Nonprofit · EIN 85-2219896
HEART & SOL FUND
Tax-exempt · LOS ANGELES, CA 90071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,000 | $32,291 | -$27,291 | $1,595 | $0 | $1,595 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,000
Expenses
- Grants and similar amounts paid
- $32,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $32,291
Balance sheet and other
- Total assets, start of year
- $29,264
- Total assets, end of year
- $1,595
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,595
- Fair market value of assets
- $1,595
- Qualifying distributions
- $32,291
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 |
|---|---|---|---|
| PETER CARLTON 515 S FLOWER ST STE 4150, LOS ANGELES, CA 90071 | PRESIDENT/DIR. | 1 | $0 |
| ROBERT MILLER 515 S FLOWER ST STE 4150, LOS ANGELES, CA 90071 | SECRETARY | 1 | $0 |
| STEVE ADELSON 515 S FLOWER ST STE 4150, LOS ANGELES, CA 90071 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 515 S FLOWER ST STE 4150, LOS ANGELES, CA 90071-2212
- In care of
- % OAKMONT CORPORATION
- Mailing address (990-N for 2024)
- 865 S FIGUEROA STREET SUITE 700, LOS ANGELES CA 90017
- Principal officer (990-N for 2024)
- RON ADELHELM, 865 S FIGUEROA STREET SUITE 700, LOS ANGELES CA 90017
- Signed the 990-PF
- ROBERT MILLER, SECRETARY
- Phone
- (213) 891-6300
- Return prepared by
- OAKMONT CORPORATION
California records
California keeps its own records of charities and corporations. Search them by EIN 85-2219896 or by the name HEART & SOL FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 85-2219896
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,595
- Income (IRS master file)
- $5,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,000 | $32,291 | $1,595 | IRS |
| 990-N for 2024 Officer: RON ADELHELM | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2023 Officer: Matthew Drevlow | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: MATTHEW DREVLOW | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: MATTHEW DREVLOW | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-2219896).
Questions about HEART & SOL FUND
- What is the EIN of HEART & SOL FUND?
- The employer identification number (EIN) of HEART & SOL FUND is 85-2219896.
- Is HEART & SOL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HEART & SOL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEART & SOL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEART & SOL FUND 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 HEART & SOL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who is the principal officer of HEART & SOL FUND?
- The 990-N for 2024 names RON ADELHELM.
- Who are the officers and directors of HEART & SOL FUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HEART & SOL FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,000, expenses of $32,291 and total assets of $1,595 at year end.
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