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Nonprofit · EIN 86-0825828

LEWIS HERTZ FOUNDATION

Tax-exempt · TUCSON, AZ 85704

Financials

$34K$32K2023$61K$36K2024$92K$33K2025
Revenue Expenses · by fiscal year end
Financials of LEWIS HERTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$91,879$33,104$58,775$797,257$299,418$497,839
December 31, 2024990-PF$60,659$36,179$24,480$688,904$249,840$439,064
December 31, 2023990-PF$34,448$32,090$2,358$619,978$205,298$414,680
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,224
Interest
$3
Net gain from sales of assets
$77,652

Expenses

Grants and similar amounts paid
$27,000
Compensation of officers, directors and key employees
$4,600
Disbursements for charitable purposes
$31,202
Excise tax on investment income
$1,129

Balance sheet and other

Total assets, start of year
$688,904
Total assets, end of year
$797,257
Total liabilities, end of year
$299,418
Net assets, end of year
$497,839
Fair market value of assets
$797,257
Qualifying distributions
$31,202
Net investment income
$83,148

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
SIDNEY LEX FELKER
7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
MANAGING DIR0$4,600
LESLIE SILBERMAN
C/O SLF 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
PRESIDENT0$0
SHELLY SILBERMAN
C/O SLF 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
VICE PRESIDE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
SIDNEY LEX FELKER
7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
MANAGING DIR0$4,600
LESLIE SILBERMAN
C/O SLF 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
PRESIDENT0$0
SHELLY SILBERMAN
C/O SLF 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
VICE PRESIDE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SIDNEY LEX FELKER
7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
MANAGING DIR0$3,700
LESLIE SILBERMAN
C/O SLF 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
PRESIDENT0$0
SHELLY SILBERMAN
C/O SLF 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704
VICE PRESIDE0$0

Address and contacts

Address (IRS master file)
7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704-6385
In care of
% SIDNEY LEX FELKER
Signed the 990-PF
SIDNEY LEX FELKER, MANAGING DIRECTOR
Phone
(520) 742-0440
Return prepared by
JOHN LEBBS CPA PLLC

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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-0825828
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$797,257
Income (IRS master file)
$110,733

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$91,879$33,104$797,257IRS
990-PFDecember 2024$60,659$36,179$688,904XML
990-PFDecember 2023$34,448$32,090$619,978XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 86-0825828).

Questions about LEWIS HERTZ FOUNDATION

What is the EIN of LEWIS HERTZ FOUNDATION?
The employer identification number (EIN) of LEWIS HERTZ FOUNDATION is 86-0825828.
Is LEWIS HERTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to LEWIS HERTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEWIS HERTZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEWIS HERTZ FOUNDATION 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 LEWIS HERTZ FOUNDATION 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 LEWIS HERTZ FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $4,600 (SIDNEY LEX FELKER, MANAGING DIR).
How much revenue does LEWIS HERTZ FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $91,879, expenses of $33,104 and total assets of $797,257 at year end.

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