Nonprofit · EIN 52-7310143
THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC
Also known as HEEBNER MARILYN T TTEE
Tax-exempt · CHEVY CHASE, MD 20815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,719 | $32,452 | $2,267 | $535,651 | $0 | $535,651 |
| December 31, 2024 | 990-PF | $43,389 | $29,327 | $14,062 | $535,703 | $0 | $535,703 |
| December 31, 2023 | 990-PF | $16,897 | $29,450 | -$12,553 | $521,641 | $0 | $521,641 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $24,166
- Net gain from sales of assets
- $10,553
Expenses
- Grants and similar amounts paid
- $25,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $28,365
- Excise tax on investment income
- $442
Balance sheet and other
- Total assets, start of year
- $535,703
- Total assets, end of year
- $535,651
- Total liabilities, end of year
- $0
- Net assets, end of year
- $535,651
- Fair market value of assets
- $538,169
- Qualifying distributions
- $28,365
- Net investment income
- $34,719
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 |
|---|---|---|---|
| RICHARD H HEEBNER 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | VICE-PRESIDENT | 0.25 | $0 |
| KIM HEEBNER PRICE 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | TREASURER | 0.25 | $0 |
| KATHLEEN HEEBNER KARPINSKI 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | VP-SECRETARY | 0.25 | $0 |
| KATHERINE LYNCH 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | PRESIDENT | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD H HEEBNER 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | VICE-PRESIDENT | 0 | $0 |
| KIM HEEBNER PRICE 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | TREASURER | 0 | $0 |
| KATHLEEN HEEBNER KARPINSKI 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | VP-SECRETARY | 0 | $0 |
| KATHERINE LYNCH 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD H HEEBNER 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | VICE-PRESIDENT | 0 | $0 |
| KIM HEEBNER PRICE 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | TREASURER | 0 | $0 |
| KATHLEEN HEEBNER KARPINSKI 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | VP-SECRETARY | 0 | $0 |
| KATHERINE LYNCH 8022 ELLINGSON DRIVE, CHEVY CHASE, MD 208153030 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8022 ELLINGSON DR, CHEVY CHASE, MD 20815-3030
- In care of
- % THE ORGANIZATION
- Signed the 990-PF
- KIM PRICE, TREASURER
- Phone
- (240) 605-5733
- Return prepared by
- RUBINO AND COMPANY CHARTERED
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
- 52-7310143
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $535,651
- Income (IRS master file)
- $167,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,719 | $32,452 | $535,651 | XML |
| 990-PF | December 2024 | $43,389 | $29,327 | $535,703 | XML |
| 990-PF | December 2023 | $16,897 | $29,450 | $521,641 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 52-7310143).
Questions about THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC
- What is the EIN of THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC?
- The employer identification number (EIN) of THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC is 52-7310143.
- Is THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC 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 THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC 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 THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE@MARILYN T AND DAVID R HEEBNER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,719, expenses of $32,452 and total assets of $535,651 at year end.
Other nonprofits in CHEVY CHASE
- SHERMAN FAIRCHILD FOUNDATION INC EIN 13-1951698 · last filed 990-PF for 2024
- GEICO PHILANTHROPIC FOUNDATION EIN 52-1202740 · last filed 990-PF for 2024
- MAYBERG FOUNDATION INC EIN 81-4574465 · last filed 990-PF for 2024
- HUNDT FAMILY FOUNDATION INC EIN 52-2236016 · last filed 990-PF for 2025
- THE JOHN G & JEAN R GOSNELL FOUNDATION INC EIN 54-1829618 · last filed 990-PF for 2025
- CARLYNN AND LAWRENCE SILVERMAN FAMILY FOUNDATION INC EIN 52-2002734 · last filed 990-PF for 2025
- ROSENFELD RUMFORD STECKLER FAMILY FOUNDATION INC EIN 52-2204870 · last filed 990-PF for 2026
- ROSENBAUM FAMILY FOUNDATION INC EIN 85-3062025 · last filed 990-PF for 2024
All nonprofits in CHEVY CHASE · Maryland · Philanthropy, voluntarism and grantmaking foundations