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Nonprofit · EIN 51-0145081

SLEEPER TRUST

Also known as BRET A HEIM TTEE

Tax-exempt · IOLA, KS 66749

Financials

$217K$213K2023$181K$231K2024
Revenue Expenses · by fiscal year end
Financials of SLEEPER TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$181,095$231,328-$50,233$2,194,930$0$2,194,930
June 30, 2024990-PF$217,044$213,028$4,016$2,082,269$0$2,082,269
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$158,397
Interest
$155
Other income
$22,543

Expenses

Grants and similar amounts paid
$185,000
Disbursements for charitable purposes
$185,000
Excise tax on investment income
$1,642

Balance sheet and other

Total assets, start of year
$2,082,269
Total assets, end of year
$2,194,930
Total liabilities, end of year
$0
Net assets, end of year
$2,194,930
Fair market value of assets
$5,043,595
Qualifying distributions
$185,000
Net investment income
$158,552

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
JAMES GILPIN
502 E MADISON, IOLA, KS 66749
TRUSTEE0$0
GLENN BUCHHOLZ
5 CANARY CIRCLE, IOA, KS 66749
TRUSTEE0$0
JOHN MASTERSON
423 S SYCAMORE, IOLA, KS 66749
TRUSTEE0$0
BRET HEIM
424 N WASHINGTON, IOLA, KS 66749
TRUSTEE0$0
JOHN BAKER
410 SOUTH BUCKEYE, IOLA, KS 66749
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
JAMES GILPIN
502 E MADISON, IOLA, KS 66749
TRUSTEE0.5$0
GLENN BUCHHOLZ
5 CANARY CIRCLE, IOA, KS 66749
TRUSTEE0.5$0
JOHN MASTERSON
423 S SYCAMORE, IOLA, KS 66749
TRUSTEE0.5$0
BRET HEIM
424 N WASHINGTON, IOLA, KS 66749
TRUSTEE1.5$0
JOHN BAKER
410 SOUTH BUCKEYE, IOLA, KS 66749
TRUSTEE2$0

Address and contacts

Address (IRS master file)
424 N WASHINGTON AVE, IOLA, KS 66749-2353
In care of
% HOWARD M IMMEL
Signed the 990-PF
BRET HEIM, TRUSTEE
Phone
(620) 365-2222
Return prepared by
JARRED GILMORE & PHILLIPS PA

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
51-0145081
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
1975
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,194,930
Income (IRS master file)
$181,095

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$181,095$231,328$2,194,930XML
990-TJune 2025–––IRS
990-PFJune 2024$217,044$213,028$2,082,269XML
990-TJune 2024–––IRS
990-PFJune 2023–––IRS
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS
990-PFJune 2019–––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 51-0145081).

Questions about SLEEPER TRUST

What is the EIN of SLEEPER TRUST?
The employer identification number (EIN) of SLEEPER TRUST is 51-0145081.
Is SLEEPER TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to SLEEPER TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SLEEPER TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SLEEPER TRUST 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 SLEEPER TRUST 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 SLEEPER TRUST?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SLEEPER TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $181,095, expenses of $231,328 and total assets of $2,194,930 at year end.

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