Nonprofit · EIN 01-0782316
HERITAGE FUND INC
Tax-exempt · PRINCETON, NJ 08540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | -$309,747 | $193,614 | -$503,361 | $3,060,816 | $0 | $3,060,816 |
| June 30, 2024 | 990-PF | $140,683 | $197,163 | -$56,480 | $3,553,177 | $0 | $3,553,177 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $74,093
- Interest
- $56,795
- Net gain from sales of assets
- -$440,635
Expenses
- Grants and similar amounts paid
- $187,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $188,653
- Excise tax on investment income
- $4,756
Balance sheet and other
- Total assets, start of year
- $3,553,177
- Total assets, end of year
- $3,060,816
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,060,816
- Fair market value of assets
- $4,056,860
- Qualifying distributions
- $188,653
- Net investment income
- $345,555
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWE D WHITMAN JR 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | PRESIDENT | 1 | $0 |
| VINCENT B MERKLE 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | DIRECTOR | 1 | $0 |
| HOWE D WHITMAN 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | VICE PRESIDENT | 1 | $0 |
| PAIGE W MERKLE 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | SECRETARY | 1 | $0 |
| VICKI B WHITMAN 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | DIRECTOR | 1 | $0 |
| BRENDA WHITMAN 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWE D WHITMAN JR 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | PRESIDENT | 1 | $0 |
| VINCENT B MERKLE 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | DIRECTOR | 1 | $0 |
| HOWE D WHITMAN 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | VICE PRESIDENT | 1 | $0 |
| PAIGE W MERKLE 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | SECRETARY | 1 | $0 |
| VICKI B WHITMAN 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | DIRECTOR | 1 | $0 |
| BRENDA WHITMAN 3067 GRASSLANDS DRIVE, LAKELAND, FL 33803 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9 NELSON RIDGE RD, PRINCETON, NJ 08540-7426
- In care of
- % HOWE D WHITMAN
- Signed the 990-PF
- HOWE WHITMAN JR, PRESIDENT
- Phone
- (863) 688-1201
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0782316
- 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
- 2004
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,060,816
- Income (IRS master file)
- $610,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | -$309,747 | $193,614 | $3,060,816 | IRS |
| 990-PF | June 2024 | $140,683 | $197,163 | $3,553,177 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 01-0782316).
Questions about HERITAGE FUND INC
- What is the EIN of HERITAGE FUND INC?
- The employer identification number (EIN) of HERITAGE FUND INC is 01-0782316.
- Is HERITAGE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to HERITAGE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERITAGE FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERITAGE FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HERITAGE FUND INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does HERITAGE FUND INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of -$309,747, expenses of $193,614 and total assets of $3,060,816 at year end.
Other nonprofits in PRINCETON
- ROBERT WOOD JOHNSON FOUNDATION EIN 22-6029397 · last filed 990-PF for 2024
- OTSUKA PATIENT ASSISTANCE FOUNDATION INC EIN 81-4571545 · last filed 990-PF for 2024
- DAVID R & PATRICIA D ATKINSON FOUNDATION EIN 22-3753685 · last filed 990-PF for 2025
- CORABELLE LUMPS FOUNDATION EIN 26-6208988 · last filed 990-PF for 2025
- DOLL FAMILY FOUNDATION EIN 52-2254198 · last filed 990-PF for 2024
- PRINCETON AREA COMMUNITY FOUNDATION INC EIN 52-1746234 · last filed 990 for 2024
- D ANGELO FOUNDATION EIN 22-3555150 · last filed 990-PF for 2024
- BRIGHT HORIZON FOUNDATION EIN 13-4121003 · last filed 990-PF for 2024
All nonprofits in PRINCETON · New Jersey · Philanthropy, voluntarism and grantmaking foundations