A Carl & Mary H Heinrich Charitable Tr

Orlando, FL
Tax-exempt since Jan. 2006
EIN: 20-6364334

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Revenue

$370k (2024)

Expenses

$156k (2024)

Total Assets

$2.57M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$369,722

Expenses

$156,364

Net Income

$213,358

Net Assets

$2,565,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,528	19.1%
Sales of Assets	$299,194	80.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,323	89.7%
Compensation of Officers*	$22,159	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,565,841
Total Liabilities	$0
Net Assets	$2,565,841

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$22,159	$0

990-PF

Filed on April 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$234,990

Expenses

$155,133

Net Income

$79,857

Net Assets

$2,352,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,752	0.7%
Dividends	$62,693	26.7%
Sales of Assets	$170,545	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,361	91.1%
Compensation of Officers*	$23,582	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,352,372
Total Liabilities	$0
Net Assets	$2,352,372

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$23,582	$0

990-PF

Filed on April 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$133,121

Expenses

$191,967

Net Income

-$58,846

Net Assets

$2,273,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,229	0.9%
Dividends	$54,376	40.8%
Sales of Assets	$77,516	58.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,226	85.5%
Compensation of Officers*	$44,160	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,273,517
Total Liabilities	$0
Net Assets	$2,273,517

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$44,160	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$336,860

Expenses

$170,253

Net Income

$166,607

Net Assets

$2,333,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$58,336	17.3%
Sales of Assets	$277,555	82.4%
Other Income	$953	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,290	85.9%
Compensation of Officers*	$47,093	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,333,555
Total Liabilities	$0
Net Assets	$2,333,555

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$47,093	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$25,637

Expenses

$160,292

Net Income

-$134,655

Net Assets

$2,167,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$532	2.1%
Dividends	$45,025	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,036	86.1%
Compensation of Officers*	$41,281	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,167,387
Total Liabilities	$1
Net Assets	$2,167,386

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank Fka Suntrust Bank (Trustee)	$41,281	$0

990-PF

Filed on Sept. 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$130,336

Expenses

$147,242

Net Income

-$16,906

Net Assets

$2,301,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,544	45.7%
Sales of Assets	$70,792	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,040	82.9%
Compensation of Officers*	$40,268	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,301,537
Total Liabilities	$1
Net Assets	$2,301,536

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank Fka Suntrust Bank (Trustee)	$40,268	$0

990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$149,088

Expenses

$148,085

Net Income

$1,003

Net Assets

$2,318,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,827	35.4%
Sales of Assets	$96,261	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,351	84.0%
Compensation of Officers*	$40,877	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,318,600
Total Liabilities	$0
Net Assets	$2,318,600

Compensation

Key Employees and Officers	Compensation	Other
Suntrust Bank (Trustee)	$40,877	$0

990-PF

Filed on May 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$135,330

Expenses

$161,961

Net Income

-$26,631

Net Assets

$2,459,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,765	40.5%
Sales of Assets	$80,565	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,519	85.5%
Compensation of Officers*	$40,714	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,459,790
Total Liabilities	$0
Net Assets	$2,459,790

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$227,695

Expenses

$167,201

Net Income

$60,494

Net Assets

$2,487,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,542	30.1%
Sales of Assets	$159,153	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,872	84.9%
Compensation of Officers*	$41,870	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,487,200
Total Liabilities	$0
Net Assets	$2,487,200

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$220,162

Expenses

$145,068

Net Income

$75,094

Net Assets

$2,427,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,847	24.9%
Sales of Assets	$165,315	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,731	85.3%
Compensation of Officers*	$39,599	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,427,493
Total Liabilities	$0
Net Assets	$2,427,493

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$123,482

Expenses

$138,342

Net Income

-$14,860

Net Assets

$2,352,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,045	50.2%
Sales of Assets	$61,437	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,899	85.9%
Compensation of Officers*	$34,878	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,352,399
Total Liabilities	$0
Net Assets	$2,352,399

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$182,584

Expenses

$137,741

Net Income

$44,843

Net Assets

$2,367,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,784	43.1%
Sales of Assets	$103,800	56.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,956	84.9%
Compensation of Officers*	$35,032	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,367,737
Total Liabilities	$0
Net Assets	$2,367,737

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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Raw filing data. Includes EINs and summary financials as structured data.
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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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Updated March 23, 2026

A Carl & Mary H Heinrich Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $370k (2024)

Expenses $156k (2024)

Total Assets $2.57M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$370k (2024)

Expenses

$156k (2024)

Total Assets

$2.57M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005