Nonprofit · EIN 20-5343022
MARK AND JUDY HEINEMANN FOUNDATIONINC
Tax-exempt · DAVIDSON, NC 28036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,698,203 | $1,319,814 | $378,389 | $14,996,293 | $0 | $14,996,293 |
| December 31, 2024 | 990-PF | $1,827,331 | $1,111,719 | $715,612 | $14,619,992 | $0 | $14,619,992 |
| December 31, 2023 | 990-PF | $750,803 | $1,066,945 | -$316,142 | $13,969,064 | $68,810 | $13,900,254 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $324,554
- Interest
- $88,952
- Net gain from sales of assets
- $1,284,526
- Other income
- $171
Expenses
- Grants and similar amounts paid
- $1,085,004
- Disbursements for charitable purposes
- $1,095,626
- Excise tax on investment income
- $20,561
Balance sheet and other
- Total assets, start of year
- $14,619,992
- Total assets, end of year
- $14,996,293
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,996,293
- Fair market value of assets
- $22,972,108
- Qualifying distributions
- $1,095,626
- Net investment income
- $1,698,203
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 |
|---|---|---|---|
| MARK HEINEMANN 400 AVINGER LANE APT 802, DAVIDSON, NC 280366709 | PRESIDENT | 0 | $0 |
| JUDY HEINEMANN 400 AVINGER LANE APT 802, DAVIDSON, NC 280366709 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK HEINEMANN 400 AVINGER LANE APT 802, DAVIDSON, NC 280366709 | PRESIDENT | 0 | $0 |
| JUDY HEINEMANN 400 AVINGER LANE APT 802, DAVIDSON, NC 280366709 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK HEINEMANN 400 AVINGER LANE APT 802, DAVIDSON, NC 280366709 | PRESIDENT | 0 | $0 |
| JUDY HEINEMANN 400 AVINGER LANE APT 802, DAVIDSON, NC 280366709 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 AVINGER LN APT 802, DAVIDSON, NC 28036-6709
- Signed the 990-PF
- MARK HEINEMANN, PRESIDENT
- Phone
- (704) 655-1802
- Return prepared by
- STENGER BIES & COMPANY INC
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
- 20-5343022
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,996,293
- Income (IRS master file)
- $8,436,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,698,203 | $1,319,814 | $14,996,293 | XML |
| 990-PF | December 2024 | $1,827,331 | $1,111,719 | $14,619,992 | XML |
| 990-PF | December 2023 | $750,803 | $1,066,945 | $13,969,064 | 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 20-5343022).
Questions about MARK AND JUDY HEINEMANN FOUNDATIONINC
- What is the EIN of MARK AND JUDY HEINEMANN FOUNDATIONINC?
- The employer identification number (EIN) of MARK AND JUDY HEINEMANN FOUNDATIONINC is 20-5343022.
- Is MARK AND JUDY HEINEMANN FOUNDATIONINC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MARK AND JUDY HEINEMANN FOUNDATIONINC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARK AND JUDY HEINEMANN FOUNDATIONINC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARK AND JUDY HEINEMANN FOUNDATIONINC 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 MARK AND JUDY HEINEMANN FOUNDATIONINC 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 MARK AND JUDY HEINEMANN FOUNDATIONINC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARK AND JUDY HEINEMANN FOUNDATIONINC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,698,203, expenses of $1,319,814 and total assets of $14,996,293 at year end.
Other nonprofits in DAVIDSON
- TRANE TECHNOLOGIES CHARITABLE FOUNDATION EIN 20-2045897 · last filed 990-PF for 2024
- MAKE AN IMPACT FOUNDATION INC EIN 27-3594856 · last filed 990 for 2025
- FRIENDS OF CHALLENGING HEIGHTS EIN 27-3616932 · last filed 990 for 2025
- COTTER FOUNDATION EIN 56-6577903 · last filed 990-PF for 2025
- WILLIS FAMILY FOUNDATION INC EIN 56-2055841 · last filed 990-PF for 2025
- MICHAEL J AND VICKI L MCCLELLAND FAMILY FOUNDATION EIN 35-2093969 · last filed 990-PF for 2025
- PRIDE AND SPIRIT MINISTRIES EIN 27-0312504 · last filed 990-N for 2024
- SERVEMORE EIN 45-5091698 · last filed 990-N for 2025
All nonprofits in DAVIDSON · North Carolina · Philanthropy, voluntarism and grantmaking foundations