Fred V & Dorothy H Heinkel Charitable Foundation Stephen B Sm

Columbia, MO
Tax-exempt since July 1982
EIN: 43-1242045

Receive an email when new data is available for this organization.

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.

Donations to this organization are tax deductible.

Revenue

$165k (2024)

Expenses

$171k (2024)

Total Assets

$2.68M (2024)

Total Liabilities

$0 (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

$164,862

Expenses

$170,809

Net Income

-$5,947

Net Assets

$2,683,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,598	45.9%
Sales of Assets	$89,264	54.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,421	78.7%
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	$2,683,336
Total Liabilities	$0
Net Assets	$2,683,336

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$589,546

Expenses

$167,685

Net Income

$421,861

Net Assets

$2,691,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$43,695	7.4%
Interest Revenue	$0
Dividends	$73,176	12.4%
Sales of Assets	$472,675	80.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,034	84.7%
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	$2,691,233
Total Liabilities	$0
Net Assets	$2,691,233

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on April 30, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$119,004

Expenses

$194,144

Net Income

-$75,140

Net Assets

$2,259,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,190	52.3%
Sales of Assets	$56,814	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,267	85.6%
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	$2,259,994
Total Liabilities	$0
Net Assets	$2,259,994

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$285,186

Expenses

$165,183

Net Income

$120,003

Net Assets

$2,335,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,355	27.1%
Sales of Assets	$207,831	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,792	83.4%
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	$2,335,790
Total Liabilities	$0
Net Assets	$2,335,790

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$145,849

Expenses

$165,595

Net Income

-$19,746

Net Assets

$2,211,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,161	44.0%
Sales of Assets	$81,688	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,399	83.6%
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	$2,211,320
Total Liabilities	$1
Net Assets	$2,211,319

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 17, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$188,915

Expenses

$136,298

Net Income

$52,617

Net Assets

$2,235,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,654	50.1%
Sales of Assets	$94,261	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,600	81.9%
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	$2,235,252
Total Liabilities	$1
Net Assets	$2,235,251

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$218,106

Expenses

$184,630

Net Income

$33,476

Net Assets

$2,188,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,316	34.5%
Sales of Assets	$142,790	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,253	86.3%
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	$2,188,987
Total Liabilities	$0
Net Assets	$2,188,987

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$107,179

Expenses

$149,851

Net Income

-$42,672

Net Assets

$2,121,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,508	63.0%
Sales of Assets	$39,671	37.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,969	84.7%
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	$2,121,542
Total Liabilities	$0
Net Assets	$2,121,542

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
Jim L Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$47,412

Expenses

$153,738

Net Income

-$106,326

Net Assets

$2,181,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,628	> 100%
Sales of Assets	-$15,216
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,976	85.8%
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	$2,181,051
Total Liabilities	$0
Net Assets	$2,181,051

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
James G Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 4, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$84,951

Expenses

$191,687

Net Income

-$106,736

Net Assets

$2,278,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,736	71.5%
Sales of Assets	$24,215	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,925	68.8%
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	$2,278,403
Total Liabilities	$0
Net Assets	$2,278,403

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Billy G Streeter (Vice President)	$0	$0
Kenneth K Caspall (Secretary)	$0	$0
James G Marberry (Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 13, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$563,050

Expenses

$159,514

Net Income

$403,536

Net Assets

$2,388,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$581	0.1%
Dividends	$66,560	11.8%
Sales of Assets	$495,909	88.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,230	84.1%
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	$2,388,308
Total Liabilities	$0
Net Assets	$2,388,308

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Kenneth K Caspall (Vice President)	$0	$0
James L Marberry (Secretary)	$0	$0

990-PF

Filed on May 15, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$75,300

Expenses

$149,258

Net Income

-$73,958

Net Assets

$1,987,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,653	2.2%
Dividends	$58,850	78.2%
Sales of Assets	$14,797	19.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,935	83.7%
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	$1,987,908
Total Liabilities	$0
Net Assets	$1,987,908

Compensation

Key Employees and Officers	Compensation	Other
Dale H Creach (President)	$0	$0
Kenneth K Caspall (Vice President)	$0	$0
James L Marberry (Secretary)	$0	$0

990-PF

Filed on May 15, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$46,796

Expenses

$147,756

Net Income

-$100,960

Net Assets

$2,061,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,231	4.8%
Dividends	$64,492	> 100%
Sales of Assets	$0
Other Income	$26	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,957	83.9%
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	$2,061,866
Total Liabilities	$1
Net Assets	$2,061,865

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$59,059

Expenses

$140,350

Net Income

-$81,291

Net Assets

$2,158,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,829	4.8%
Dividends	$59,383	> 100%
Sales of Assets	$0
Other Income	$171	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,094	77.0%
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	$2,158,859
Total Liabilities	$1
Net Assets	$2,158,858

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 »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Fred V & Dorothy H Heinkel Charitable Foundation Stephen B Sm

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $165k (2024)

Expenses $171k (2024)

Total Assets $2.68M (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

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

Revenue

$165k (2024)

Expenses

$171k (2024)

Total Assets

$2.68M (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

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001