Nonprofit · EIN 81-0522506
L HEART FOUNDATION INC
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $391,759 | $435,094 | -$43,335 | $4,786,836 | $0 | $4,786,836 |
| December 31, 2024 | 990-PF | $629,314 | $313,075 | $316,239 | $4,840,171 | $10,000 | $4,830,171 |
| December 31, 2023 | 990-PF | $607,850 | $259,635 | $348,215 | $4,513,932 | $0 | $4,513,932 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $126,447
- Interest
- $249
- Net gain from sales of assets
- $263,154
- Other income
- $1,909
Expenses
- Grants and similar amounts paid
- $338,778
- Disbursements for charitable purposes
- $435,094
- Excise tax on investment income
- $4,080
Balance sheet and other
- Total assets, start of year
- $4,840,171
- Total assets, end of year
- $4,786,836
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,786,836
- Qualifying distributions
- $435,094
- Net investment income
- $389,850
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 |
|---|---|---|---|
| Theodore A Thompson 29 Kean Drive, Bozeman, MT 59718 | Director | 0 | $0 |
| William B Thompson 414 S 9th Ave, Bozeman, MT 59715 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theodore A Thompson 29 Kean Drive, Bozeman, MT 59718 | Director | 0 | $0 |
| William B Thompson 414 S 9th Ave, Bozeman, MT 59715 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theodore A Thompson 29 Kean Drive, Bozeman, MT 59718 | Director | 0 | $0 |
| William B Thompson 414 S 9th Ave, Bozeman, MT 59715 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 414 S 9TH AVE, BOZEMAN, MT 59715-4310
- Signed the 990-PF
- William B Thompson, Director
- Phone
- (406) 581-4025
- Return prepared by
- Holmes & Turner
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
- 81-0522506
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,786,836
- Income (IRS master file)
- $1,317,599
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $621,759 | $665,094 | $4,786,836 | XML |
| 990-PF | December 2024 | $629,314 | $313,075 | $4,840,171 | XML |
| 990-PF | December 2023 | $607,850 | $259,635 | $4,513,932 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 81-0522506).
Questions about L HEART FOUNDATION INC
- What is the EIN of L HEART FOUNDATION INC?
- The employer identification number (EIN) of L HEART FOUNDATION INC is 81-0522506.
- Is L HEART FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to L HEART FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does L HEART FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of L HEART FOUNDATION INC 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 L HEART FOUNDATION INC 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 L HEART FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does L HEART FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $391,759, expenses of $435,094 and total assets of $4,786,836 at year end.
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