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Nonprofit · EIN 38-6190071

HEARTLAND FOUNDATION

Tax-exempt · CINCINNATI, OH 45263

Financials

$16K$25K2023$28K$23K2024
Revenue Expenses · by fiscal year end
Financials of HEARTLAND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$27,782$22,726$5,056$290,199$0$290,199
June 30, 2024990-PF$16,411$24,518-$8,107$285,142$0$285,142
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$7,495
Net gain from sales of assets
$20,287

Expenses

Grants and similar amounts paid
$16,000
Compensation of officers, directors and key employees
$5,059
Disbursements for charitable purposes
$18,229
Excise tax on investment income
$325

Balance sheet and other

Total assets, start of year
$285,142
Total assets, end of year
$290,199
Total liabilities, end of year
$0
Net assets, end of year
$290,199
Fair market value of assets
$368,936
Qualifying distributions
$18,229
Net investment income
$27,770

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$5,059
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$4,692

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
Signed the 990-PF
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-2796
Return prepared by
PWC US TAX 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
38-6190071
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
1948
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$290,199
Income (IRS master file)
$112,797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$27,782$22,726$290,199XML
990-PFJune 2024$16,411$24,518$285,142XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 HEARTLAND FOUNDATION

What is the EIN of HEARTLAND FOUNDATION?
The employer identification number (EIN) of HEARTLAND FOUNDATION is 38-6190071.
Is HEARTLAND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
Are donations to HEARTLAND FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HEARTLAND FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HEARTLAND FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEARTLAND FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of HEARTLAND FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,059 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does HEARTLAND FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $27,782, expenses of $22,726 and total assets of $290,199 at year end.

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