The Peoples Heritage Foundation Inc

Biloxi, MS
Tax-exempt since Sept. 1981
EIN: 64-0654290

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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.

Donations to this organization are tax deductible.

Revenue

$22.9k (2024)

Expenses

$22.8k (2024)

Total Assets

$370k (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 June
2024

Revenue

$22,882

Expenses

$22,830

Net Income

$52

Net Assets

$370,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	4.4%
Interest Revenue	$0
Dividends	$17,232	75.3%
Sales of Assets	$465	2.0%
Other Income	$4,185	18.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	21.9%
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	$370,346
Total Liabilities	$0
Net Assets	$370,346

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Jeffrey O'keefe (Trustee)	$0	$0
Millie Page (Trustee)	$0	$0
Bill Raymond (Trustee)	$0	$0
Lolly Barnes (Trustee)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Aug. 6, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$22,006

Expenses

$31,781

Net Income

-$9,775

Net Assets

$370,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	27.3%
Interest Revenue	$0
Dividends	$11,545	52.5%
Sales of Assets	$4,461	20.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	69.2%
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	$382,294
Total Liabilities	$12,000
Net Assets	$370,294

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Jeffrey O'keefe (Trustee)	$0	$0
Millie Page (Trustee)	$0	$0
Bill Raymond (Trustee)	$0	$0
Lolly Barnes (Trustee)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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

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PDF XML

Fiscal Year Ending June
2022

Revenue

$23,974

Expenses

$7,776

Net Income

$16,198

Net Assets

$380,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,150	4.8%
Interest Revenue	$0
Dividends	$15,653	65.3%
Sales of Assets	$7,171	29.9%
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	$380,069
Total Liabilities	$0
Net Assets	$380,069

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on May 15, 2023

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

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Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$28,174

Expenses

$21,051

Net Income

$7,123

Net Assets

$363,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000	7.1%
Interest Revenue	$0
Dividends	$10,352	36.7%
Sales of Assets	$15,822	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	47.5%
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	$363,871
Total Liabilities	$0
Net Assets	$363,871

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on May 13, 2022

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

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Fiscal Year Ending June
2020

Revenue

$18,908

Expenses

$17,275

Net Income

$1,633

Net Assets

$356,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500	7.9%
Interest Revenue	$0
Dividends	$17,408	92.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,000	52.1%
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	$364,438
Total Liabilities	$7,690
Net Assets	$356,748

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Feb. 3, 2021

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

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PDF XML

Fiscal Year Ending June
2019

Revenue

$28,465

Expenses

$20,474

Net Income

$7,991

Net Assets

$355,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000	7.0%
Interest Revenue	$0
Dividends	$16,028	56.3%
Sales of Assets	$10,437	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,500	61.1%
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	$355,115
Total Liabilities	$0
Net Assets	$355,115

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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

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Fiscal Year Ending June
2018

Revenue

$15,178

Expenses

$18,185

Net Income

-$3,007

Net Assets

$347,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600	4.0%
Interest Revenue	$0
Dividends	$13,769	90.7%
Sales of Assets	$809	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,500	41.2%
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	$347,124
Total Liabilities	$0
Net Assets	$347,124

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Jan. 31, 2019

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

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Schedules ▼

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Fiscal Year Ending June
2017

Revenue

$11,910

Expenses

$12,026

Net Income

-$116

Net Assets

$350,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	4.2%
Interest Revenue	$0
Dividends	$8,202	68.9%
Sales of Assets	$3,208	26.9%
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	$350,131
Total Liabilities	$0
Net Assets	$350,131

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Nov. 14, 2017

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

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Fiscal Year Ending June
2016

Revenue

$43,503

Expenses

$25,418

Net Income

$18,085

Net Assets

$350,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,485	65.5%
Interest Revenue	$0
Dividends	$15,460	35.5%
Sales of Assets	-$442
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,000	70.8%
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	$350,247
Total Liabilities	$0
Net Assets	$350,247

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Aug. 19, 2016

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

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PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$35,631

Expenses

$25,270

Net Income

$10,361

Net Assets

$332,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,609	55.0%
Interest Revenue	$0
Dividends	$8,764	24.6%
Sales of Assets	$7,258	20.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,000	63.3%
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	$332,222
Total Liabilities	$60
Net Assets	$332,162

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Sept. 8, 2015

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

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Fiscal Year Ending June
2014

Revenue

$37,953

Expenses

$17,546

Net Income

$20,407

Net Assets

$321,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,881	73.5%
Interest Revenue	$0
Dividends	$7,236	19.1%
Sales of Assets	$2,836	7.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	57.0%
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	$330,773
Total Liabilities	$8,972
Net Assets	$321,801

Compensation

Key Employees and Officers	Compensation	Other
Chevis C Swetman (President)	$0	$0
Donald Marie (Vice President)	$0	$0
Jamie Swan (Secretary/ Treasurer)	$0	$0
Numerous Business Civic Leaders (Trustees)	$0	$0

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990-PF

Filed on Sept. 15, 2014

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

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Fiscal Year Ending June
2013

Revenue

$30,998

Expenses

$9,999

Net Income

$20,999

Net Assets

$301,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,565	88.9%
Interest Revenue	$0
Dividends	$2,125	6.9%
Sales of Assets	$1,308	4.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,641	56.4%
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	$304,311
Total Liabilities	$2,917
Net Assets	$301,394

990-PF

Filed on Sept. 27, 2013

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

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Fiscal Year Ending June
2012

Revenue

$14,969

Expenses

$7,589

Net Income

$7,380

Net Assets

$280,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,100	80.8%
Interest Revenue	$0
Dividends	$2,225	14.9%
Sales of Assets	$644	4.3%
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	$280,455
Total Liabilities	$60
Net Assets	$280,395

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$1,792

Expenses

$11,629

Net Income

-$9,837

Net Assets

$273,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,291	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,590	39.5%
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	$273,075
Total Liabilities	$60
Net Assets	$273,015

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Updated March 23, 2026

The Peoples Heritage Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $22.9k (2024)

Expenses $22.8k (2024)

Total Assets $370k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$22.9k (2024)

Expenses

$22.8k (2024)

Total Assets

$370k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002