Nonprofit · EIN 47-0975127
VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST
Tax-exempt · EDISON, NJ 08837
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $99,789 | $77,267 | $22,522 | $1,634,588 | $0 | $1,634,588 |
| December 31, 2023 | 990-PF | $95,350 | $103,771 | -$8,421 | $1,606,910 | $0 | $1,606,910 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $63,477
- Interest
- $36,312
Expenses
- Grants and similar amounts paid
- $72,746
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $72,746
- Excise tax on investment income
- $1,358
Balance sheet and other
- Total assets, start of year
- $1,606,910
- Total assets, end of year
- $1,634,588
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,634,588
- Fair market value of assets
- $2,091,893
- Qualifying distributions
- $72,746
- Net investment income
- $99,789
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 |
|---|---|---|---|
| VICKI HEYMAN LEOTAX 379 THORNALL ST FL9 9, EDISON, NJ 08837 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI HEYMAN 100 WOOD AVENUE SOUTH, ISELIN, NJ 08830 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 379 THORNALL STREET FL 9 STE 9, EDISON, NJ 08837-2226
- In care of
- % ERIK KATZ
- Signed the 990-PF
- VICKI HEYMAN, TRUSTEE
- Phone
- (732) 903-2600
- Return prepared by
- LEO TAX AND CONSULTING LLC
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
- 47-0975127
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,634,588
- Income (IRS master file)
- $99,789
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $99,789 | $77,267 | $1,634,588 | XML |
| 990-PF | December 2023 | $95,350 | $103,771 | $1,606,910 | 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 47-0975127).
Questions about VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST
- What is the EIN of VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST is 47-0975127.
- Is VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST 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 VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST 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 VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does VICKI AND BRUCE HEYMAN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $99,789, expenses of $77,267 and total assets of $1,634,588 at year end.
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