Nonprofit · EIN 46-4198608
THOMAS HERITAGE CHARITABLE TRUST
Tax-exempt · BEND, OR 97702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,127 | $89,072 | -$79,945 | $159,626 | $0 | $159,626 |
| December 31, 2023 | 990-PF | $4,892 | $38,417 | -$33,525 | $245,797 | $0 | $245,797 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $6,303
- Net gain from sales of assets
- $2,824
Expenses
- Grants and similar amounts paid
- $87,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $88,471
- Excise tax on investment income
- $119
Balance sheet and other
- Total assets, start of year
- $245,797
- Total assets, end of year
- $159,626
- Total liabilities, end of year
- $0
- Net assets, end of year
- $159,626
- Fair market value of assets
- $159,626
- Qualifying distributions
- $88,471
- Net investment income
- $9,127
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 |
|---|---|---|---|
| DWAYNE T FRIESEN 60779 CURRANT WAY, BEND, OR 97702 | CHAIR | 4 | $0 |
| KATHLEEN S FRIESEN 60779 CURRANT WAY, BEND, OR 97702 | SECRETARY/TREASURER | 1 | $0 |
| AARON T FRIESEN 3019 W 19TH AVE, EUGENE, OR 97405 | TRUSTEE | 1 | $0 |
| ROD J RAY 21621 BUTLER MARKET RD, BEND, OR 97701 | TRUSTEE | 1 | $0 |
| DAVID K LYON 20448 KLAHANI DR, BEND, OR 97702 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DWAYNE T FRIESEN 60779 CURRANT WAY, BEND, OR 97702 | CHAIR | 4 | $0 |
| KATHLEEN S FRIESEN 60779 CURRANT WAY, BEND, OR 97702 | SECRETARY/TREASURER | 1 | $0 |
| AARON T FRIESEN 3019 W 19TH AVE, EUGENE, OR 97405 | TRUSTEE | 1 | $0 |
| ROD J RAY 21621 BUTLER MARKET RD, BEND, OR 97701 | TRUSTEE | 1 | $0 |
| DAVID K LYON 20448 KLAHANI DR, BEND, OR 97702 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 60779 CURRANT WAY, BEND, OR 97702-9133
- In care of
- % KATHLEEN FRIESEN
- Signed the 990-PF
- DWAYNE T FRIESEN, CHAIR
- Phone
- (541) 388-4360
- Return prepared by
- KDP & CO 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
- 46-4198608
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $159,626
- Income (IRS master file)
- $110,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,127 | $89,072 | $159,626 | IRS |
| 990-PF | December 2023 | $4,892 | $38,417 | $245,797 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 46-4198608).
Questions about THOMAS HERITAGE CHARITABLE TRUST
- What is the EIN of THOMAS HERITAGE CHARITABLE TRUST?
- The employer identification number (EIN) of THOMAS HERITAGE CHARITABLE TRUST is 46-4198608.
- Is THOMAS HERITAGE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THOMAS HERITAGE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOMAS HERITAGE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS HERITAGE CHARITABLE TRUST 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 THOMAS HERITAGE CHARITABLE TRUST 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 THOMAS HERITAGE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does THOMAS HERITAGE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,127, expenses of $89,072 and total assets of $159,626 at year end.
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