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Nonprofit · EIN 81-6009624

HEISEY FOUNDATION

Also known as FIRST BANK

Tax-exempt · GREAT FALLS, MT 59401

Financials

$273K$415K2023$148K$326K2024$617K$400K2025
Revenue Expenses · by fiscal year end
Financials of HEISEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$616,718$399,863$216,855$5,965,514$0$5,965,514
December 31, 2024990-PF$147,736$326,356-$178,620$5,748,659$0$5,748,659
December 31, 2023990-PF$272,669$415,481-$142,812$5,927,279$0$5,927,279
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$228,884
Net gain from sales of assets
$387,628
Other income
$206

Expenses

Grants and similar amounts paid
$354,395
Compensation of officers, directors and key employees
$31,992
Disbursements for charitable purposes
$373,539
Excise tax on investment income
$8,295

Balance sheet and other

Total assets, start of year
$5,748,659
Total assets, end of year
$5,965,514
Total liabilities, end of year
$0
Net assets, end of year
$5,965,514
Fair market value of assets
$8,411,287
Qualifying distributions
$373,539
Net investment income
$616,718

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.

NameTitleHours / weekCompensation
US BANK TRUST DEPT
PO BOX 5000, GREAT FALLS, MT 59403
TRUSTEE5$31,992
BRANDON COSTLEY
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
MARILYN ROSE
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
CHRIS REIQUAM
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
JEFF WINTER
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
US BANK TRUST DEPT
PO BOX 5000, GREAT FALLS, MT 59403
TRUSTEE5$30,127
BRANDON COSTLEY
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
MARILYN ROSE
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
JOHN STEPHENSON JR
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
CHRIS REIQUAM
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
JEFF WINTER
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
US BANK TRUST DEPT
PO BOX 5000, GREAT FALLS, MT 59403
TRUSTEE5$27,443
BRANDON COSTLEY
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
MARILYN ROSE
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
JOHN STEPHENSON JR
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
CHRIS REIQUAM
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0
JEFF WINTER
300 CENTRAL AVE, GREAT FALLS, MT 59401
TRUSTEE1$0

Address and contacts

Address (IRS master file)
300 CENTRAL AVE, GREAT FALLS, MT 59401-3127
Signed the 990-PF
CHRIS REIQUAM, TRUSTEE
Phone
(406) 447-5283
Return prepared by
PINION 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-6009624
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
1941
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,965,514
Income (IRS master file)
$2,932,348

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$616,718$399,863$5,965,514IRS
990-PFDecember 2024$147,736$326,356$5,748,659IRS
990-PFDecember 2023$272,669$415,481$5,927,279XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 81-6009624).

Questions about HEISEY FOUNDATION

What is the EIN of HEISEY FOUNDATION?
The employer identification number (EIN) of HEISEY FOUNDATION is 81-6009624.
Is HEISEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
Are donations to HEISEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HEISEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HEISEY 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 HEISEY 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 HEISEY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $31,992 (US BANK TRUST DEPT, TRUSTEE).
How much revenue does HEISEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $616,718, expenses of $399,863 and total assets of $5,965,514 at year end.

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