Nonprofit · EIN 83-2466082
ARDELL & JEAN HEINE FAMILY TRUST
Tax-exempt · PARK CITY, UT 84098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $200,000 | $24,500 | $175,500 | $368,985 | $0 | $368,985 |
| December 31, 2023 | 990-PF | $100,000 | $31,000 | $69,000 | $193,485 | $0 | $193,485 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $200,000
Expenses
- Grants and similar amounts paid
- $24,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $24,500
Balance sheet and other
- Total assets, start of year
- $193,485
- Total assets, end of year
- $368,985
- Total liabilities, end of year
- $0
- Net assets, end of year
- $368,985
- Fair market value of assets
- $368,985
- Qualifying distributions
- $24,500
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 |
|---|---|---|---|
| JAMES HEINE 7633 PURPLE SAGE DR, PARK CITY, UT 84098 | DIRECTOR | 1 | $0 |
| NORMA HEINE 7633 PURPLE SAGE DR, PARK CITY, UT 84098 | DIRECTOR | 1 | $0 |
| WILLIAM RUSSELL WALKER 16511 BASTON CREEK DR, CYPRESS, TX 77433 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES HEINE PO BOX 1498, MONTGOMERY, TX 77356 | DIRECTOR | 1 | $0 |
| NORMA HEINE PO BOX 1498, MONTGOMERY, TX 77356 | DIRECTOR | 1 | $0 |
| WILLIAM RUSSELL WALKER 16511 BASTON CREEK DR, CYPRESS, TX 77433 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7633 PURPLE SAGE, PARK CITY, UT 84098-5558
- In care of
- % JAMES C HEINE
- Signed the 990-PF
- JAMES HEINE, DIRECTOR
- Phone
- (713) 254-6557
- Return prepared by
- ADKF PC
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
- 83-2466082
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $368,985
- Income (IRS master file)
- $200,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $200,000 | $24,500 | $368,985 | XML |
| 990-PF | December 2023 | $100,000 | $31,000 | $193,485 | 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 83-2466082).
Questions about ARDELL & JEAN HEINE FAMILY TRUST
- What is the EIN of ARDELL & JEAN HEINE FAMILY TRUST?
- The employer identification number (EIN) of ARDELL & JEAN HEINE FAMILY TRUST is 83-2466082.
- Is ARDELL & JEAN HEINE FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to ARDELL & JEAN HEINE FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARDELL & JEAN HEINE FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARDELL & JEAN HEINE FAMILY TRUST 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 ARDELL & JEAN HEINE FAMILY TRUST 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 ARDELL & JEAN HEINE FAMILY TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ARDELL & JEAN HEINE FAMILY TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $200,000, expenses of $24,500 and total assets of $368,985 at year end.
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All nonprofits in PARK CITY · Utah · Philanthropy, voluntarism and grantmaking foundations