Nonprofit · EIN 85-0610294
S & R HERITAGE INC
Tax-exempt · PLYMOUTH, MI 48170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $151,438 | $61,075 | $90,363 | $1,042,433 | $0 | $1,042,433 |
| December 31, 2024 | 990-PF | $116,323 | $79,937 | $36,386 | $952,070 | $0 | $952,070 |
| December 31, 2023 | 990-PF | $19,710 | $55,171 | -$35,461 | $915,684 | $0 | $915,684 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $33,774
- Net gain from sales of assets
- $117,664
Expenses
- Grants and similar amounts paid
- $60,000
- Excise tax on investment income
- $624
Balance sheet and other
- Total assets, start of year
- $952,070
- Total assets, end of year
- $1,042,433
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,042,433
- Fair market value of assets
- $1,042,433
- Net investment income
- $44,905
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 |
|---|---|---|---|
| Bebhin Piersa 5865 Winterhur Dr, Atlanta, GA 30328 | President | 1 | $0 |
| Meghan Thatcher 19475 Argyle Cr, Highland Park, MI 48203 | Secretary | 1 | $0 |
| Michael Piersa 5865 Winterhur Dr, Atlanta, GA 30328 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bebhin Piersa 5865 Winterhur Dr, Atlanta, GA 30328 | President | 1 | $0 |
| Meghan Thatcher 19475 Argyle Cr, Highland Park, MI 48203 | Secretary | 1 | $0 |
| Michael Piersa 5865 Winterhur Dr, Atlanta, GA 30328 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEBHIN PIERSA 5865 WINTERHUR DRIVE, ATLANTA, GA 30328 | PRESIDENT | 1 | $0 |
| MEGHAN THATCHER 19475 ARGYLE CRESCENT, DETROIT, MI 48203 | SECRETARY | 1 | $0 |
| MICHAEL PIERSA 5865 WINTERHUR DRIVE, ATLANTA, GA 30328 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 261 S MAIN ST, PLYMOUTH, MI 48170-1637
- In care of
- % BEBHIN PIERSA
- Signed the 990-PF
- Steve Alexandrowski, Vice-President
- Phone
- (513) 910-9919
- Return prepared by
- Kent S Siegel 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 | 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
- 85-0610294
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,042,433
- Income (IRS master file)
- $226,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $151,438 | $61,075 | $1,042,433 | XML |
| 990-PF | December 2024 | $116,323 | $79,937 | $952,070 | IRS |
| 990-PF | December 2023 | $19,710 | $55,171 | $915,684 | 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 85-0610294).
Questions about S & R HERITAGE INC
- What is the EIN of S & R HERITAGE INC?
- The employer identification number (EIN) of S & R HERITAGE INC is 85-0610294.
- Is S & R HERITAGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to S & R HERITAGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does S & R HERITAGE INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of S & R HERITAGE 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 S & R HERITAGE 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 S & R HERITAGE INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does S & R HERITAGE INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $151,438, expenses of $61,075 and total assets of $1,042,433 at year end.
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