Nonprofit · EIN 27-3960915
LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC
Tax-exempt · ROSS, CA 94957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $417,096 | $460,834 | -$43,738 | $371,204 | $0 | $371,204 |
| December 31, 2023 | 990-PF | $216,665 | $259,825 | -$43,160 | $414,942 | $0 | $414,942 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $407,145
- Dividends
- $9,600
- Interest
- $351
Expenses
- Grants and similar amounts paid
- $453,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $441,610
- Excise tax on investment income
- $81
Balance sheet and other
- Total assets, start of year
- $414,942
- Total assets, end of year
- $371,204
- Total liabilities, end of year
- $0
- Net assets, end of year
- $371,204
- Fair market value of assets
- $1,390,604
- Qualifying distributions
- $441,610
- Net investment income
- $9,951
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 |
|---|---|---|---|
| LENORE B HEFFERNAN PO BOX 1742, ROSS, CA 94957 | PRESIDENT | 1 | $0 |
| ANN MARIE HEFFERNAN 415 VISTA GRANDE, GREENBRAE, CA 94904 | SECRETARY | 0.1 | $0 |
| F MICHAEL HEFFERNAN III 1350 CARLBACK AVENUE, WALNUT CREEK, CA 94596 | DIRECTOR | 0.1 | $0 |
| JOHN WARREN HEFFERNAN 5439 HAWTHORNE PLACE, WASHINGTON, DC 20016 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LENORE B HEFFERNAN PO BOX 1742, ROSS, CA 94957 | PRESIDENT | 1 | $0 |
| ANN MARIE HEFFERNAN 415 VISTA GRANDE, GREENBRAE, CA 94904 | SECRETARY | 0 | $0 |
| F MICHAEL HEFFERNAN III 1350 CARLBACK AVENUE, WALNUT CREEK, CA 94596 | DIRECTOR | 0 | $0 |
| JOHN WARREN HEFFERNAN 5439 HAWTHORNE PLACE, WASHINGTON, DC 20016 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1742, ROSS, CA 94957-1742
- In care of
- % FRANK M HEFFERNAN JR
- Signed the 990-PF
- LENORE B HEFFERNAN, PRESIDENT
- Phone
- (415) 453-2073
- Website
- WWW.THINKDYNAMIC.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-3960915 or by the name LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 27-3960915
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $371,204
- Income (IRS master file)
- $417,096
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $417,096 | $460,834 | $371,204 | XML |
| 990-PF | December 2023 | $216,665 | $259,825 | $414,942 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 27-3960915).
Questions about LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC
- What is the EIN of LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC is 27-3960915.
- Is LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC 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 LENORE AND FRANK HEFFERNAN 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 2024.
- Who are the officers and directors of LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LENORE AND FRANK HEFFERNAN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $417,096, expenses of $460,834 and total assets of $371,204 at year end.
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