Nonprofit · EIN 23-7798748
THE MARY J HEERDT CHARITABLE TRUST
Also known as HEERDT ROBERT J TTEE
Tax-exempt · BLUE BELL, PA 19422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $73,368 | $77,900 | -$4,532 | $743,183 | $0 | $743,183 |
| February 29, 2024 | 990-PF | $76,257 | $66,087 | $10,170 | $743,183 | $0 | $743,183 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $60,000
- Dividends
- $13,328
- Interest
- $40
Expenses
- Grants and similar amounts paid
- $73,650
- Disbursements for charitable purposes
- $77,900
- Excise tax on investment income
- $1,601
Balance sheet and other
- Total assets, start of year
- $743,183
- Total assets, end of year
- $743,183
- Total liabilities, end of year
- $0
- Net assets, end of year
- $743,183
- Fair market value of assets
- $1,265,365
- Qualifying distributions
- $77,900
- Net investment income
- $119,401
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J HEERDT 2219 TWIN SILO DR, BLUE BELL, PA 19422 | TRUSTEE | 3 | $0 |
| CATHERINE J STRUCK 422 EDGE HILL RD, GLENSIDE, PA 19038 | TRUSTEE | 1 | $0 |
| HANNAH PORCELLA 106 WALNUT ST, JENKINTOWN, PA 19046 | TRUSTEE | 1 | $0 |
| LINDSEY STRUCK 430 OGDEN AVE, JERSEY CITY, NJ 07307 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J HEERDT 2219 TWIN SILO DR, BLUE BELL, PA 19422 | TRUSTEE | 3 | $0 |
| CATHERINE J STRUCK 422 EDGE HILL RD, GLENSIDE, PA 19038 | TRUSTEE | 1 | $0 |
| HANNAH PORCELLA 106 WALNUT ST, JENKINTOWN, PA 19046 | TRUSTEE | 1 | $0 |
| LINDSEY STRUCK 430 OGDEN AVE, JERSEY CITY, NJ 07307 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2219 TWIN SILO DR, BLUE BELL, PA 19422-3279
- Signed the 990-PF
- ROBERT HEERDT, TRUSTEE
- Phone
- (215) 272-5920
- Return prepared by
- CORNERSTONE FINANCIAL SERVICES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7798748
- 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
- 1995
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $743,183
- Income (IRS master file)
- $73,368
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $73,368 | $77,900 | $743,183 | XML |
| 990-PF | February 2024 | $76,257 | $66,087 | $743,183 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 23-7798748).
Questions about THE MARY J HEERDT CHARITABLE TRUST
- What is the EIN of THE MARY J HEERDT CHARITABLE TRUST?
- The employer identification number (EIN) of THE MARY J HEERDT CHARITABLE TRUST is 23-7798748.
- Is THE MARY J HEERDT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to THE MARY J HEERDT CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MARY J HEERDT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MARY J HEERDT CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MARY J HEERDT CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of THE MARY J HEERDT CHARITABLE TRUST?
- The 990-PF for the year ended February 28, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE MARY J HEERDT CHARITABLE TRUST have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $73,368, expenses of $77,900 and total assets of $743,183 at year end.
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