Nonprofit · EIN 26-0623896
INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION
Tax-exempt · NEEDHAM, MA 02492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $770,689 | $422,076 | $348,613 | $1,201,035 | $138,291 | $1,062,744 |
| December 31, 2023 | 990-PF | $190,318 | $537,500 | -$347,182 | $3,669,350 | $141,164 | $3,528,186 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $714,159
- Dividends
- $51,223
- Other income
- $5,307
Expenses
- Grants and similar amounts paid
- $410,812
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $410,812
- Excise tax on investment income
- $786
Balance sheet and other
- Total assets, start of year
- $3,669,350
- Total assets, end of year
- $1,201,035
- Total liabilities, end of year
- $138,291
- Net assets, end of year
- $1,062,744
- Fair market value of assets
- $9,642,363
- Qualifying distributions
- $410,812
- Net investment income
- $56,530
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS HEAFITZ 1700 SOUTH OCEAN DRIVE, FORT LAUDERDALE, FL 33316 | TRUSTEE | 5 | $0 |
| INA HEAFITZ 1700 SOUTH OCEAN DRIVE, FORT LAUDERDALE, FL 33316 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS HEAFITZ 1700 SOUTH OCEAN DRIVE, FORT LAUDERDALE, FL 33316 | TRUSTEE | 5 | $0 |
| INA HEAFITZ 1700 SOUTH OCEAN DRIVE, FORT LAUDERDALE, FL 33316 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 20 PICKERING STREET SUITE 200, NEEDHAM, MA 02492-3197
- Signed the 990-PF
- LEWIS HEAFITZ, OFFICER
- Phone
- (781) 449-9000
- Return prepared by
- GRAY GRAY & GRAY LLP
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 | Not 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
- 26-0623896
- 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)
- $1,201,035
- Income (IRS master file)
- $770,689
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $770,689 | $422,076 | $1,201,035 | XML |
| 990-PF | December 2023 | $190,318 | $537,500 | $3,669,350 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 26-0623896).
Questions about INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION
- What is the EIN of INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION?
- The employer identification number (EIN) of INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION is 26-0623896.
- Is INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does INA AND LEWIS HEAFITZ CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $770,689, expenses of $422,076 and total assets of $1,201,035 at year end.
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