Civic Intelligence

Samuel S Heffner and Missouri S Heffner

EIN 23-7984483 • 501(c)3 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$5,290

Higher top officer pay than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

50th percentile

-1.8%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$184,357

Down $3,309 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$184,357

Down $3,309 (-1.8%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Up

$11,908

Up $15,649 (+418%) from 2023

Expenses

Up

$15,212

Up $3,563 (+31%) from 2023

Net Income

Up

-$3,304

Up $12,086 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $135,908Liabilities 2010: $0Net Assets 2010: $135,9082010Assets 2011: $151,795Liabilities 2011: $0Net Assets 2011: $151,7952011Assets 2012: $149,143Liabilities 2012: $0Net Assets 2012: $149,1432012Assets 2013: $149,020Liabilities 2013: $0Net Assets 2013: $149,0202013Assets 2014: $153,851Liabilities 2014: $0Net Assets 2014: $153,8512014Assets 2015: $149,768Liabilities 2015: $0Net Assets 2015: $149,7682015Assets 2016: $165,396Liabilities 2016: $0Net Assets 2016: $165,3962016Assets 2017: $172,268Liabilities 2017: $0Net Assets 2017: $172,2682017Assets 2018: $178,202Liabilities 2018: $0Net Assets 2018: $178,2022018Assets 2019: $174,317Liabilities 2019: $0Net Assets 2019: $174,3172019Assets 2020: $194,531Liabilities 2020: $0Net Assets 2020: $194,5312020Assets 2021: $213,276Liabilities 2021: $0Net Assets 2021: $213,2762021Assets 2022: $203,064Liabilities 2022: $0Net Assets 2022: $203,0642022Assets 2023: $187,666Liabilities 2023: $0Net Assets 2023: $187,6662023Assets 2024: $184,357Liabilities 2024: $0Net Assets 2024: $184,3572024

Highlighted filing

2024

Assets$184,357
Liabilities$0
Net Assets$184,357
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2010: $15,604Expenses 2010: $9,754Net Income 2010: $5,8502010Expenses 2011: $9,8502011Expenses 2012: $10,6792012Revenue 2013: $10,515Expenses 2013: $10,634Net Income 2013: -$1192013Revenue 2014: $16,029Expenses 2014: $11,197Net Income 2014: $4,8322014Revenue 2015: $7,689Expenses 2015: $11,777Net Income 2015: -$4,0882015Revenue 2016: $26,664Expenses 2016: $11,101Net Income 2016: $15,5632016Revenue 2017: $18,402Expenses 2017: $11,529Net Income 2017: $6,8732017Revenue 2018: $17,339Expenses 2018: $11,403Net Income 2018: $5,9362018Revenue 2019: $6,995Expenses 2019: $10,882Net Income 2019: -$3,8872019Revenue 2020: $31,428Expenses 2020: $11,043Net Income 2020: $20,3852020Revenue 2021: $31,670Expenses 2021: $12,621Net Income 2021: $19,0492021Revenue 2022: $1,720Expenses 2022: $12,315Net Income 2022: -$10,5952022Revenue 2023: -$3,741Expenses 2023: $11,649Net Income 2023: -$15,3902023Revenue 2024: $11,908Expenses 2024: $15,212Net Income 2024: -$3,3042024

Highlighted filing

2024

Revenue$11,908
Expenses$15,212
Net Income-$3,304
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,357
Liabilities
$0
Net assets
$184,357
Revenue
$11,908
Expenses
$15,212
Net income
-$3,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.12$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.04$0.12$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.02$0.12$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.32$0.13$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.31$0.11$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.17$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.18$0.12$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.27$0.11$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.11$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.16$0.10$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrustee-$5,329-$5,329
Filing and Contact Details

Filer

Filer Name
Samuel S Heffner and Missouri S Heffner
EIN
23-7984483
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2025-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt052
IRS990PF/FMVAssetsEOYAmt0217782
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0187666
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0184357
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt060
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt030113
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt030113
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt030091
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0152888
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0150954
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0184401
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04565
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03230
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0187666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0184357
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0217782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0187666
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0184357
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0187666
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0184357
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0218297
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02709
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0215588
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03274
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010751
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0215023
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0218297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05329
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRUIST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 919798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ORLANDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032891
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt012459
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt012459
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 919798
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032891
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUIST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08042737445
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BETHANY CHILDRENS HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01863 BETHANY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WOMELSDORF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019567
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09729
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010623
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03891
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0529
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0627
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012459
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01836
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05004
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03168
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt088
OtherDecreasesSchedule/OtherDecreasesDetail/Amt115
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 TRANSACTIONS POSTED IN 2025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt098
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/Amt236
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt236
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08042737445
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL S HEFFNER AND MISSOURI S HEFFNER
ReturnHeader/Filer/BusinessNameControlTxt0HEFF
ReturnHeader/Filer/EIN0237984483
ReturnHeader/Filer/PhoneNum08042737445
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-04-18T10:01:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01

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