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Nonprofit · EIN 33-0550728

DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

−$7K$165K2023$399K$233K2024
Revenue Expenses · by fiscal year end
Financials of DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$399,291$232,876$166,415$4,092,138$0$4,092,138
December 31, 2023990-PF-$7,470$165,266-$172,736$3,961,773$0$3,961,773
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,000
Dividends
$157,882
Interest
$4
Net gain from sales of assets
$240,405

Expenses

Grants and similar amounts paid
$157,908
Disbursements for charitable purposes
$157,908
Excise tax on investment income
$4,572

Balance sheet and other

Total assets, start of year
$3,961,773
Total assets, end of year
$4,092,138
Total liabilities, end of year
$0
Net assets, end of year
$4,092,138
Fair market value of assets
$5,157,520
Qualifying distributions
$157,908
Net investment income
$403,883

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.

NameTitleHours / weekCompensation
Rev Dr Roger Juline
208 Via Presa, San Clemente, CA 92672
Treasurer0$0
Dr Steve Gabrielson
4910 Campus Drive, Newport Beach, CA 92660
President0$0
Dr Marilyn Leo
23981 Fairlands Rd, Hayward, CA 94541
Secretary0$0
Dr Thomas C Sannar
1264 Via Portovecchio, Lake San Marcos, CA 92078
Director0$0
Rev Dr Karen Kushner
1707 Oak Court, Monmouth Junction, NJ 08852
Director0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Rev Dr Roger Juline
208 Via Presa, San Clemente, CA 92672
Treasurer0$0
Dr Steve Gabrielson
4910 Campus Drive, Newport Beach, CA 92660
President0$0
Dr Marilyn Leo
23981 Fairlands Rd, Hayward, CA 94541
Secretary0$0
Dr Thomas C Sannar
1264 Via Portovecchio, Lake San Marcos, CA 92078
Director0$0
Rev Dr Karen Kushner
1707 Oak Court, Monmouth Junction, NJ 08852
Director0$0

Address and contacts

Address (IRS master file)
4910 CAMPUS DR, NEWPORT BEACH, CA 92660-2119
Signed the 990-PF
Dr Roger Juline, Treasurer
Phone
(949) 481-6607
Return prepared by
Duben & Associates

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0550728 or by the name DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-0550728
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
1993
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Religion-related (X99)
Assets (IRS master file)
$4,092,138
Income (IRS master file)
$2,381,212

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$399,291$232,876$4,092,138IRS
990-PFDecember 2023-$7,470$165,266$3,961,773XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 33-0550728).

Questions about DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION

What is the EIN of DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION?
The employer identification number (EIN) of DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION is 33-0550728.
Is DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DR JOHN HEFFERLIN & MARIAN HEFFERLIN 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 DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION 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 DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does DR JOHN HEFFERLIN & MARIAN HEFFERLIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $399,291, expenses of $232,876 and total assets of $4,092,138 at year end.

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