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Nonprofit · EIN 45-4301952

PATRICIA S HEYMAN FOUNDATION INC

Tax-exempt · OSPREY, FL 34229

Financials

$301K$472K2023$740K$499K2024$1M$563K2025
Revenue Expenses · by fiscal year end
Financials of PATRICIA S HEYMAN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,032,791$563,222$469,569$9,974,138$0$9,974,138
December 31, 2024990-PF$740,478$498,574$241,904$8,953,115$0$8,953,115
December 31, 2023990-PF$300,855$472,261-$171,406$8,354,165$0$8,354,165
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$247,792
Net gain from sales of assets
$784,034
Other income
$965

Expenses

Grants and similar amounts paid
$372,500
Compensation of officers, directors and key employees
$75,000
Disbursements for charitable purposes
$451,825
Excise tax on investment income
$12,922

Balance sheet and other

Total assets, start of year
$8,953,115
Total assets, end of year
$9,974,138
Total liabilities, end of year
$0
Net assets, end of year
$9,974,138
Fair market value of assets
$9,974,138
Qualifying distributions
$451,825
Net investment income
$1,032,791

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
HARRY E PEDEN III
162 OSPREY POINT DRIVE, OSPREY, FL 34229
DIRECTOR3$25,000
CHARLES E COATES III
7003 RUE DE MARQUIS, NAPLES, FL 34108
DIRECTOR2$25,000
VAUGHN M DUNN
97 CLAPBOARD RIDGE ROAD, GREENWICH, CT 06830
DIRECTOR2$25,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HARRY E PEDEN III
500 WEST PUTNAM AVENUE, GREENWICH, CT 06830
DIRECTOR3$25,000
CHARLES E COATES III
500 WEST PUTNAM AVENUE, GREENWICH, CT 06830
DIRECTOR2$25,000
VAUGHN M DUNN
500 WEST PUTNAM AVENUE, GREENWICH, CT 06830
DIRECTOR2$25,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HARRY E PEDEN III
500 WEST PUTNAM AVENUE, GREENWICH, CT 06830
DIRECTOR3$25,000
CHARLES E COATES III
500 WEST PUTNAM AVENUE, GREENWICH, CT 06830
DIRECTOR2$25,000
VAUGHN M DUNN
500 WEST PUTNAM AVENUE, GREENWICH, CT 06830
DIRECTOR2$25,000

Address and contacts

Address (IRS master file)
162 OSPREY POINT DR, OSPREY, FL 34229-9247
In care of
% WHITMAN BREED ABBOTT & MORGAN LLC
Signed the 990-PF
HARRY E PEDEN, DIRECTOR
Phone
(203) 222-3133
Return prepared by
WHITTLESEY PC

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
45-4301952
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,974,138
Income (IRS master file)
$8,493,349

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,032,791$563,222$9,974,138IRS
990-PFDecember 2024$740,478$498,574$8,953,115IRS
990-PFDecember 2023$300,855$472,261$8,354,165XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 45-4301952).

Questions about PATRICIA S HEYMAN FOUNDATION INC

What is the EIN of PATRICIA S HEYMAN FOUNDATION INC?
The employer identification number (EIN) of PATRICIA S HEYMAN FOUNDATION INC is 45-4301952.
Is PATRICIA S HEYMAN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to PATRICIA S HEYMAN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PATRICIA S HEYMAN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PATRICIA S HEYMAN FOUNDATION INC 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 PATRICIA S HEYMAN FOUNDATION INC 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 PATRICIA S HEYMAN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $25,000 (HARRY E PEDEN III, DIRECTOR).
How much revenue does PATRICIA S HEYMAN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,032,791, expenses of $563,222 and total assets of $9,974,138 at year end.

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