Skip to content
ProPublica Donate
ProPublica Donate

Heritage Society Of New Braunfels Endowment Foundation Charitable Tr

Purdum Bobbie Ttee

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: Arts, Culture and Humanities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
−$54.2k (2022)

Expenses
$5.18k (2022)

Total Assets
$373k (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$54,165
Expenses
$5,180
Net Income
-$59,345
Net Assets
$372,987
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,568
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,329
Net Inventory Sales $0
Other Revenue -$100,062
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $372,987
Total Liabilities $0
Net Assets $372,987
Compensation
Key Employees and Officers Compensation Related Other
Mike Dietert (President) $0 $0 $0
Brandon Dietert (Director) $0 $0 $0
Kay Reneau (Director) $0 $0 $0
Leo Scherrer (Treasurer) $0 $0 $0
Valin Miller (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,468
Expenses
$13,107
Net Income
$39,361
Net Assets
$432,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $11,828
22.5%
Net Fundraising $0
Sales of Assets $23,387
44.6%
Net Inventory Sales $0
Other Revenue $17,253
32.9%
Assets/Debt
Total Assets $432,332
Total Liabilities $0
Net Assets $432,332
Compensation
Key Employees and Officers Compensation Other
Mike Dietert (President) $0 $0
Brandon Dietert (Director) $0 $0
Kay Reneau (Director) $0 $0
Leo Scherrer (Treasurer) $0 $0
Valin Miller (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,182
Expenses
$14,348
Net Income
$23,834
Net Assets
$392,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,303
19.1%
Net Fundraising $0
Sales of Assets $2,971
7.8%
Net Inventory Sales $0
Other Revenue $27,908
73.1%
Assets/Debt
Total Assets $392,969
Total Liabilities $0
Net Assets $392,969
Compensation
Key Employees and Officers Compensation Other
Mike Dietert (President) $0 $0
Brandon Dietert (Director) $0 $0
Kay Reneau (Director) $0 $0
Leo Scherrer (Treasurer) $0 $0
Valin Miller (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,417
Expenses
$10,857
Net Income
$51,560
Net Assets
$369,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $9,448
15.1%
Net Fundraising $0
Sales of Assets $4,239
6.8%
Net Inventory Sales $0
Other Revenue $48,730
78.1%
Assets/Debt
Total Assets $369,135
Total Liabilities $0
Net Assets $369,135
Compensation
Key Employees and Officers Compensation Other
Mike Dietert (President) $0 $0
Rick Reed (Director) $0 $0
Kay Reneau (Director) $0 $0
Carroll Lindemann (Treasurer) $0 $0
Valin Miller (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,618
Expenses
$4,590
Net Income
$19,028
Net Assets
$317,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,874
20.6%
Program Services $0
Investment Income $8,131
34.4%
Net Fundraising $0
Sales of Assets $10,613
44.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $317,575
Total Liabilities $0
Net Assets $317,575
Compensation
Key Employees and Officers Compensation Other
Mike Dietert (President) $0 $0
Rick Reed (Secretary) $0 $0
Kay Reneau (Director) $0 $0
Carroll Lindemann (Treasurer) $0 $0
Valin Miller (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,887
Expenses
$4,484
Net Income
$41,403
Net Assets
$339,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,931
17.3%
Net Fundraising $0
Sales of Assets $7,091
15.5%
Net Inventory Sales $0
Other Revenue $30,865
67.3%
Assets/Debt
Total Assets $339,240
Total Liabilities $0
Net Assets $339,240
Compensation
Key Employees and Officers Compensation Other
Mike Dietert (President) $0 $0
Rick Reed (Secretary) $0 $0
Leo Scherrer (Director) $0 $0
Carroll Lindemann (Director) $0 $0
Valin Miller (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,632
Expenses
$4,674
Net Income
$9,958
Net Assets
$297,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,029
48.0%
Net Fundraising $0
Sales of Assets $2,457
16.8%
Net Inventory Sales $0
Other Revenue $5,146
35.2%
Assets/Debt
Total Assets $297,837
Total Liabilities $0
Net Assets $297,837
Compensation
Key Employees and Officers Compensation Other
Mike Dietert (President) $0 $0
Rick Reed (Secretary) $0 $0
Leo Scherrer (Director) $0 $0
Carroll Lindemann (Director) $0 $0
Valin Miller (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,197
Expenses
$33,435
Net Income
-$14,238
Net Assets
$287,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,872
30.6%
Net Fundraising $0
Sales of Assets $13,325
69.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $287,879
Total Liabilities $0
Net Assets $287,879
Compensation
Key Employees and Officers Compensation Other
Carroll Lindemann (Treasurer) $0 $0
Rick Reed (Secretary) $0 $0
Valin Miller (Past Preside) $0 $0
Dennis Heitkamp (President) $0 $0
Mike Dietert (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,034
Expenses
$16,263
Net Income
$3,771
Net Assets
$302,117
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,336
36.6%
Net Fundraising $0
Sales of Assets $12,698
63.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $302,117
Total Liabilities $0
Net Assets $302,117
Compensation
Key Employees and Officers Compensation Other
Carroll Lindemann (Treasurer) $0 $0
Rick Reed (Secretary) $0 $0
Valin Miller (Past Preside) $0 $0
Dennis Heitkamp (President) $0 $0
Mike Dietert (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,785
Expenses
$5,299
Net Income
$32,486
Net Assets
$298,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,605
17.5%
Net Fundraising $0
Sales of Assets $18,118
48.0%
Net Inventory Sales $0
Other Revenue $13,062
34.6%
Assets/Debt
Total Assets $298,346
Total Liabilities $0
Net Assets $298,346
Compensation
Key Employees and Officers Compensation Other
Carroll Lindemann (Treasurer) $0 $0
Rick Reed (Secretary) $0 $0
Valin Miller (Past Preside) $0 $0
Dennis Heitkamp (President) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,177
Expenses
$5,840
Net Income
$27,337
Net Assets
$265,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,849
20.6%
Net Fundraising $0
Sales of Assets $6,445
19.4%
Net Inventory Sales $0
Other Revenue $19,883
59.9%
Assets/Debt
Total Assets $265,860
Total Liabilities $0
Net Assets $265,860

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$3,798
Expenses
$22,308
Net Income
-$18,510
Net Assets
$238,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,798
100%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $238,523
Total Liabilities $0
Net Assets $238,523

Document Links

Fiscal Year Ending Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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

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 »

Get the Data

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »