Phillip I V Heilker Charitable Foundation
Only null% goes to programs Strong reserves Growing revenue
Phillip I V Heilker Charitable Foundation is a 501(c)(3) organization based in Beaufort, South Carolina, registered in 2015, with $1,004,296 in FY2025 revenue. CharityIndex grades it B.
10 S Point Trl, Beaufort, SC, 29907 EIN 47-5438482 Since 2015
Revenue (FY2025)
$1.0M
▲ 704.5% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$166K
Net assets
$978K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Phillip I V Heilker Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating71 mo reserves · +83% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Phillip I V Heilker Charitable Foundation: 71 mo reserves · +83% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Phillip I V Heilker Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Phillip I V Heilker Charitable Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 10 S Point Trl, Beaufort, SC, 29907
- City
- Beaufort
- State
- South Carolina
- Subcategory
- Private Foundations
- Website
- …
Financial trends
Revenue grew from $49K (FY2015) to $1.0M (FY2025) across 11 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $978K
Operating margin
83.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$978K
Total liabilities
$0
Net assets
$978K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $1,004,296▲705% | $166,286▲84.5% | $977,961▲599% | $977,961▲599% | 990PF |
| 2024 | $124,830▲85.3% | $90,109▲45.4% | $139,951▲33.0% | $139,951▲33.0% | 990PF |
| 2023 | $67,355▲74.5% | $61,978▲5.6% | $105,230▲5.4% | $105,230▲5.4% | 990PF |
| 2022 | $38,605▼52.3% | $58,716▲16.8% | $99,853▼30.1% | $99,853▼30.1% | 990PF |
| 2021 | $81,007▲164% | $50,273▲266% | $142,925▲27.4% | $142,925▲27.4% | 990PF |
| 2020 | $30,672▲10124% | $13,736▲87.2% | $112,190▲17.8% | $112,191▲17.8% | 990PF |
| 2019 | -$306▼128% | $7,339▲24.6% | $95,254▼7.4% | $95,254▼7.4% | 990PF |
| 2018 | $1,102▼96.0% | $5,892▲46.7% | $102,899▼4.4% | $102,899▼4.4% | 990PF |
| 2017 | $27,376▼38.5% | $4,015▼41.9% | $107,689▲27.7% | $107,689▲27.7% | 990PF |
| 2016 | $44,539▼9.0% | $6,912▲208% | $84,328▲80.6% | $84,328▲80.6% | 990PF |
| 2015 | $48,942 | $2,241 | $46,701 | $46,701 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Phillip I V Heilker Charitable Foundation a legitimate nonprofit?
- Yes. Phillip I V Heilker Charitable Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 47-5438482, based in Beaufort, South Carolina. Donations are tax-deductible.
- What is Phillip I V Heilker Charitable Foundation's EIN?
- Phillip I V Heilker Charitable Foundation's Employer Identification Number (EIN) is 47-5438482.
- How much revenue does Phillip I V Heilker Charitable Foundation report?
- Phillip I V Heilker Charitable Foundation reported $1,004,296 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Phillip I V Heilker Charitable Foundation have?
- CharityIndex grades Phillip I V Heilker Charitable Foundation B, based on financial health (reserves and operating margin).
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Data for Phillip I V Heilker Charitable Foundation (EIN 47-5438482) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.