HECK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HECK FAMILY FOUNDATION (EIN 81-0996891)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-09-16
IRS object ID: 202442609349100929
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Other Schedule2
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-09-16T14:13:22-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861314019	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LRC & Associates PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	12505 Memorial Drive Ste 330	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77024	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	810996891	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Heck Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HECK	BusinessNameControlTxt
Phone	7133412740	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	985 Three Mile Drive	AddressLine1Txt
City	Kalispell	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59901	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Kristen Heck	PersonNm
Person Title	Director	PersonTitleTxt
Phone	7133412740	PhoneNum
Signature	2024-09-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Loren Cook JD CPA	PreparerPersonNm
PTIN	P01002988	PTIN
Phone	7133412740	PhoneNum
Preparation	2024-09-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$85,759	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$68	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$68	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$10,000	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$10,000	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$10,068	TotalRevAndExpnssAmt
Total Net Invst Incm	$10,068	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$0	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$1,810	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$0	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,810	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,296	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$13,106	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,038	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,068	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$64,064	CashBOYAmt
Cash EOY	$61,026	CashEOYAmt
Cash EOYFMV	$61,026	CashEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments BOY	$24,733	OtherInvestmentsBOYAmt
Other Investments EOY	$24,733	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$24,733	OtherInvestmentsEOYFMVAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$88,797	TotalAssetsBOYAmt
Total Assets EOY	$85,759	TotalAssetsEOYAmt
Total Assets EOYFMV	$85,759	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$88,797	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$85,759	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$88,797	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$85,759	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$88,797	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$85,759	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$88,797	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,038	ExcessRevenueOverExpensesAmt
Subtotal	$85,759	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$85,759	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$140	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$140	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$140	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$0	OriginalReturnTaxPaidAmt
Tax Due	$140	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LRC & Associates	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7133412740	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	12505 Memorial Drive Suite 330	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77024	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Kristen Heck
12505 Memorial Dr Ste 330	Houston	TX	77024	Director	5.00	$0	$0	$0
Dennis Heck
12505 Memorial Dr Ste 330	Houston	TX	77024	Director	5.00	$0	$0	$0
Tessa Heck
12505 Memorial Dr Ste 330	Houston	TX	77024	Director	0.00	$0	$0	$0
Talia Heck
12505 Memorial Dr Ste 330	Houston	TX	77024	Director	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Direct support of charitable organizations	Description1Txt
Expenses1	$11,296	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$0	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$140	TaxBasedOnInvestmentIncomeAmt
Total Tax	$140	TotalTaxAmt
Distributable Before Adj	$0	DistributableBeforeAdjAmt
Distributable Before Ded	$0	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$89,327	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$70,875	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$160,202	TotalExcessDistributionCyovAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$160,202	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$89,327	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$70,875	ExcessDistriCyovToNextYrAmt
Excess From Year4	$70,875	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Hope Pregnancy Ministries
1281 Burns Way	Kalispell	MT	59901	501c3	Unrestricted	$0
Stillwater Christian School
255 FFA Dr	Kalispell	MT	59901	501c3	Unrestricted	$296
Easthaven Baptist Church
2010 Whitefish Stage Rd	Kalispell	MT	59901	501c3	Unrestricted	$0
Kalispell Chamber of Commerce
15 Depot Park	Kalispell	MT	59901	501c3	Unrestricted	$0
Missoula Economic Partnership
2501 S Catlin St	Missoula	MT	59801	501c3	Unrestricted	$0
Montana Chamber of Commerce
900 Gibbon St	Helena	MT	59601	501c3	Unrestricted	$0
Mountain View High School
14964 Greg Drive	El Paso	TX	79938	501c3	Unrestricted	$0
Alta Mental Health Services
711 Belmont Avenue	Youngstown	OH	44502	501c3	Unrestricted	$0
Good Grief Camp
PO Box 7896	Kalispell	MT	59904	501c3	Unrestricted	$0
Glacier High School Booster Club
375 Wolfpack Way	Kalispell	MT	59901	501c3	Unrestricted	$0
FVCC Foundation
777 Grandview Drive	Kalispell	MT	59901	501c3	Unrestricted	$0
Flathead Food Bank
1203 US Hwy 2 W Ste 2	Kalispell	MT	59901	501c3	Unrestricted	$4,000
Kalispell Lakers Baseball Association
PO Box 8444 54 Begg Park Drive	Kalispell	MT	59904	501c3	Unrestricted	$0
JDRF
200 Vesey Street 28th Floor	New York	NY	10281	501c3	Unrestricted	$0
West Valley Fire & Rescue
2412 Farm to Market Rd	Kalispell	MT	59901	501c3	Unrestricted	$0
Alzheimer Association
3010 11th Ave N	Missoula	MT	59101	501c3	Unrestricted	$500
Little Bitteroot Lake Association Inc
80 Bitterroot Cove Ct	Marion	MT	59925	501c3	Unrestricted	$0
Whitefish Community Foundation
214 2nd St West	Whitefish	MT	59937	501c3	Unrestricted	$5,000
Humane Society of Western Montana
5930 US-93	Missoula	MT	59804	501c3	Unrestricted	$0
Treasure State Foundation
400 N California St	Helena	MT	59601	501c3	Unrestricted	$0
Flathead Rotary Community Foundation
PO Box 481	Kalispell	MT	59903	501c3	Unrestricted	$1,000
Kalispell Downtown Association
PO Box 1997	Kalispell	MT	59903	501c3	Unrestricted	$500
(no name)
						$0

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$11,296	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	K-1 Little Bitterroot Ventures LP	Desc
Exclusion	14	ExclusionCd
Exclusion	$10,000	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$10,000	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$10,000	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	11a	LineNumberTxt
Relationship Statement	Provided financial advise and guidance	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	Little Bitterroot Ventures LP	CategoryOrItemTxt
Book Value	$24,733	BookValueAmt
EOYFMV	$24,733	EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	K-1 Little Bitterroot Ventures LP	Desc
Revenue And Expenses Per Books	$10,000	RevenueAndExpensesPerBooksAmt
Net Investment Income	$10,000	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Federal Taxes	CategoryTxt
Amt	$1,810	Amt