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Nonprofit · EIN 34-6568632

HEFFNER FUND

Tax-exempt · GROVE CITY, OH 43123

Financials

$527K$210K2025
Revenue Expenses · by fiscal year end
Financials of HEFFNER FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$526,921$210,443$316,478$3,241,252$0$3,241,252
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$202,500
Dividends
$101,834
Interest
$136
Other income
$222,451

Expenses

Grants and similar amounts paid
$189,500
Disbursements for charitable purposes
$210,089
Excise tax on investment income
$4,223

Balance sheet and other

Total assets, start of year
$2,924,774
Total assets, end of year
$3,241,252
Total liabilities, end of year
$0
Net assets, end of year
$3,241,252
Fair market value of assets
$4,079,607
Qualifying distributions
$210,089
Net investment income
$324,421

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.

NameTitleHours / weekCompensation
William G Heffner
2300 Brown Road, Grove City, OH 43123
Trustee5$0

Address and contacts

Address (IRS master file)
2300 BROWN RD, GROVE CITY, OH 43123-1204
In care of
% NATIONAL CITY BANK OF CLEVELAND
Signed the 990-PF
William G Heffner, Trustee
Phone
(614) 875-5500
Return prepared by
PAPPAS GIBSON 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6568632
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
1966
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,241,252
Income (IRS master file)
$526,921

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$156,711$167,594$2,773,144IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about HEFFNER FUND

What is the EIN of HEFFNER FUND?
The employer identification number (EIN) of HEFFNER FUND is 34-6568632.
Is HEFFNER FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to HEFFNER FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HEFFNER FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HEFFNER FUND 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 HEFFNER FUND 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 HEFFNER FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does HEFFNER FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $526,921, expenses of $210,443 and total assets of $3,241,252 at year end.

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