Nonprofit · EIN 27-0961125
HEINEMAN-RUSSELL FAMILY FOUNDATION
Tax-exempt · NEW CANAAN, CT 06840
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $228,566 | $1,149,830 | -$921,264 | $5,282,406 | $0 | $5,282,406 |
| June 30, 2024 | 990-PF | $240,436 | $1,214,481 | -$974,045 | $6,203,670 | $0 | $6,203,670 |
| June 30, 2023 | 990-PF | $1,594,867 | $1,001,376 | $593,491 | $7,177,715 | $0 | $7,177,715 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $140,942
- Net gain from sales of assets
- $87,624
Expenses
- Grants and similar amounts paid
- $1,134,152
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,134,152
- Excise tax on investment income
- $2,959
Balance sheet and other
- Total assets, start of year
- $6,203,673
- Total assets, end of year
- $5,282,406
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,282,406
- Fair market value of assets
- $7,535,426
- Qualifying distributions
- $1,134,152
- Net investment income
- $228,566
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin W Heineman One Manhattan West, NEW YORK, NY 10036 | Trustee | 0.25 | $0 |
| Cristine Russel Heineman One Manhattan West, NEW YORK, NY 10036 | Trustee | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin W Heineman One Manhattan West, NEW YORK, NY 10036 | Trustee | 0.25 | $0 |
| Cristine Russel Heineman One Manhattan West, NEW YORK, NY 10036 | Trustee | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin W Heineman One Manhattan West, NEW YORK, NY 10036 | Trustee | 0.25 | $0 |
| Cristine Russel Heineman One Manhattan West, NEW YORK, NY 10036 | Trustee | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 83 TURNING MILL LN, NEW CANAAN, CT 06840-3832
- In care of
- % BENJAMIN W HEINEMAN
- Signed the 990-PF
- BENJAMIN W HEINEMAN, Trustee
- Phone
- (212) 773-3000
- Return prepared by
- ERNST & YOUNG US 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0961125
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,282,406
- Income (IRS master file)
- $939,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $228,566 | $1,149,830 | $5,282,406 | IRS |
| 990-PF | June 2024 | $240,436 | $1,214,481 | $6,203,670 | IRS |
| 990-PF | June 2023 | $1,594,867 | $1,001,376 | $7,177,715 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 27-0961125).
Questions about HEINEMAN-RUSSELL FAMILY FOUNDATION
- What is the EIN of HEINEMAN-RUSSELL FAMILY FOUNDATION?
- The employer identification number (EIN) of HEINEMAN-RUSSELL FAMILY FOUNDATION is 27-0961125.
- Is HEINEMAN-RUSSELL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to HEINEMAN-RUSSELL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEINEMAN-RUSSELL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEINEMAN-RUSSELL FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEINEMAN-RUSSELL FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HEINEMAN-RUSSELL FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HEINEMAN-RUSSELL FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $228,566, expenses of $1,149,830 and total assets of $5,282,406 at year end.
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