HAROLD M SKEETS HERITAGE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD M SKEETS HERITAGE FOUNDATION INC (EIN 75-3142155)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-30
- IRS object ID
- 202621819349100012
- Schema version
- 2025v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-30T12:02:36-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821813978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARSZ GOWIE AMON & FULTZ LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CAMPUS BLVD STE 250 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190733200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753142155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD M SKEETS HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O HAROLD R HERITAGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 8568452855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD R HERITAGE SR | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Phone | 8568452855 | PhoneNum |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARISSA A SPERAZZA EA MSPA | PreparerPersonNm |
| PTIN | P01207872 | PTIN |
| Phone | 6105651120 | PhoneNum |
| Preparation | 2026-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,635 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $355 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $355 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $10,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $355 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $355 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $935 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $355 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,287 | CashBOYAmt |
| Cash EOY | $1,418 | CashEOYAmt |
| Cash EOYFMV | $1,418 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,217 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $24,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,149 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,635 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,635 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,635 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5 | SubtotalAmt |
| Tax Based On Investment Income | $5 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $5 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | HAROLD R HERITAGE | IndividualWithBooksNm |
| Phone | 8568452855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R HERITAGE SR | ||||||||
| 6 BRATTLEBORO ROAD | SWEDESBORO | NJ | 08085 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| HAROLD R HERITAGE SR | ||||||||
| 158 W WOLFERT STATION ROAD | MICKLETON | NJ | 08056 | VP/SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,925 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5 | TotalTaxAmt |
| Distributable Before Adj | $1,370 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,370 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,370 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,899 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,899 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,370 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,921 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,913 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,899 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,529 | RemainingDistriFromCorpusAmt |
| Total Corpus | $109,878 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,921 | ExcessFromYear4Amt |
| Excess From Year3 | $22,237 | ExcessFromYear3Amt |
| Excess From Year2 | $19,913 | ExcessFromYear2Amt |
| Excess From Year1 | $30,117 | ExcessFromYear1Amt |
| Excess From Current Year | $20,529 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HMH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARIA SCHAFFNER DIR HUMAN RES | AddressLine1Txt |
| Address Line2 | 376 JESSUP ROAD | AddressLine2Txt |
| City | THOROFARE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8568452855 | RecipientPhoneNum |
| Form And Info And Materials | TWO PAGE SCHOLARSHIP APPLICATION FORM (INCLUDING LETTER OF RECOMMENDATION, 250 WORD ESSAY, CURRENT & COMPLETE TRANSCRIPT OF GRADES AND A COPY OF LAST SEMESTERS TUITION PAYMENT) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15 TO BE AWARDED BY JANUARY 15 NEXT YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPLOYEE OF HERITAGES DAIRY STORES, INC. FOR ONE YEAR, WORKED OVER 500 HOURS DURING THE PREVIOUS YEAR AND A CURRENT EMPLOYEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JASON SCANDLIN | ||||||||
| 75 ADAMS STREET | SWEDESBORO | NJ | 08085 | NONE | I | SCHOLARSHIP | $3,000 | |
| KALYE ANDERSON | ||||||||
| 320 WEST BRANCH | PINE HILL | NJ | 08021 | NONE | I | SCHOLARSHIP | $1,200 | APT 410G |
| DYLAN BAKER | ||||||||
| 44 MEADOW COURT | SEWELL | NJ | 08080 | NONE | I | SCHOLARSHIP | $400 | |
| DEMARCUS ROGERS | ||||||||
| 97 OAKRIDGE DRIVE | MOUNT ROYAL | NJ | 08061 | NONE | I | SCHOLARSHIP | $2,714 | |
| MADISON FORMICA | ||||||||
| 1230 MOUNT VERNON AVENUE | GIBBSTOWN | NJ | 08027 | NONE | I | SCHOLARSHIP | $5,000 | |
| SARAH GUIDE | ||||||||
| 746B HURFFVILLE CROSSKEYS | SEWELL | NJ | 08080 | NONE | I | SCHOLARSHIP | $4,555 | |
| SEAN GALLO | ||||||||
| 4 DESCHLER BLVD | CLAYTON | NJ | 08312 | NONE | I | SCHOLARSHIP | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,869 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $355 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $935 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $30 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| IRS 990 PF EXCISE TAX | $5 |
| N.J. ANNUAL REPORT | $30 |