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Nonprofit · EIN 39-3711339

DAVID AND STACY HEFTY FOUNDATION INC

Tax-exempt · AUBURN, IN 46706

Financials

$4.5M$19K2025
Revenue Expenses · by fiscal year end
Financials of DAVID AND STACY HEFTY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,469,564$18,814$4,450,750$2,821,888$0$2,821,888
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,468,826
Dividends
$738

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$19,174
Excise tax on investment income
$10

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$2,821,888
Total liabilities, end of year
$0
Net assets, end of year
$2,821,888
Fair market value of assets
$4,489,747
Qualifying distributions
$19,174
Net investment income
$738

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.

NameTitleHours / weekCompensation
STACY HEFTY
112 E 7TH STREET, AUBURN, IN 46706
DIRECTOR, CHAIR4$0
DAVID HEFTY
112 E 7TH STREET, AUBURN, IN 46706
DIRECTOR, TREAS & SEC4$0
MATTHIAS HEFTY
112 E 7TH STREET, AUBURN, IN 46706
DIRECTOR2$0

Address and contacts

Address (IRS master file)
PO BOX 105, AUBURN, IN 46706-0105
Signed the 990-PF
STACY HEFTY, DIRECTOR
Phone
(260) 235-0021
Return prepared by
KSM BUSINESS SERVICES INC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
39-3711339
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,821,888
Income (IRS master file)
$4,469,564

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,469,564$18,814$2,821,888IRS

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 39-3711339).

Questions about DAVID AND STACY HEFTY FOUNDATION INC

What is the EIN of DAVID AND STACY HEFTY FOUNDATION INC?
The employer identification number (EIN) of DAVID AND STACY HEFTY FOUNDATION INC is 39-3711339.
Is DAVID AND STACY HEFTY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to DAVID AND STACY HEFTY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID AND STACY HEFTY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID AND STACY HEFTY 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 DAVID AND STACY HEFTY 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 DAVID AND STACY HEFTY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DAVID AND STACY HEFTY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,469,564, expenses of $18,814 and total assets of $2,821,888 at year end.

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