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Nonprofit · EIN 37-6468899

FREDERICK J AND VIVIAN M HEILER FOUNDATION TR

Also known as FRANK R DEMMERLY JR TTEE

Tax-exempt · VOORHEES, NJ 08043

Financials

$11K$12K2023$20K$8K2024$25K$11K2025
Revenue Expenses · by fiscal year end
Financials of FREDERICK J AND VIVIAN M HEILER FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$24,563$11,113$13,450$208,930$0$208,930
December 31, 2024990-PF$20,370$8,126$12,244$195,480$0$195,480
December 31, 2023990-PF$11,242$11,727-$485$183,236$0$183,236
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,303
Interest
$3
Net gain from sales of assets
$16,257

Expenses

Grants and similar amounts paid
$9,800
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,837
Excise tax on investment income
$341

Balance sheet and other

Total assets, start of year
$195,480
Total assets, end of year
$208,930
Total liabilities, end of year
$0
Net assets, end of year
$208,930
Fair market value of assets
$228,570
Qualifying distributions
$10,837
Net investment income
$24,563

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.

NameTitleHours / weekCompensation
FRANK R DEMMERLY JR
ARCHER GREINER PC 1025 LAUREL OAK, ROAD, VOORHEES, NJ 08043
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FRANK R DEMMERLY JR
ARCHER GREINER PC 1025 LAUREL OAK, ROAD, VOORHEES, NJ 08043
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FRANK R DEMMERLY JR
ARCHER GREINER PC 1025 LAUREL OAK, ROAD, VOORHEES, NJ 08043
TRUSTEE0$0

Address and contacts

Address (IRS master file)
ARCHER GREINER PC1025 LAUREL OAK, VOORHEES, NJ 08043-0000
In care of
% FRANK R DEMMERLY JR
Signed the 990-PF
FRANK R DEMMERLY JR, TRUSTEE
Phone
(856) 795-2121
Return prepared by
ARCHER & GREINER 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
37-6468899
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$208,930
Income (IRS master file)
$33,758

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$24,563$11,113$208,930IRS
990-PFDecember 2024$20,370$8,126$195,480IRS
990-PFDecember 2023$11,242$11,727$183,236XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 37-6468899).

Questions about FREDERICK J AND VIVIAN M HEILER FOUNDATION TR

What is the EIN of FREDERICK J AND VIVIAN M HEILER FOUNDATION TR?
The employer identification number (EIN) of FREDERICK J AND VIVIAN M HEILER FOUNDATION TR is 37-6468899.
Is FREDERICK J AND VIVIAN M HEILER FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to FREDERICK J AND VIVIAN M HEILER FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FREDERICK J AND VIVIAN M HEILER FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FREDERICK J AND VIVIAN M HEILER FOUNDATION TR 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 FREDERICK J AND VIVIAN M HEILER FOUNDATION TR 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 FREDERICK J AND VIVIAN M HEILER FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does FREDERICK J AND VIVIAN M HEILER FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,563, expenses of $11,113 and total assets of $208,930 at year end.

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