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Heritage Fund Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$180k (2023)

Expenses
$213k (2023)

Total Assets
$3.61M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$180,274
Expenses
$213,278
Net Income
-$33,004
Net Assets
$3,609,657
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,673
1.5%
Dividends $105,966
58.8%
Sales of Assets $71,635
39.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $209,750
98.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,609,657
Total Liabilities $0
Net Assets $3,609,657
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Director) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Secretary) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$173,813
Expenses
$201,701
Net Income
-$27,888
Net Assets
$3,642,674
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $94,235
54.2%
Sales of Assets $79,577
45.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $200,500
99.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,642,674
Total Liabilities $0
Net Assets $3,642,674
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,136
Expenses
$195,329
Net Income
-$92,193
Net Assets
$3,670,561
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $69,942
67.8%
Sales of Assets $33,193
32.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $191,000
97.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,670,562
Total Liabilities $1
Net Assets $3,670,561
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,228
Expenses
$200,486
Net Income
-$92,258
Net Assets
$3,762,754
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $105,079
97.1%
Sales of Assets $3,146
2.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $195,000
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,762,755
Total Liabilities $1
Net Assets $3,762,754
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,273
Expenses
$159,146
Net Income
-$112,873
Net Assets
$3,855,013
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $56
0.1%
Dividends $46,208
99.9%
Sales of Assets $9
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $108,500
68.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,855,013
Total Liabilities $0
Net Assets $3,855,013
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,912,130
Expenses
$46,137
Net Income
$4,865,993
Net Assets
$3,967,886
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,445,099
49.8%
Interest Revenue $364
0.0%
Dividends $26,557
0.5%
Sales of Assets $2,440,110
49.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,000
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,967,886
Total Liabilities $0
Net Assets $3,967,886
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,046
Expenses
$90,327
Net Income
$13,719
Net Assets
$1,546,992
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
48.1%
Interest Revenue $309
0.3%
Dividends $51,083
49.1%
Sales of Assets $154
0.1%
Other Income $2,500
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,900
98.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,546,992
Total Liabilities $0
Net Assets $1,546,992
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,987
Expenses
$71,322
Net Income
-$61,335
Net Assets
$1,516,657
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,182
31.9%
Dividends $6,805
68.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,000
98.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,516,657
Total Liabilities $0
Net Assets $1,516,657
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,374
Expenses
$73,198
Net Income
-$51,824
Net Assets
$1,577,992
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,870
69.6%
Dividends $6,504
30.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,500
97.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,577,992
Total Liabilities $0
Net Assets $1,577,992
Compensation
Key Employees and Officers Compensation Other
Howe D Whitman Jr (President) $0 $0
Vincent B Merkle (Secretary) $0 $0
Howe D Whitman (Vice President) $0 $0
Paige W Merkle (Treasurer) $0 $0
Vicki B Whitman (Director) $0 $0
Brenda Whitman (Director) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,268
Expenses
$70,927
Net Income
-$49,659
Net Assets
$1,629,816
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15,929
74.9%
Dividends $5,337
25.1%
Sales of Assets $0
Other Income $2
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,000
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,629,816
Total Liabilities $0
Net Assets $1,629,816

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,056
Expenses
$66,476
Net Income
-$46,420
Net Assets
$1,679,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15,739
78.5%
Dividends $4,317
21.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,700
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,679,475
Total Liabilities $0
Net Assets $1,679,475

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,410
Expenses
$72,552
Net Income
-$52,142
Net Assets
$1,725,895
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,239
79.6%
Dividends $4,171
20.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,000
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,725,895
Total Liabilities $0
Net Assets $1,725,895

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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