Hein & Beverly Rusen Family Foundation Inc

Sarasota, FL
Tax-exempt since Oct. 1995
EIN: 65-0538766

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

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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 Independent Foundations (NTEE)

Revenue

$6k (2024)

Expenses

$258k (2024)

Total Assets

$0 (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

$5,999

Expenses

$257,537

Net Income

-$251,538

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,417	73.6%
Sales of Assets	$1,582	26.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$255,106	99.1%
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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on July 16, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

-$203,109

Expenses

$631,361

Net Income

-$834,470

Net Assets

$251,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,052
Sales of Assets	-$213,161
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$629,250	99.7%
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	$251,538
Total Liabilities	$0
Net Assets	$251,538

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Feb. 5, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$50,666

Expenses

$634,785

Net Income

-$584,119

Net Assets

$1,087,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61	0.1%
Interest Revenue	$0
Dividends	$63,902	> 100%
Sales of Assets	-$13,297
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$631,250	99.4%
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	$1,087,036
Total Liabilities	$0
Net Assets	$1,087,036

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Feb. 6, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2021

Revenue

$136,113

Expenses

$141,718

Net Income

-$5,605

Net Assets

$1,671,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,530	76.8%
Sales of Assets	$31,583	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,800	97.9%
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	$1,671,734
Total Liabilities	$0
Net Assets	$1,671,734

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Jan. 13, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$189,497

Expenses

$121,132

Net Income

$68,365

Net Assets

$1,836,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,551	42.0%
Sales of Assets	$109,946	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,000	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	$1,836,890
Total Liabilities	$1
Net Assets	$1,836,889

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Feb. 2, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$124,058

Expenses

$67,356

Net Income

$56,702

Net Assets

$1,878,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,528	64.1%
Sales of Assets	$44,523	35.9%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,700	93.1%
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	$1,878,306
Total Liabilities	$0
Net Assets	$1,878,306

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Dec. 18, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

-$126,996

Expenses

$56,939

Net Income

-$183,935

Net Assets

$1,846,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,787
Sales of Assets	-$202,787
Other Income	$4

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,100	96.8%
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	$1,846,461
Total Liabilities	$0
Net Assets	$1,846,461

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Jan. 17, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$85,185

Expenses

$95,111

Net Income

-$9,926

Net Assets

$2,284,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,514	> 100%
Sales of Assets	-$1,335
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,750	98.6%
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	$2,284,342
Total Liabilities	$0
Net Assets	$2,284,342

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Jan. 12, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2016

Revenue

$25,258

Expenses

$107,146

Net Income

-$81,888

Net Assets

$2,285,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,829	> 100%
Sales of Assets	-$81,571
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,835	98.8%
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	$2,285,091
Total Liabilities	$0
Net Assets	$2,285,091

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Feb. 7, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$118,344

Expenses

$99,015

Net Income

$19,329

Net Assets

$2,368,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,982	> 100%
Sales of Assets	-$31,638
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,015	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	$2,368,893
Total Liabilities	$0
Net Assets	$2,368,893

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Feb. 5, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2014

Revenue

$215,272

Expenses

$101,196

Net Income

$114,076

Net Assets

$2,365,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$163,250	75.8%
Sales of Assets	$51,869	24.1%
Other Income	$153	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,196	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	$2,365,399
Total Liabilities	$0
Net Assets	$2,365,399

Compensation

Key Employees and Officers	Compensation	Other
Hein Rusen (President)	$0	$0
Beverly Rusen (Secretary / Treasurer)	$0	$0

990-PF

Filed on Feb. 23, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$170,014

Expenses

$64,685

Net Income

$105,329

Net Assets

$2,260,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$164,992	97.0%
Dividends	$0
Sales of Assets	$946	0.6%
Other Income	$4,076	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,685	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	$2,260,428
Total Liabilities	$1
Net Assets	$2,260,427

990-PF

Filed on March 10, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2012

Revenue

$181,743

Expenses

$62,476

Net Income

$119,267

Net Assets

$2,157,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$149,309	82.2%
Dividends	$0
Sales of Assets	$32,434	17.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,476	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	$2,157,796
Total Liabilities	$1
Net Assets	$2,157,795

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$158,511

Expenses

$8,462

Net Income

$150,049

Net Assets

$2,047,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$148,116	93.4%
Dividends	$0
Sales of Assets	$6,306	4.0%
Other Income	$4,089	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,462	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	$2,047,797
Total Liabilities	$0
Net Assets	$2,047,797

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

Hein & Beverly Rusen Family Foundation Inc

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6k (2024)

Expenses $258k (2024)

Total Assets $0 (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 Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$6k (2024)

Expenses

$258k (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001