Heritage Academy Foundation Inc

Public charity · Grantmaker Tulsa, OK EIN: 73-1368665

Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School.

Heritage Academy Foundation Inc at a glance

In short: Heritage Academy Foundation Inc reported $101K in grants paid in 2024 (a total; its filing lists no individual grants). Source: 2024 IRS Form 990.

Grants paid (2024)
$100,969 — reported as a total on the IRS filing, without an itemized list
-24.9% vs 2023
Total assets
$2,647,406
+6.3% vs 2023
Revenue (2024)
$79,052
+25.4% vs 2023
Net investment income (2024)
$79,052
+25.8% vs 2023
Expenses (2024)
$113,602
-22.3% vs 2023
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who Heritage Academy Foundation Inc funds

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 3 grants of 3 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Tulsa

How Heritage Academy Foundation Inc gives

  • Giving grew 30% from 2020 to 2023. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grant2020 0 grants2021 1 grant2022 1 grant2023 Total only2024

From 2020 to 2024, annual grant giving ranged from $101K (2024) to $160K (2022). In 2024 it reported $101K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Mizel Jewish Community Day School Tulsa, OKTo fund a significant portion of the operating budget of the Mizel Jewish Community Day School.$134,450
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$2,647,406$79,052$113,602$100,969Total only$79,052
2023$2,489,749$63,041$146,146$134,4501$62,846
2022$2,267,234$61,977$173,033$160,0731$61,977
2021$2,881,718$332,823$14,059——$332,419
2020$2,562,954$40,489$143,323$103,8121$40,386

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

About Heritage Academy Foundation Inc

Based on IRS filings

Heritage Academy Foundation Inc is a public charity focused on Education, based in Tulsa, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it reported $101K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $79K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Heritage Academy Foundation Inc is led by Richard Borg, President since 2024 (on filings since 2020); none of the 9 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Richard Borg

    President

    None → Secretary, 2021

    Secretary → President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Janis Finer

    None

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mathew Zalk

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michael Basch

    None

    Presidnet → President, 2021

    President → None, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Randee Charney

    None

    None → President, 2022

    President → None, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Stan Kessler

    None

    Secretary → None, 2021

    On filings since 2020

    No compensation reported

  • Shelby Brewster

    None

    On filings since 2022

    1 hr/week

    No compensation reported

  • Rachel Budavich

    None

    On filings since 2023

    1 hr/week

    No compensation reported

  • Sarah Downing

    None

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Katrina Klar (2020–2022) — None
  • Former: Rachel Durossette (2020–2022) — None
  • Former: Steve Hardwick (2020–2022) — None
  • Former: Ryan Ferrell (2021) — None

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Heritage Academy Foundation Inc

How much does Heritage Academy Foundation Inc give each year?

Heritage Academy Foundation Inc reported $101K in grants paid in 2024 on its 2024 IRS Form 990, as a total without an itemized list of grants. In 2023 it gave $134K across 1 grant.

How large is Heritage Academy Foundation Inc?

Heritage Academy Foundation Inc reported $2.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $79K.

What is Heritage Academy Foundation Inc?

Heritage Academy Foundation Inc is a public charity focused on Education, based in Tulsa, OK. It holds $2.6M in total assets as of 2024.

Where does Heritage Academy Foundation Inc operate?

Heritage Academy Foundation Inc has awarded grants in Oklahoma.

What is Heritage Academy Foundation Inc's EIN?

Heritage Academy Foundation Inc's EIN (Employer Identification Number) is 73-1368665. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS June 7, 2022)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS April 7, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS May 13, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS August 20, 2025)
  5. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Heritage Academy Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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