Nonprofit · EIN 81-2027766
HEILMEIER-JARVIE FAMILY FOUNDATION INC
Tax-exempt · PLANO, TX 75093
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,127,378 | $1,438,234 | -$310,856 | $8,261,828 | $0 | $8,261,828 |
| December 31, 2023 | 990-PF | $932,287 | $122,250 | $810,037 | $8,118,575 | $0 | $8,118,575 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $239,966
- Interest
- $3,429
- Net gain from sales of assets
- $783,983
Expenses
- Grants and similar amounts paid
- $1,436,934
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,436,934
- Excise tax on investment income
- $14,281
Balance sheet and other
- Total assets, start of year
- $8,118,575
- Total assets, end of year
- $8,261,828
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,261,828
- Fair market value of assets
- $8,261,828
- Qualifying distributions
- $1,436,934
- Net investment income
- $1,027,378
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH JARVIE 3800 SILVER FALLS CT, PLANO, TX 75093 | PRES/TREA/SECR | 0.5 | $0 |
| JANET HEILMEIER 17612 WOODS EDGE DR, DALLAS, TX 75287 | VICE PRESIDENT | 0.5 | $0 |
| STEVEN JARVIE 3800 SILVER FALLS CT, PLANO, TX 75093 | DIRECTOR | 0.25 | $0 |
| MEGAN JARVIE PAULK ENDED 512024 3800 SILVER FALLS CT, DALLAS, TX 75093 | DIRECTOR | 0.25 | $0 |
| MICHAEL JARVIE ENDED 512024 3800 SILVER FALLS CT, DALLAS, TX 75093 | DIRECTOR | 0.25 | $0 |
| ASHLEY JARVIE ENDED 512024 3800 SILVER FALLS CT, DALLAS, TX 75093 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Jarvie 3800 Silver Falls Ct, Plano, TX 75093 | Pres/Trea/Secr | 0.5 | $0 |
| Janet Heilmeier 17612 Woods Edge Dr, Dallas, TX 75287 | Vice President | 0.5 | $0 |
| Steven Jarvie 3800 Silver Falls CT, Plano, TX 75093 | Director | 0.25 | $0 |
| Megan Jarvie Paulk 3800 Silver Falls Ct, Dallas, TX 75093 | Director | 0.25 | $0 |
| Michael Jarvie 3800 Silver Falls Ct, Dallas, TX 75093 | Director | 0.25 | $0 |
| Ashley Jarvie 3800 Silver Falls Ct, Dallas, TX 75093 | Director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 3800 SILVER FALLS CT, PLANO, TX 75093-7559
- Signed the 990-PF
- STEVE JARVIE, FIDUCIARY
- Phone
- (214) 415-6750
- Return prepared by
- WHITLEY PENN LLP
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 | Not 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
- 81-2027766
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,261,828
- Income (IRS master file)
- $1,357,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,127,378 | $1,438,234 | $8,261,828 | IRS |
| 990-PF | December 2023 | $932,287 | $122,250 | $8,118,575 | 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 81-2027766).
Questions about HEILMEIER-JARVIE FAMILY FOUNDATION INC
- What is the EIN of HEILMEIER-JARVIE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of HEILMEIER-JARVIE FAMILY FOUNDATION INC is 81-2027766.
- Is HEILMEIER-JARVIE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to HEILMEIER-JARVIE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEILMEIER-JARVIE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEILMEIER-JARVIE FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEILMEIER-JARVIE FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HEILMEIER-JARVIE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does HEILMEIER-JARVIE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,127,378, expenses of $1,438,234 and total assets of $8,261,828 at year end.
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