Nonprofit · EIN 47-0816293
HEUERMANN FAMILY CHARITABLE TRUST
Also known as WHITNEY CHAS L TTEE
Tax-exempt · AURORA, NE 68818
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $603,780 | $183,675 | $420,105 | $2,662,737 | $0 | $2,662,737 |
| November 30, 2024 | 990-PF | $157,857 | $138,263 | $19,594 | $2,242,632 | $0 | $2,242,632 |
| November 30, 2023 | 990-PF | $280,658 | $69,507 | $211,151 | $2,223,038 | $0 | $2,223,038 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $80,922
- Interest
- $3,656
- Net gain from sales of assets
- $519,202
Expenses
- Grants and similar amounts paid
- $169,177
- Disbursements for charitable purposes
- $169,177
- Excise tax on investment income
- $3,751
Balance sheet and other
- Total assets, start of year
- $2,242,632
- Total assets, end of year
- $2,662,737
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,662,737
- Fair market value of assets
- $4,024,223
- Qualifying distributions
- $169,177
- Net investment income
- $270,266
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD K HEUERMANN 504 WEST HIGHWAY 34, PHILLIPS, NE 68865 | TRUSTEE | 0 | $0 |
| SCOTT GRAFTON PO BOX 228, AURORA, NE 68818 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD K HEUERMANN 504 WEST HIGHWAY 34, PHILLIPS, NE 68865 | TRUSTEE | 0 | $0 |
| SCOTT GRAFTON PO BOX 228, AURORA, NE 68818 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD K HEUERMANN 504 WEST HIGHWAY 34, PHILLIPS, NE 68865 | TRUSTEE | 0 | $0 |
| SCOTT GRAFTON PO BOX 228, AURORA, NE 68818 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 228, AURORA, NE 68818-0228
- In care of
- % CHAS L WHITNEY
- Signed the 990-PF
- BERNARD K HEUERMANN, TRUSTEE
- Phone
- (402) 694-3161
- Return prepared by
- DOHMAN AKERLUND & EDDY 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-0816293
- 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
- 1999
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T110)
- Assets (IRS master file)
- $2,662,737
- Income (IRS master file)
- $1,596,827
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $603,780 | $183,675 | $2,662,737 | XML |
| 990-PF | November 2024 | $157,857 | $138,263 | $2,242,632 | XML |
| 990-PF | November 2023 | $280,658 | $69,507 | $2,223,038 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 47-0816293).
Questions about HEUERMANN FAMILY CHARITABLE TRUST
- What is the EIN of HEUERMANN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of HEUERMANN FAMILY CHARITABLE TRUST is 47-0816293.
- Is HEUERMANN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to HEUERMANN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEUERMANN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEUERMANN FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEUERMANN FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HEUERMANN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HEUERMANN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $603,780, expenses of $183,675 and total assets of $2,662,737 at year end.
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