INA & Lewis Heafitz
INA & Lewis Heafitz is a private foundation based in Needham, Massachusetts. In 2024, it reported 15 grants totaling $410,812 to charitable organizations in Pennsylvania, Massachusetts, Maine, and New York.
INA & Lewis Heafitz at a glance
In short: INA & Lewis Heafitz gave $411K across 15 grants in 2024 (avg $27K), mostly in Pennsylvania. 27% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $410,812
- -22.2% vs 2023
- Grants made (2024)
- 15
- +50.0% vs 2023
- Average grant
- $27,387
- -48.1% vs 2023
- Median grant
- $3,500
- Total assets
- $1,201,035
- -67.3% vs 2023
- New grantees (estimate)
- 27% first-time grantees (4 of 15, 2024; small sample)
- Primary geography
- Pennsylvania (79% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to INA & Lewis Heafitz
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 20 Pickering Street Suite 200, Needham, MA 02492
Phone: (781) 449-9000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who INA & Lewis Heafitz funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was University of Pennsylvania ($320K). Together the top 10 received $403K.
Grant Size Distribution
68 grants across all recorded years
The most common grant size was under $50K: 60 grants of 68 (88%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went to recipients in Pennsylvania (79%), Massachusetts (17%), Maine (3%), and New York (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
Cities
Is INA & Lewis Heafitz open to new grantees?
27%
first-time grantees, 2024
In 2024, 4 of 15 grantees (27%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $3K; repeat grants $36K. How we count
Medians: $3K first-time, $5K repeat.
- 33% of 2024 grantees were also funded in 2023. Method
- Giving fell 40% from 2021 to 2024. Method
- In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $149K (2020) to $686K (2021). In 2024 it made 15 grants totaling $411K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Pennsylvania Philadelphia, PA | To Provide Funds for Program | $320,000 |
| Combined Jewish Philanthropies of Greater Boston Inc Boston, MA | To Provide Funds for Program | $36,000 |
| Museum of Science Boston, MA | To Provide Funds for Program | $14,000 |
| Bigelow Laboratory for Ocean Sciences East Boothbay, ME | To Provide Funds for Program | $10,000 |
| Mass General Hospital Boston, MA | To Provide Funds for Program | $5,000 |
| Temple Emanuel of Newton Newton Centre, MA | To Provide Funds for Program | $5,000 |
| World Jewish Congress New York, NY | KDS - 11/14/23 11:13AM Worksheet Private Foundation | $5,000 |
| Morris Arboretum & Gardens Philadelphia, PA | To Provide Funds for Program | $3,500 |
| MIT Hillel Cambridge, MA | To Provide Funds for Program | $2,500 |
| Boothbay Region YMCA Boothbay Harbor, ME | To Provide Funds for Program | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,201,035 | $770,689 | $422,076 | $410,812 | 15 | $410,812 | $56,530 | $401,417 |
| 2023 | $3,669,350 | $190,318 | $537,500 | $528,000 | 10 | $528,000 | $190,193 | $301,065 |
| 2022 | $4,025,911 | $706,506 | $601,335 | $587,480 | 23 | $587,480 | $380,480 | $311,099 |
| 2021 | $3,916,286 | $3,215,978 | $691,063 | $685,750 | 11 | $685,750 | $491,325 | $269,350 |
| 2020 | $1,388,154 | $684,779 | $153,065 | $148,863 | 9 | — | $97,798 | $154,388 |
Under IRS private-foundation payout rules, INA & Lewis Heafitz reported a distributable amount of $401K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose missions, as described by those organizations, include Jewish communal life and services (Combined Jewish Philanthropies of Greater Boston), science education (Museum of Science), ocean research and education (Bigelow Laboratory for Ocean Sciences), maritime heritage (USS Constitution Museum), and youth activities (Boys and Girls Club in Dudley).
Grantmaking
In 2024, the foundation reported 15 grants totaling $410,812. Grants ranged from $1,000 to $320,000, with a median of $3,500. The largest awards included $320,000 to the University of Pennsylvania, $36,000 to Combined Jewish Philanthropies of Greater Boston, $14,000 to the Museum of Science, and $10,000 to Bigelow Laboratory for Ocean Sciences. Other reported awards included $5,000 each to Mass General Hospital, Temple Emanuel of Newton, and World Jewish Congress.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lewis Heafitz and Ina Heafitz as trustees.
INA & Lewis Heafitz's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ina Heafitz
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Lewis Heafitz
Trustee
On filings since 2020
5 hrs/week
No compensation reported
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 INA & Lewis Heafitz
How much does INA & Lewis Heafitz give each year?
INA & Lewis Heafitz gave $411K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $528K across 10 grants.
What is INA & Lewis Heafitz's typical grant size?
INA & Lewis Heafitz's median grant in 2024 was $3,500, and its average grant was $27,387, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from INA & Lewis Heafitz that year got $3K on average.
Where does INA & Lewis Heafitz give grants?
INA & Lewis Heafitz gives mostly in Pennsylvania: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (17%). The most frequent recipient cities were Boston, MA (4 grants) and Philadelphia, PA (2 grants).
Does INA & Lewis Heafitz give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on INA & Lewis Heafitz's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Provide Funds for Program" (14 grants).
Who are INA & Lewis Heafitz's largest grantees?
INA & Lewis Heafitz's largest 2024 grantees include University of Pennsylvania ($320,000), Combined Jewish Philanthropies of Greater Boston Inc ($36,000) and Museum of Science ($14,000), according to its 2024 IRS Form 990-PF. Together they received 90% of its itemized 2024 grant dollars.
How large is INA & Lewis Heafitz?
INA & Lewis Heafitz reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $411K in qualifying distributions that year, against a required minimum of $401K (roughly 5% of its investment assets).
What does INA & Lewis Heafitz fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from INA & Lewis Heafitz?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is INA & Lewis Heafitz's EIN?
INA & Lewis Heafitz's EIN (Employer Identification Number) is 26-0623896. IRS Form 990 filing data is available on this page for 2020–2024.
Does INA & Lewis Heafitz accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). INA & Lewis Heafitz funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/ina-and-lewis-heafitz-morg_7ce895fb8dfb4f9cbbd18883eec8d058
BibTeX
@misc{grantable_260623896_2026,
author = {{Grantable}},
title = {{INA \& Lewis Heafitz funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ina-and-lewis-heafitz-morg_7ce895fb8dfb4f9cbbd18883eec8d058},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from INA & Lewis Heafitz'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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