Nonprofit · EIN 47-2509549
MARTA HEFLIN FOUNDATION
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,620,755 | $967,535 | $653,220 | $14,495,981 | $0 | $14,495,981 |
| December 31, 2023 | 990-PF | $710,661 | $968,301 | -$257,640 | $14,022,649 | $0 | $14,022,649 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $358,279
- Net gain from sales of assets
- $1,207,676
- Other income
- $54,800
Expenses
- Grants and similar amounts paid
- $600,000
- Compensation of officers, directors and key employees
- $150,000
- Disbursements for charitable purposes
- $767,235
- Excise tax on investment income
- $19,744
Balance sheet and other
- Total assets, start of year
- $14,022,649
- Total assets, end of year
- $14,495,981
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,495,981
- Fair market value of assets
- $18,352,859
- Qualifying distributions
- $767,235
- Net investment income
- $1,620,755
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 |
|---|---|---|---|
| Lloyd Ronald Walker 1159 2ND AVENUE SUITE 166, NEW YORK, NY 10065 | President | 20 | $75,000 |
| Paul Richard Katz 1159 2ND AVENUE SUITE 166, NEW YORK, NY 10065 | Vice President | 20 | $75,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lloyd Ronald Walker 1159 2ND AVENUE SUITE 166, NEW YORK, NY 10065 | President | 20 | $75,000 |
| Paul Richard Katz 1159 2ND AVENUE SUITE 166, NEW YORK, NY 10065 | Vice President | 20 | $75,000 |
Address and contacts
- Address (IRS master file)
- 99 PARK AVE RM 320, NEW YORK, NY 10016-1363
- In care of
- % JOHN R LATOURETTE ESQ
- Signed the 990-PF
- Lloyd R Walker, President
- Phone
- (646) 270-3799
- Return prepared by
- DILWORTH PAXSON 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
- 47-2509549
- 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)
- $14,495,981
- Income (IRS master file)
- $6,561,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,620,755 | $967,535 | $14,495,981 | XML |
| 990-PF | December 2023 | $710,661 | $968,301 | $14,022,649 | 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MARTA HEFLIN FOUNDATION
- What is the EIN of MARTA HEFLIN FOUNDATION?
- The employer identification number (EIN) of MARTA HEFLIN FOUNDATION is 47-2509549.
- Is MARTA HEFLIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to MARTA HEFLIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARTA HEFLIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARTA HEFLIN 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 MARTA HEFLIN 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 MARTA HEFLIN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $75,000 (Lloyd Ronald Walker, President).
- How much revenue does MARTA HEFLIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,620,755, expenses of $967,535 and total assets of $14,495,981 at year end.
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