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Phillip I V Heilker Charitable Foundation

  • Beaufort, SC
  • Tax-exempt since Nov. 2015
  • EIN: 47-5438482

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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$125k (2024)

Expenses
$90.1k (2024)

Total Assets
$140k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2015 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$124,830
Expenses
$90,109
Net Income
$34,721
Net Assets
$139,951
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $5,763
4.6%
Sales of Assets $119,061
95.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,975
92.1%
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 $139,951
Total Liabilities $0
Net Assets $139,951
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Tr) $0 $0

Document Links

990-PF
Filed on May 13, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,355
Expenses
$61,978
Net Income
$5,377
Net Assets
$105,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,843
8.7%
Sales of Assets $61,512
91.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,833
94.9%
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 $105,230
Total Liabilities $0
Net Assets $105,230
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on May 13, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,605
Expenses
$58,716
Net Income
-$20,111
Net Assets
$99,853
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,860
15.2%
Sales of Assets $32,745
84.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,525
94.6%
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 $99,853
Total Liabilities $0
Net Assets $99,853
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on May 31, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,007
Expenses
$50,273
Net Income
$30,734
Net Assets
$142,925
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,504
31.5%
Interest Revenue $0
Dividends $2,450
3.0%
Sales of Assets $53,053
65.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,550
94.6%
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 $142,925
Total Liabilities $0
Net Assets $142,925
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on May 17, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,672
Expenses
$13,736
Net Income
$16,936
Net Assets
$112,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $18,025
58.8%
Interest Revenue $0
Dividends $1,208
3.9%
Sales of Assets $11,439
37.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,920
79.5%
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 $112,191
Total Liabilities $1
Net Assets $112,190
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on June 7, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$306
Expenses
$7,339
Net Income
-$7,645
Net Assets
$95,253
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
Dividends $1,276
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,162
97.6%
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 $95,254
Total Liabilities $1
Net Assets $95,253
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on June 1, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,102
Expenses
$5,892
Net Income
-$4,790
Net Assets
$102,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.8%
Dividends $1,093
99.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,892
100%
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 $102,899
Total Liabilities $0
Net Assets $102,899
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on May 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,376
Expenses
$4,015
Net Income
$23,361
Net Assets
$107,689
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,000
> 100%
Interest Revenue $9
0.0%
Dividends $850
3.1%
Sales of Assets -$3,483
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,015
100%
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 $107,689
Total Liabilities $0
Net Assets $107,689
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on April 9, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,539
Expenses
$6,912
Net Income
$37,627
Net Assets
$84,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $38,987
87.5%
Interest Revenue $0
Dividends $214
0.5%
Sales of Assets $5,338
12.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,912
100%
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 $84,328
Total Liabilities $0
Net Assets $84,328
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on March 16, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,942
Expenses
$2,241
Net Income
$46,701
Net Assets
$46,701
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $48,938
100.0%
Interest Revenue $0
Dividends $0
Sales of Assets $4
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,241
100%
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 $46,701
Total Liabilities $0
Net Assets $46,701
Compensation
Key Employees and Officers Compensation Other
Phillip Iv Heilker (Chairman) $0 $0
Jo Stutts (Secretary/Treas) $0 $0

Document Links

990-PF
Filed on April 13, 2016

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

View Filing
PDF XML

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 »

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.

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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.

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