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Nonprofit · EIN 43-1242045

FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM

Tax-exempt · COLUMBIA, MO 65205

Financials

$590K$168K2023$165K$171K2024$286K$185K2025
Revenue Expenses · by fiscal year end
Financials of FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$286,268$184,854$101,414$2,787,409$0$2,787,409
December 31, 2024990-PF$164,862$170,809-$5,947$2,683,336$0$2,683,336
December 31, 2023990-PF$589,546$167,685$421,861$2,691,233$0$2,691,233
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$86,278
Net gain from sales of assets
$199,990

Expenses

Grants and similar amounts paid
$155,428
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$155,428
Excise tax on investment income
$3,588

Balance sheet and other

Total assets, start of year
$2,683,336
Total assets, end of year
$2,787,409
Total liabilities, end of year
$0
Net assets, end of year
$2,787,409
Fair market value of assets
$3,500,398
Qualifying distributions
$155,428
Net investment income
$286,268

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
DALE H CREACH
1463 HAWK ISLAND DR, OSAGE BEACH, MO 65065
PRESIDENT0.25$0
BILLY G STREETER
4000 DAY FLOWER COURT, COLUMBIA, MO 65203
VICE-PRESIDENT0.25$0
KENNETH K CASPALL
114 DENE DR, COLUMBIA, MO 652016596
SECRETARY0.25$0
JIM L MARBERRY
5926 SCREAMING EAGLE LN, COLUMBIA, MO 65201
TREASURER0.25$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DALE H CREACH
1463 HAWK ISLAND DR, OSAGE BEACH, MO 65065
PRESIDENT0.25$0
BILLY G STREETER
4000 DAY FLOWER COURT, COLUMBIA, MO 65203
VICE-PRESIDENT0.25$0
KENNETH K CASPALL
114 DENE DR, COLUMBIA, MO 652016596
SECRETARY0.25$0
JIM L MARBERRY
5926 SCREAMING EAGLE LN, COLUMBIA, MO 65201
TREASURER0.25$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DALE H CREACH
1463 HAWK ISLAND DR, OSAGE BEACH, MO 65065
PRESIDENT0.25$0
BILLY G STREETER
4000 DAY FLOWER COURT, COLUMBIA, MO 65203
VICE-PRESIDENT0.25$0
KENNETH K CASPALL
114 DENE DR, COLUMBIA, MO 652016596
SECRETARY0.25$0
JIM L MARBERRY
5926 SCREAMING EAGLE LN, COLUMBIA, MO 65201
TREASURER0.25$0

Address and contacts

Address (IRS master file)
PO BOX 1867, COLUMBIA, MO 65205-1867
In care of
% CATHY ANDERSON
Signed the 990-PF
JIM L MARBERRY, TREASURER
Phone
(573) 441-2876
Return prepared by
WILLIAMS-KEEPERS LLC

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
43-1242045
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
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,787,409
Income (IRS master file)
$1,490,313

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$286,268$184,854$2,787,409IRS
990-PFDecember 2024$164,862$170,809$2,683,336IRS
990-PFDecember 2023$589,546$167,685$2,691,233XML
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 43-1242045).

Questions about FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM

What is the EIN of FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM?
The employer identification number (EIN) of FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM is 43-1242045.
Is FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM file?
Form 990-PF. Private foundations file every year.
When is the next return of FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM 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 FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM 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 FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does FRED V & DOROTHY H HEINKEL CHARITABLE FOUNDATION STEPHEN B SM have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $286,268, expenses of $184,854 and total assets of $2,787,409 at year end.

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