Fred J & Ruth Heflin Cofer Foundation Tr

Keith Heflin Ttee

Cartersville, GA
Tax-exempt since July 2009
EIN: 26-6727396

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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 Operating Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$71.5k (2024)

Expenses

$180k (2024)

Total Assets

$1.35M (2024)

Total Liabilities

$3.16k (2024)

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

$71,493

Expenses

$179,703

Net Income

-$108,210

Net Assets

$1,344,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,288	57.8%
Sales of Assets	$0
Other Income	$30,205	42.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,099	5.6%
Compensation of Officers*	$68,900	38.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,347,442
Total Liabilities	$3,160
Net Assets	$1,344,282

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$68,900	$0
Steve Heflin (Trustee)	$67,600	$0
Suzanne Heflin Strickland (Trustee)	$2,400	$0

990-PF

Filed on Nov. 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$61,645

Expenses

$188,660

Net Income

-$127,015

Net Assets

$1,452,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,942	50.2%
Dividends	$30,703	49.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$67,600	35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,456,003
Total Liabilities	$3,511
Net Assets	$1,452,492

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$67,600	$0
Steve Heflin (Trustee)	$67,600	$0
Suzanne Heflin Strickland (Trustee)	$2,400	$0

990-PF

Filed on Feb. 20, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$52,560

Expenses

$177,606

Net Income

-$125,046

Net Assets

$1,628,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,504	35.2%
Dividends	$34,056	64.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$63,688	35.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,629,051
Total Liabilities	$542
Net Assets	$1,628,509

Compensation

Key Employees and Officers	Compensation	Other
Steve Heflin (Trustee)	$63,700	$3,636
Keith Heflin (Trustee)	$63,688	$4,527
Suzanne Heflin Strickland (Trustee)	$2,400	$0

990-PF

Filed on Nov. 15, 2023

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2021

Revenue

$165,575

Expenses

$174,179

Net Income

-$8,604

Net Assets

$1,729,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,010	32.6%
Sales of Assets	$78,765	47.6%
Other Income	$23,800	14.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$64,741	37.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,733,091
Total Liabilities	$3,233
Net Assets	$1,729,858

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$64,741	$0
Steve Heflin (Trustee)	$59,459	$0
Suzanne Heflin Strickland (Trustee)	$2,500	$0

990-PF

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$115,480

Expenses

$176,666

Net Income

-$292,146

Net Assets

$1,690,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,461
Sales of Assets	$0
Other Income	$23,800

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,000	6.2%
Compensation of Officers*	$60,000	34.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,692,775
Total Liabilities	$2,439
Net Assets	$1,690,336

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$60,000	$0
Steve Heflin (Trustee)	$50,000	$0
Suzanne Heflin Strickland (Trustee)	$2,400	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$119,008

Expenses

$195,806

Net Income

-$76,798

Net Assets

$1,982,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,780	62.8%
Sales of Assets	$19,979	16.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,343	6.3%
Compensation of Officers*	$62,400	31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,984,921
Total Liabilities	$2,439
Net Assets	$1,982,482

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$62,400	$0
Steve Heflin (Trustee)	$52,000	$0
Suzanne Heflin Strickland (Trustee)	$1,100	$0

990-PF

Filed on Nov. 11, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$229,182

Expenses

$218,351

Net Income

$10,831

Net Assets

$2,059,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,233	38.1%
Sales of Assets	$99,199	43.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,712	7.7%
Compensation of Officers*	$64,800	29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,063,547
Total Liabilities	$4,267
Net Assets	$2,059,280

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$64,800	$2,625
Steve Heflin (Trustee)	$46,800	$1,944
Suzanne Heflin Strickland (Trustee)	$1,400	$0

990-PF

Filed on June 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$117,978

Expenses

$231,100

Net Income

-$113,122

Net Assets

$2,048,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,241	62.1%
Sales of Assets	-$2,828
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$74,750	32.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,052,158
Total Liabilities	$3,709
Net Assets	$2,048,449

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$74,750	$3,802
Steve Heflin (Trustee)	$1,700	$0
Suzanne Heflin Strickland (Trustee)	$1,200	$0

990-PF

Filed on Nov. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$93,616

Expenses

$160,211

Net Income

-$66,595

Net Assets

$2,162,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,826	49.0%
Sales of Assets	-$6,028
Other Income	$13,868	14.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,607	10.4%
Compensation of Officers*	$69,000	43.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,165,366
Total Liabilities	$3,243
Net Assets	$2,162,123

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$66,700	$0
Steve Heflin (Trustee)	$1,400	$0
Suzanne Heflin Strickland (Trustee)	$1,100	$0

990-PF

Filed on Nov. 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$91,553

Expenses

$175,363

Net Income

-$83,810

Net Assets

$2,071,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,225	51.6%
Sales of Assets	$36,063	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,092	14.9%
Compensation of Officers*	$62,400	35.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,074,515
Total Liabilities	$2,908
Net Assets	$2,071,607

Compensation

Key Employees and Officers	Compensation	Other
Keith Heflin (Trustee)	$62,400	$0
Suzanne Heflin Strickland (Trustee)	$0	$0
Steve Heflin (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$71,955

Expenses

$126,358

Net Income

-$54,403

Net Assets

$2,155,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,640	67.6%
Sales of Assets	$23,315	32.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,988	20.6%
Compensation of Officers*	$62,400	49.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,155,417
Total Liabilities	$0
Net Assets	$2,155,417

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$771,170

Expenses

$118,564

Net Income

$652,606

Net Assets

$2,209,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$696,688	90.3%
Interest Revenue	$0
Dividends	$33,213	4.3%
Sales of Assets	$41,269	5.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,550	5.5%
Compensation of Officers*	$51,600	43.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,209,820
Total Liabilities	$0
Net Assets	$2,209,820

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$1,557,357

Expenses

$143

Net Income

$1,557,214

Net Assets

$1,557,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,555,052	99.9%
Interest Revenue	$0
Dividends	$1,764	0.1%
Sales of Assets	$541	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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	$1,557,214
Total Liabilities	$0
Net Assets	$1,557,214

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

Expenses

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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
Total Liabilities	$0
Net Assets	$1

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-PF

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

PDF

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-PF

Primary tax return for a private foundation'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.

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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.

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Fred J & Ruth Heflin Cofer Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $71.5k (2024)

Expenses $180k (2024)

Total Assets $1.35M (2024)

Total Liabilities $3.16k (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

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

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

Revenue

$71.5k (2024)

Expenses

$180k (2024)

Total Assets

$1.35M (2024)

Total Liabilities

$3.16k (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