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Nonprofit · EIN 47-0748466

BERNARD K & NORMA F HEUERMANN FOUNDATION

Tax-exempt · OMAHA, NE 68154

Financials

$1.9M$570K2023$517K$625K2024
Revenue Expenses · by fiscal year end
Financials of BERNARD K & NORMA F HEUERMANN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$517,353$625,428-$108,075$11,047,251$0$11,047,251
July 31, 2024990-PF$1,861,736$569,749$1,291,987$8,492,601$0$8,492,601
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$192,482
Dividends
$336,917
Net gain from sales of assets
-$12,046

Expenses

Grants and similar amounts paid
$492,000
Compensation of officers, directors and key employees
$4,200
Disbursements for charitable purposes
$511,381
Excise tax on investment income
$3,532

Balance sheet and other

Total assets, start of year
$8,492,601
Total assets, end of year
$11,047,251
Total liabilities, end of year
$0
Net assets, end of year
$11,047,251
Fair market value of assets
$11,452,252
Qualifying distributions
$511,381
Net investment income
$336,917

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Scott P Heuermann
11633 Whiterock Cr, Roca, NE 68430
President/Treasurer/Director3.5$1,000
Alex Heuermann
5607 Briarpatch Circle, Lincoln, NE 68516
Director3.5$1,000
Whitney Heuermann
PO Box 315, Central City, NE 68826
Director3.5$800
Erin Schauble
11427 Manzano Vista Ave, Albuquerque, NM 87123
Director3.5$800
Curtis Heuermann
1530 L Rd Lot 22, Central City, NE 68826
Director3.5$600
Norma F Heuermann
3490 Ewoldt Apt 226, Grand Island, NE 68803
Vice Pres/Director-As Needed3.5$0
Scott Grafton
PO Box 228, Aurora, NE 688180228
Secretary/Director-As Needed3.5$0
990-PF for the year ended July 31, 2024: 5 people
NameTitleHours / weekCompensation
Scott P Heuermann
11633 Whiterock Cr, Roca, NE 68430
Treasurer/Director-As Needed3.5$1,500
Bernard Keith Heuermann
504 West Hwy 34, Phillips, NE 68655
President/Director-As Needed3.5$0
Norma F Heuermann
404 Woodland Drive Apt 406, Grand Island, NE 68801
Vice Pres/Director-As Needed3.5$0
John B Atkins
14400 BRANCH STREET, Omaha, NE 68154
Director-As Needed3.5$0
Scott Grafton
1228 L Street PO Box 228, Aurora, NE 688180228
Secretary/Director-As Needed3.5$0

Address and contacts

Address (IRS master file)
UNION BK-CUSTODIAN 14400 BRANCH ST, OMAHA, NE 68154-0000
In care of
% JOHN ATKINS UNION BANK
Signed the 990-PF
Scott P HEUERMANN, PRESIDENT
Phone
(402) 827-6990
Return prepared by
Labenz & Associates 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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
47-0748466
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
1991
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$11,047,251
Income (IRS master file)
$4,545,328

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$517,353$625,428$11,047,251IRS
990-PFJuly 2024$1,861,736$569,749$8,492,601XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 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 47-0748466).

Questions about BERNARD K & NORMA F HEUERMANN FOUNDATION

What is the EIN of BERNARD K & NORMA F HEUERMANN FOUNDATION?
The employer identification number (EIN) of BERNARD K & NORMA F HEUERMANN FOUNDATION is 47-0748466.
Is BERNARD K & NORMA F HEUERMANN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to BERNARD K & NORMA F HEUERMANN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNARD K & NORMA F HEUERMANN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD K & NORMA F HEUERMANN FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERNARD K & NORMA F HEUERMANN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of BERNARD K & NORMA F HEUERMANN FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 7 people; 5 received compensation from the organization, the highest $1,000 (Scott P Heuermann, President/Treasurer/Director).
How much revenue does BERNARD K & NORMA F HEUERMANN FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $517,353, expenses of $625,428 and total assets of $11,047,251 at year end.

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