Nonprofit · EIN 01-0930068
THE@HOLEWINSKI FAMILY FOUNDATION INC
Tax-exempt · ESTERO, FL 34135
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $156,457 | $73,589 | $82,868 | $1,088,777 | $0 | $1,088,777 |
| December 31, 2024 | 990-PF | $114,775 | $74,679 | $40,096 | $1,005,899 | $0 | $1,005,899 |
| December 31, 2023 | 990-PF | $37,951 | $74,462 | -$36,511 | $965,930 | $0 | $965,930 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $16,272
- Dividends
- $26,828
- Net gain from sales of assets
- $113,357
Expenses
- Grants and similar amounts paid
- $55,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $62,145
- Excise tax on investment income
- $1,976
Balance sheet and other
- Total assets, start of year
- $1,005,899
- Total assets, end of year
- $1,088,777
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,088,777
- Fair market value of assets
- $1,442,146
- Qualifying distributions
- $62,145
- Net investment income
- $153,897
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANE HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | TREASURER | 1 | $0 |
| JILL O'DONNELL c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | SECRETARY | 1 | $0 |
| SARA GRUNWELL c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | PRESIDENT | 1 | $0 |
| DENNIS HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | DIRECTOR & CO-FOUNDER | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANE HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | TREASURER | 1 | $0 |
| JILL O'DONNELL c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | SECRETARY | 1 | $0 |
| SARA GRUNWELL c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | PRESIDENT | 1 | $0 |
| SUSAN HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | DIRECTOR & CO-FOUNDER | 1 | $0 |
| DENNIS HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | DIRECTOR & CO-FOUNDER | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANE HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | SECRETARY | 1 | $0 |
| JILL O'DONNELL c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | PRESIDENT | 1 | $0 |
| SARA GRUNWELL c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | TREASURER | 1 | $0 |
| SUSAN HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | DIRECTOR & CO-FOUNDER | 1 | $0 |
| DENNIS HOLEWINSKI c/o legacy family office, 9990 Coconut Road suite 225, Bonita Springs, FL 34135 | DIRECTOR & CO-FOUNDER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9990 COCONUT RD STE 225, ESTERO, FL 34135-9183
- In care of
- % LEGACY FAMILY OFFICE
- Signed the 990-PF
- SARA GRUNWELL, PRESIDENT
- Phone
- (239) 389-1151
- Return prepared by
- BDO USA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0930068
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,088,777
- Income (IRS master file)
- $500,530
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $156,457 | $73,589 | $1,088,777 | XML |
| 990-PF | December 2024 | $114,775 | $74,679 | $1,005,899 | XML |
| 990-PF | December 2023 | $37,951 | $74,462 | $965,930 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0930068).
Questions about THE@HOLEWINSKI FAMILY FOUNDATION INC
- What is the EIN of THE@HOLEWINSKI FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE@HOLEWINSKI FAMILY FOUNDATION INC is 01-0930068.
- Is THE@HOLEWINSKI FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to THE@HOLEWINSKI FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@HOLEWINSKI FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@HOLEWINSKI FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE@HOLEWINSKI FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE@HOLEWINSKI FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE@HOLEWINSKI FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $156,457, expenses of $73,589 and total assets of $1,088,777 at year end.
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All nonprofits in ESTERO · Florida · Philanthropy, voluntarism and grantmaking foundations