Nonprofit · EIN 13-3647019
F B HERON FOUNDATION
Tax-exempt · NEW HAVEN, CT 06534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $15,317,344 | $19,822,923 | -$4,505,579 | $349,260,826 | $3,056,943 | $346,203,883 |
| December 31, 2023 | 990-PF | $8,390,805 | $24,916,796 | -$16,525,991 | $326,924,230 | $1,407,599 | $325,516,631 |
| December 31, 2022 | 990-PF | $33,774,082 | $36,349,061 | -$2,574,979 | $311,913,606 | $1,559,754 | $310,353,852 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $7,097,132
- Net gain from sales of assets
- $8,220,212
Expenses
- Grants and similar amounts paid
- $16,251,601
- Compensation of officers, directors and key employees
- $393,056
- Salaries, compensation and benefits (total)
- $658,029
- Disbursements for charitable purposes
- $16,407,279
- Excise tax on investment income
- $188,498
Balance sheet and other
- Total assets, start of year
- $326,924,230
- Total assets, end of year
- $349,260,826
- Total liabilities, end of year
- $3,056,943
- Net assets, end of year
- $346,203,883
- Fair market value of assets
- $349,260,826
- Qualifying distributions
- $20,648,448
- Net investment income
- $15,317,344
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 | Other / benefits |
|---|---|---|---|---|
| KELLY DONNELLY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | SECRETARY | 40 | $218,667 | $49,520 |
| JOHN C WEILER C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | TREASURER | 40 | $156,667 | $42,607 |
| SHELLY CURNOW C/O FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR OF SYSTEMS Highest-paid employee | 40 | $156,261 | $71,041 |
| KRISHNA OMOLADE C/O FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR, COMMUNITY Highest-paid employee | 40 | $154,438 | $34,578 |
| BARBARA VANSCOY C/O FOUNDATION, NEW HAVEN, CT 06534 | FIXED INCOME FELLOW Highest-paid employee | 40 | $118,538 | $40,265 |
| KELLY RYAN C/O FOUNDATION, NEW HAVEN, CT 06534 | FELLOW Highest-paid employee | 40 | $117,225 | $32,458 |
| DONNA DANIELS C/O FOUNDATION, NEW HAVEN, CT 06534 | VP - INTEGRATED CAPI Highest-paid employee | 40 | $59,067 | $17,317 |
| ENRIQUE VIRGIL C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | FORMER TREASUER | 40 | $17,722 | $4,614 |
| PAUL COSTELLO C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| BUZZ SCHMIDT C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | CHAIRMAN | 4 | $0 | $0 |
| JIM KING C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| FELECIA LUCKY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| DAN McKAY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| GREG WATSON C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONNA DANIELS C/O FOUNDATION, NEW HAVEN, CT 06534 | VP - INTEGRATED CAPI Highest-paid employee | 40 | $251,685 | $67,157 |
| BARBARA VANSCOY C/O FOUNDATION, NEW HAVEN, CT 06534 | FIXED INCOME FELLOW Highest-paid employee | 40 | $229,040 | $74,980 |
| KELLY RYAN C/O FOUNDATION, NEW HAVEN, CT 06534 | FELLOW Highest-paid employee | 40 | $218,484 | $58,016 |
| KELLY DONNELLY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | MANAGING DIRECTOR - SECRETARY | 40 | $195,828 | $42,450 |
| ENRIQUE VIRGIL C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | TREASUER | 40 | $176,775 | $39,903 |
| NHADINE LEUNG C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | VICE PRESIDENT/TREASURER | 40 | $153,254 | $15,568 |
| SHELLY CURNOW C/O FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR OF SYSTEMS Highest-paid employee | 40 | $152,939 | $64,924 |
| KRISHNA OMOLADE C/O FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR, COMMUNITY Highest-paid employee | 40 | $149,940 | $33,710 |
| MARY JO MULLAN C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | PRESIDENT | 40 | $102,414 | $0 |
| PAUL COSTELLO C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| BUZZ SCHMIDT C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | CHAIRMAN | 4 | $0 | $0 |
| JIM KING C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| FELECIA LUCKY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| DAN MC KAY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| GREG WATSON C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
990-PF for the year ended December 31, 2022: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANA K BEZERRA C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | PRESIDENT | 40 | $377,142 | $70,722 |
| NHADINE LEUNG C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | VICE PRESIDENT/TREASURER | 40 | $264,349 | $53,012 |
| DONNA DANIELS C/O FOUNDATION, NEW HAVEN, CT 06534 | VP - INTEGRATED CAPI Highest-paid employee | 40 | $239,308 | $63,407 |
| BARBARA VANSCOY C/O FOUNDATION, NEW HAVEN, CT 06534 | FIXED INCOME FELLOW Highest-paid employee | 40 | $207,740 | $69,681 |
| KELLY RYAN C/O FOUNDATION, NEW HAVEN, CT 06534 | FELLOW Highest-paid employee | 40 | $207,740 | $54,421 |
| BRENDAN MAHER C/O FOUNDATION, NEW HAVEN, CT 06534 | VP - INTEGRATED CAPI Highest-paid employee | 40 | $156,444 | $54,596 |
| ENRIQUE VIRGIL C/O FOUNDATION, NEW HAVEN, CT 06534 | ACCOUNTANT Highest-paid employee | 40 | $152,750 | $34,530 |
| PAUL COSTELLO C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| BUZZ SCHMIDT C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | CHAIRMAN | 4 | $0 | $0 |
| JIM KING C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| FELECIA LUCKY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| DAN MC KAY C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
| GREG WATSON C/O FB HERON FOUNDATION, NEW HAVEN, CT 06534 | DIRECTOR | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9438, NEW HAVEN, CT 06534-0438
- In care of
- % VICE PRESIDENT FINANCE AND ADM
- Signed the 990-PF
- JOHN WEILER, TREASURER
- Phone
- (475) 250-1020
- Website
- WWW.HERON.ORG
- Return prepared by
- Owen J Flanagan & Co
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
- 13-3647019
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $349,260,826
- Income (IRS master file)
- $78,421,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $15,317,344 | $19,822,923 | $349,260,826 | XML |
| 990-PF | December 2023 | $8,390,805 | $24,916,796 | $326,924,230 | XML |
| 990-PF | December 2022 | $33,774,082 | $36,349,061 | $311,913,606 | XML |
| 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 13-3647019).
Questions about F B HERON FOUNDATION
- What is the EIN of F B HERON FOUNDATION?
- The employer identification number (EIN) of F B HERON FOUNDATION is 13-3647019.
- Is F B HERON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to F B HERON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does F B HERON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of F B HERON 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 F B HERON 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 F B HERON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 8 received compensation from the organization, the highest $218,667 (KELLY DONNELLY, SECRETARY).
- How much revenue does F B HERON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,317,344, expenses of $19,822,923 and total assets of $349,260,826 at year end.
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