Heritage Charitable Research Tr
- Assets
- $91.2k
- Revenue
- $7.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Fulton, MS
- Founding
- 05/2005
- Data as of
- 12/2021
- EIN
- 20-6499568
Organization Overview
Heritage Charitable Research Tr is located in Fulton, MS. The organization was established in 2005. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Charitable Research Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Heritage Charitable Research Tr generated $7.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $10.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
MISC QUALIRIED ACTIVITES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lyndell Fikes Treasurer | 0 | $0 | |
Virginia Fikes President | 0 | $0 | |
Joan Fikes Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $7,739 |
| Total Revenue | $7,739 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $78 |
| Depreciation | $2,938 |
| Occupancy | $2,943 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,334 |
| Total operating and administrative expenses | $10,693 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $10,693 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,227 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $89,988 |
| Other assets | $0 |
| Total assets | $91,215 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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Marshall Legacy Foundation Metairie, LA | $37,157,594 | $21,197,543 |
Marshall Heritage Foundation Metairie, LA | $15,210,686 | $21,134,216 |
Arlene And Joseph Meraux Charitable Foundation Violet, LA | $95,291,949 | $9,307,858 |
Eleanor And J Hunter Flack Foundation Inc Elba, AL | $20,847,468 | $26,270,668 |
Stuller Family Foundation Lafayette, LA | $107,406,256 | $12,627,444 |
Msb Cockayne Fund Inc Nashville, TN | $29,612,737 | $3,554,460 |
Hugh Kaul Foundation Tr 09-12-89 25-6733-00-7 Birmingham, AL | $42,171,764 | $7,643,863 |
Maddox Foundation Hernando, MS | $8,883,124 | $1,526,980 |
Ferguson Family Baptist Missionary And Educational Fndn Ltd Arkadelphia, AR | $54,167,805 | $9,055,098 |
Mike And Gillian Goodrich Charitable Foundation Birmingham, AL | $99,344,720 | $8,200,320 |