Nonprofit · EIN 59-6618905
DR HARRY J HEEB FOUNDATION
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $377,493 | $276,955 | $100,538 | $3,417,020 | $0 | $3,417,020 |
| May 31, 2025 | 990-PF | $353,586 | $222,341 | $131,245 | $3,316,953 | $0 | $3,316,953 |
| May 31, 2024 | 990-PF | $139,059 | $221,082 | -$82,023 | $3,168,375 | $0 | $3,168,375 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $87,062
- Net gain from sales of assets
- $290,431
Expenses
- Grants and similar amounts paid
- $187,860
- Compensation of officers, directors and key employees
- $78,569
- Disbursements for charitable purposes
- $230,602
- Excise tax on investment income
- $4,697
Balance sheet and other
- Total assets, start of year
- $3,316,953
- Total assets, end of year
- $3,417,020
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,417,020
- Fair market value of assets
- $4,469,262
- Qualifying distributions
- $230,602
- Net investment income
- $377,493
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | CO-TRUSTEE | 1 | $39,285 |
| VALERIE SWENSON 705 SUNNYSLOPE RD, ELM GROVE, WI 53122 | CO-TRUSTEE | 1 | $39,284 |
990-PF for the year ended May 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | CO-TRUSTEE | 1 | $37,571 |
| VALERIE SWENSON 705 SUNNYSLOPE RD, ELM GROVE, WI 53122 | CO-TRUSTEE | 1 | $37,570 |
990-PF for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | CO-TRUSTEE | 1 | $34,234 |
| VALERIE SWENSON 705 SUNNYSLOPE RD, ELM GROVE, WI 53122 | CO-TRUSTEE | 1 | $34,234 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % TRUIST BANK
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 273-7445
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-6618905
- 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
- 2023
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,417,020
- Income (IRS master file)
- $1,136,643
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $377,493 | $276,955 | $3,417,020 | XML |
| 990-PF | May 2025 | $353,586 | $222,341 | $3,316,953 | XML |
| 990-PF | May 2024 | $139,059 | $221,082 | $3,168,375 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 59-6618905).
Questions about DR HARRY J HEEB FOUNDATION
- What is the EIN of DR HARRY J HEEB FOUNDATION?
- The employer identification number (EIN) of DR HARRY J HEEB FOUNDATION is 59-6618905.
- Is DR HARRY J HEEB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to DR HARRY J HEEB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR HARRY J HEEB FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR HARRY J HEEB FOUNDATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DR HARRY J HEEB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of DR HARRY J HEEB FOUNDATION?
- The 990-PF for the year ended May 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $39,285 (TRUIST BANK, CO-TRUSTEE).
- How much revenue does DR HARRY J HEEB FOUNDATION have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $377,493, expenses of $276,955 and total assets of $3,417,020 at year end.
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