Nonprofit · EIN 83-2174388
PETTY HEFTE FAMILY FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $361,578 | $478,987 | -$117,409 | $5,971,835 | $7,971 | $5,963,864 |
| December 31, 2023 | 990-PF | $560,202 | $314,677 | $245,525 | $6,089,963 | $8,690 | $6,081,273 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $196,714
- Interest
- $347
- Net gain from sales of assets
- $163,646
- Other income
- $871
Expenses
- Grants and similar amounts paid
- $437,000
- Disbursements for charitable purposes
- $441,642
- Excise tax on investment income
- $4,505
Balance sheet and other
- Total assets, start of year
- $6,089,963
- Total assets, end of year
- $5,971,835
- Total liabilities, end of year
- $7,971
- Net assets, end of year
- $5,963,864
- Fair market value of assets
- $6,938,404
- Qualifying distributions
- $441,642
- Net investment income
- $360,705
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carson Hefte Petty 1027 Austin HWY Suite 200, San Antonio, TX 78209 | ASSISTANT TREASURER | 0 | $0 |
| Harper Louise Petty 1027 Austin HWY Suite 200, San Antonio, TX 78209 | ASSISTANT SECRETARY | 0 | $0 |
| Scott James Petty 1027 Austin HWY Suite 200, San Antonio, TX 78209 | PRESIDENT/TREASURER | 0 | $0 |
| KATHRYN RUTH HEFTE 1027 Austin HWY Suite 200, San Antonio, TX 78209 | VICE PRESIDENT/SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott James Petty 1027 Austin HWY Suite 200, San Antonio, TX 78209 | PRESIDENT/TREASURER | 0 | $0 |
| KATHRYN RUTH HEFTE 1027 Austin HWY Suite 200, San Antonio, TX 78209 | VICE PRESIDENT/SECRETARY | 0 | $0 |
| Carson Hefte Petty 1027 Austin HWY Suite 200, San Antonio, TX 78209 | ASSISTANT TREASURER | 0 | $0 |
| Harper Louise Petty 1027 Austin HWY Suite 200, San Antonio, TX 78209 | ASSISTANT SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1027 AUSTIN HWY STE 200, SAN ANTONIO, TX 78209-4718
- In care of
- % SCOTT JAMES PETTY
- Signed the 990-PF
- Scott Petty, President
- Phone
- (210) 225-6671
- Return prepared by
- Forvis Mazars 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 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 | Not 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
- 83-2174388
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,971,835
- Income (IRS master file)
- $2,922,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $361,578 | $478,987 | $5,971,835 | XML |
| 990-PF | December 2023 | $560,202 | $314,677 | $6,089,963 | 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 83-2174388).
Questions about PETTY HEFTE FAMILY FOUNDATION
- What is the EIN of PETTY HEFTE FAMILY FOUNDATION?
- The employer identification number (EIN) of PETTY HEFTE FAMILY FOUNDATION is 83-2174388.
- Is PETTY HEFTE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to PETTY HEFTE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETTY HEFTE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETTY HEFTE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETTY HEFTE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of PETTY HEFTE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does PETTY HEFTE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $361,578, expenses of $478,987 and total assets of $5,971,835 at year end.
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