509
- Return prepared by
- DENISE CASTRO CPA & ASSOCIATES 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 | Not 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
- 26-6727396
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $1,347,442
- Income (IRS master file)
- $71,493
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $71,493 | $179,703 | $1,347,442 | IRS |
| 990-PF | December 2023 | $61,645 | $188,660 | $1,456,003 | 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 26-6727396).
Questions about FRED J & RUTH HEFLIN COFER FOUNDATION TR
- What is the EIN of FRED J & RUTH HEFLIN COFER FOUNDATION TR?
- The employer identification number (EIN) of FRED J & RUTH HEFLIN COFER FOUNDATION TR is 26-6727396.
- Is FRED J & RUTH HEFLIN COFER FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to FRED J & RUTH HEFLIN COFER FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does FRED J & RUTH HEFLIN COFER FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED J & RUTH HEFLIN COFER FOUNDATION TR 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 FRED J & RUTH HEFLIN COFER FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FRED J & RUTH HEFLIN COFER FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $68,900 (Keith Heflin, Trustee).
- How much revenue does FRED J & RUTH HEFLIN COFER FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $71,493, expenses of $179,703 and total assets of $1,347,442 at year end.
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