Samuel S Heffner And Missouri S Heffner Memorial Fund Bethany

Orlando, FL
Tax-exempt since June 2003
EIN: 23-7984483

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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

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

$11,908

Expenses

$15,212

Net Income

-$3,304

Net Assets

$184,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,319	44.7%
Sales of Assets	$6,589	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,459	81.9%
Compensation of Officers*	$5,329	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$184,357
Total Liabilities	$0
Net Assets	$184,357

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$5,329	$0

990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

-$3,741

Expenses

$11,649

Net Income

-$15,390

Net Assets

$187,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,523
Sales of Assets	-$8,593
Other Income	$329

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,652	91.4%
Compensation of Officers*	$1,911	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$187,666
Total Liabilities	$0
Net Assets	$187,666

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$1,911	$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

$1,720

Expenses

$12,315

Net Income

-$10,595

Net Assets

$203,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.6%
Dividends	$4,500	> 100%
Sales of Assets	-$2,791
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,751	87.3%
Compensation of Officers*	$2,108	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$203,064
Total Liabilities	$0
Net Assets	$203,064

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$2,108	$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

$31,670

Expenses

$12,621

Net Income

$19,049

Net Assets

$213,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,132	13.0%
Sales of Assets	$27,538	87.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,556	83.6%
Compensation of Officers*	$2,370	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$213,276
Total Liabilities	$0
Net Assets	$213,276

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$2,370	$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

$31,428

Expenses

$11,043

Net Income

$20,385

Net Assets

$194,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,006	9.6%
Sales of Assets	$28,372	90.3%
Other Income	$50	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,999	90.5%
Compensation of Officers*	$1,981	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$194,531
Total Liabilities	$1
Net Assets	$194,530

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$1,981	$0

990-PF

Filed on April 27, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$6,995

Expenses

$10,882

Net Income

-$3,887

Net Assets

$174,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,652	52.2%
Sales of Assets	$3,317	47.4%
Other Income	$26	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,811	99.3%
Compensation of Officers*	$1,913	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$174,317
Total Liabilities	$1
Net Assets	$174,316

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$1,913	$0

990-PF

Filed on June 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$17,339

Expenses

$11,403

Net Income

$5,936

Net Assets

$178,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,802	21.9%
Sales of Assets	$13,537	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,887	95.5%
Compensation of Officers*	$2,002	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$178,202
Total Liabilities	$0
Net Assets	$178,202

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$2,002	$0

990-PF

Filed on May 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$18,402

Expenses

$11,529

Net Income

$6,873

Net Assets

$172,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,379	18.4%
Sales of Assets	$15,023	81.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,080	78.8%
Compensation of Officers*	$1,932	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$172,268
Total Liabilities	$0
Net Assets	$172,268

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$1,932	$0

990-PF

Filed on April 23, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$26,664

Expenses

$11,101

Net Income

$15,563

Net Assets

$165,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$3,347	12.6%
Sales of Assets	$23,144	86.8%
Other Income	$167	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,181	82.7%
Compensation of Officers*	$1,824	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$165,396
Total Liabilities	$0
Net Assets	$165,396

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$1,824	$0

990-PF

Filed on April 21, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$7,689

Expenses

$11,777

Net Income

-$4,088

Net Assets

$149,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.1%
Dividends	$3,070	39.9%
Sales of Assets	$4,614	60.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,190	78.0%
Compensation of Officers*	$1,930	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,768
Total Liabilities	$0
Net Assets	$149,768

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Compa (Trustee)	$1,930	$0

990-PF

Filed on May 6, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$16,029

Expenses

$11,197

Net Income

$4,832

Net Assets

$153,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$3,119	19.5%
Sales of Assets	$12,903	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,962	80.0%
Compensation of Officers*	$1,964	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$153,851
Total Liabilities	$0
Net Assets	$153,851

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Compa (Trustee)	$1,964	$0

990-PF

Filed on May 8, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$10,515

Expenses

$10,634

Net Income

-$119

Net Assets

$149,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$3,142	29.9%
Sales of Assets	$7,368	70.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,572	80.6%
Compensation of Officers*	$1,848	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,020
Total Liabilities	$0
Net Assets	$149,020

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Compa (Trustee)	$1,848	$0

990-PF

Filed on April 29, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$8,025

Expenses

$10,679

Net Income

-$2,654

Net Assets

$149,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$3,441	42.9%
Sales of Assets	$4,580	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,146	76.3%
Compensation of Officers*	$1,736	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,143
Total Liabilities	$1
Net Assets	$149,142

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,730

Expenses

$9,850

Net Income

$15,880

Net Assets

$151,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$3,332	12.9%
Sales of Assets	$22,394	87.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,020	81.4%
Compensation of Officers*	$1,718	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$151,795
Total Liabilities	$1
Net Assets	$151,794

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2009

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is 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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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 April 20, 2026

Samuel S Heffner And Missouri S Heffner Memorial Fund Bethany

Organization summary

Type of Nonprofit

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003