Phillip I V Heilker Charitable Foundation
- Assets
- $99.9k
- Revenue
- $38.6k
- Investments
- $91.9k
- Employees
- 0
- Location
- Beaufort, SC
- Founding
- 11/2015
- Data as of
- 12/2022
- EIN
- 47-5438482
Organization Overview
Phillip I V Heilker Charitable Foundation is located in Beaufort, SC. The organization was established in 2015. 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. Phillip I V Heilker Charitable Foundation 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 12/2022, Phillip I V Heilker Charitable Foundation generated $38.6k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.9%) each year. All expenses for the organization totaled $58.7k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Phillip I V Heilker Charitable Foundation has awarded 99 individual grants totaling $127,250. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Phillip IV Heilker Chairman | 1 | $0 | |
Jo Stutts Secretary/treas | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,860 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $32,745 |
| Capital Gain Net Income | $32,745 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $38,605 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $775 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $564 |
| Total operating and administrative expenses | $3,191 |
| Contributions, gifts, grants paid | $55,525 |
| Total expenses and disbursements | $58,716 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,826 |
| Savings and temporary cash investments | $174 |
| 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 | $0 |
| Other assets | $0 |
| Total assets | $99,853 |
| 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 |
Grants Awarded
Over the last fiscal year, Phillip I V Heilker Charitable Foundation has awarded $55,525 in support to 33 organizations.
| Grant Recipient | Amount |
|---|---|
AMI KIDS PURPOSE: TO HELP YOUTH DEVELOP INTO RESPONSIBLE AND PRODUCTIVE CITIZENS, PROTECT PUBLIC SAFETY AND POSITIVELY IMPACT AS MANY YOUTH AS POSSIBLE THROUGH THE EFFORTS OF A DIVERSE AND INNOVATIVE STAFF. | $2,000 |
HARBOR RIDGE FAMILY FOUNDATION PURPOSE: TO PROVIDE SCHOLARSHIPS TO CHILDREN OF EMPLOYEES OF HARBOR RIDGE | $5,000 |
S KYLE MOORE PURPOSE: TO FURTHER THE RECIPIENT'S MUSICAL EDUCATION. | $3,000 |
LEON BROWN PURPOSE: GENERAL WELFARE | $100 |
HEATHER HEILKER PURPOSE: TO PROVIDE FUNDS TO FURTHER NURSING EDUCATION | $3,000 |
LIZ MONCADO PURPOSE: GENERAL WELFARE | $300 |