STRATEGY STUDIO / PUBLIC DATA EXPLORER

HECK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HECK FAMILY FOUNDATION (EIN 81-0996891)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-02
IRS object ID
202542459349100424
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-02T11:01:30-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861314019PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LRC & Associates PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112505 Memorial Drive Ste 330AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810996891EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Heck Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHECKBusinessNameControlTxt
Phone7133412740PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1985 Three Mile DriveAddressLine1Txt
CityKalispellCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKristen HeckPersonNm
Person TitleDirectorPersonTitleTxt
Phone7133412740PhoneNum
Signature2025-09-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLoren R CookPreparerPersonNm
PTINP01002988PTIN
Phone7133412740PhoneNum
Preparation2025-09-02PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,545FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$17,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$17,000OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$17,000OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$17,009TotalRevAndExpnssAmt
Total Net Invst Incm$17,000TotalNetInvstIncmAmt
Total Adj Net Incm$17,000TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,550AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$83InterestRevAndExpnssAmt
Taxes Rev And Expnss$140TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,773TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$64,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,223TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,214ExcessRevenueOverExpensesAmt
Net Investment Income$17,000NetInvestmentIncomeAmt
Adjusted Net Income$17,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,026CashBOYAmt
Cash EOY$11,812CashEOYAmt
Cash EOYFMV$11,812CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$24,733OtherInvestmentsBOYAmt
Other Investments EOY$24,733OtherInvestmentsEOYAmt
Other Investments EOYFMV$24,733OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$85,759TotalAssetsBOYAmt
Total Assets EOY$36,545TotalAssetsEOYAmt
Total Assets EOYFMV$36,545TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$85,759NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$36,545NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$85,759TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,545TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,759TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,545TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$85,759TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,214ExcessRevenueOverExpensesAmt
Subtotal$36,545SubtotalAmt
Tot Net Ast Or Fund Balances EOY$36,545TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$236InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$236SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$236TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$236TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LRC & AssociatesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7133412740PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112505 Memorial Drive Suite 330AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kristen Heck
12505 Memorial Dr Ste 330HoustonTX77024Director5.00$0$0$0
Dennis Heck
12505 Memorial Dr Ste 330HoustonTX77024Director5.00$0$0$0
Tessa Heck
12505 Memorial Dr Ste 330HoustonTX77024Director0.00$0$0$0
Talia Heck
12505 Memorial Dr Ste 330HoustonTX77024Director0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Direct support of charitable organizationsDescription1Txt
Expenses1$64,450Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$236TaxBasedOnInvestmentIncomeAmt
Total Tax$236TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

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

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Hope Pregnancy Ministries
1281 Burns WayKalispellMT59901501c3Unrestricted$2,000
Stillwater Christian School
255 FFA DrKalispellMT59901501c3Unrestricted$60,000
Easthaven Baptist Church
2010 Whitefish Stage RdKalispellMT59901501c3Unrestricted$500
Kalispell Chamber of Commerce
15 Depot ParkKalispellMT59901501c3Unrestricted$0
Missoula Economic Partnership
2501 S Catlin StMissoulaMT59801501c3Unrestricted$0
Montana Chamber of Commerce
900 Gibbon StHelenaMT59601501c3Unrestricted$0
Mountain View High School
14964 Greg DriveEl PasoTX79938501c3Unrestricted$0
Alta Mental Health Services
711 Belmont AvenueYoungstownOH44502501c3Unrestricted$0
Good Grief Camp
PO Box 7896KalispellMT59904501c3Unrestricted$0
Glacier High School Booster Club
375 Wolfpack WayKalispellMT59901501c3Unrestricted$0
FVCC Foundation
777 Grandview DriveKalispellMT59901501c3Unrestricted$1,000
Flathead Food Bank
1203 US Hwy 2 W Ste 2KalispellMT59901501c3Unrestricted$0
Kalispell Lakers Baseball Association
PO Box 8444 54 Begg Park DriveKalispellMT59904501c3Unrestricted$200
JDRF
200 Vesey Street 28th FloorNew YorkNY10281501c3Unrestricted$0
West Valley Fire & Rescue
2412 Farm to Market RdKalispellMT59901501c3Unrestricted$0
Alzheimer Association
3010 11th Ave NMissoulaMT59101501c3Unrestricted$750
Little Bitteroot Lake Association Inc
80 Bitterroot Cove CtMarionMT59925501c3Unrestricted$0
Whitefish Community Foundation
214 2nd St WestWhitefishMT59937501c3Unrestricted$0
Humane Society of Western Montana
5930 US-93MissoulaMT59804501c3Unrestricted$0
Treasure State Foundation
400 N California StHelenaMT59601501c3Unrestricted$0
Flathead Rotary Community Foundation
PO Box 481KalispellMT59903501c3Unrestricted$0
Kalispell Downtown Association
PO Box 1997KalispellMT59903501c3Unrestricted$0
(no name)
$0
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Little Bitterroot Ventures LPDesc
Exclusion14ExclusionCd
Exclusion$17,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,000ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,000TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11aLineNumberTxt
Relationship StatementProvided financial advise and guidanceRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLittle Bitterroot Ventures LPCategoryOrItemTxt
Book Value$24,733BookValueAmt
EOYFMV$24,733EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Little Bitterroot Ventures LPDesc
Revenue And Expenses Per Books$17,000RevenueAndExpensesPerBooksAmt
Net Investment Income$17,000NetInvestmentIncomeAmt
Adjusted Net Income$17,000AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal taxCategoryTxt
Amt$140Amt