Nonprofit · EIN 75-2392220
ESTHER L HEIT FOUNDATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $60,800 | $83,272 | -$22,472 | $2,130,074 | $0 | $2,130,074 |
| December 31, 2024 | 990-PF | $50,116 | $71,042 | -$20,926 | $1,898,790 | $0 | $1,898,790 |
| December 31, 2023 | 990-PF | $38,530 | $71,016 | -$32,486 | $1,613,620 | $0 | $1,613,620 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,425
- Net gain from sales of assets
- $39,375
Expenses
- Grants and similar amounts paid
- $82,050
- Disbursements for charitable purposes
- $82,550
- Excise tax on investment income
- $845
Balance sheet and other
- Total assets, start of year
- $1,898,790
- Total assets, end of year
- $2,130,074
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,130,074
- Fair market value of assets
- $2,055,749
- Qualifying distributions
- $82,550
- Net investment income
- $60,800
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HEIT 520 S HARRIS, HELENA, MT 59601 | President | 0 | $0 |
| CAROL HEIT MIDDLETON 7017 BATTLE CREEK RD, FORT WORTH, TX 76116 | Vice President | 0 | $0 |
| MARY LOU LUBBERS 4815 WESTGROVE DR 701, ADDISON, TX 75001 | Secretary | 0 | $0 |
| CHARLES MIDDLETON 7017 BATTLE CREEK RD, FORT WORTH, TX 76116 | Treasurer | 0 | $0 |
| JAMES M HEIT 6138 S 102ND AVE, OMAHA, NE 68127 | Director | 0 | $0 |
| CAROL A HICKS 19601 EAGLE NEST COURT, CANYON, TX 79015 | Director | 0 | $0 |
| JAMES P HICKS 19601 EAGEL NEST COURT, CANYON, TX 79015 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HEIT 520 S HARRIS, HELENA, MT 59601 | President | 0 | $0 |
| CAROL HEIT MIDDLETON 7017 BATTLE CREEK RD, FORT WORTH, TX 76116 | Vice President | 0 | $0 |
| MARY LOU LUBBERS 4815 WESTGROVE DR 701, ADDISON, TX 75001 | Secretary | 0 | $0 |
| CHARLES MIDDLETON 7017 BATTLE CREEK RD, FORT WORTH, TX 76116 | Treasurer | 0 | $0 |
| JAMES M HEIT 6138 S 102ND AVE, OMAHA, NE 68127 | Director | 0 | $0 |
| CAROL A HICKS 19601 EAGLE NEST COURT, CANYON, TX 79015 | Director | 0 | $0 |
| JAMES P HICKS 19601 EAGEL NEST COURT, CANYON, TX 79015 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HEIT 520 S HARRIS, HELENA, MT 59601 | President | 0 | $0 |
| CAROL HEIT MIDDLETON 7017 BATTLE CREEK RD, FORT WORTH, TX 76116 | Vice President | 0 | $0 |
| MARY LOU LUBBERS 4815 WESTGROVE DR 701, ADDISON, TX 75001 | Secretary | 0 | $0 |
| CHARLES MIDDLETON 7017 BATTLE CREEK RD, FORT WORTH, TX 76116 | Treasurer | 0 | $0 |
| JAMES M HEIT 6138 S 102ND AVE, OMAHA, NE 68127 | Director | 0 | $0 |
| CAROL A HICKS 19601 EAGLE NEST COURT, CANYON, TX 79015 | Director | 0 | $0 |
| JAMES P HICKS 19601 EAGEL NEST COURT, CANYON, TX 79015 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 520 S HARRIS ST, HELENA, MT 59601-5406
- In care of
- % JOHN G HEIT PRESIDENT
- Signed the 990-PF
- JOHN HEIT, President
- Phone
- (507) 254-0868
- Return prepared by
- ATWOOD ACCOUNTING SERVICES 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 | 990-PF 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
- 75-2392220
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,130,074
- Income (IRS master file)
- $185,554
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $60,800 | $83,272 | $2,130,074 | XML |
| 990-PF | December 2024 | $50,116 | $71,042 | $1,898,790 | XML |
| 990-PF | December 2023 | $38,530 | $71,016 | $1,613,620 | 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 75-2392220).
Questions about ESTHER L HEIT FOUNDATION
- What is the EIN of ESTHER L HEIT FOUNDATION?
- The employer identification number (EIN) of ESTHER L HEIT FOUNDATION is 75-2392220.
- Is ESTHER L HEIT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ESTHER L HEIT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ESTHER L HEIT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ESTHER L HEIT FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTHER L HEIT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ESTHER L HEIT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ESTHER L HEIT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,800, expenses of $83,272 and total assets of $2,130,074 at year end.
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