Heritage Group Employee Benefit Trust (Davis Lewis L)

Heritage Group Employee Benefit Trust (Davis Lewis L) is a voluntary employees' beneficiary association (non-govt. emps.) organization in Indianapolis, Indiana. Its tax id (EIN) is 35-1799877. It was granted tax-exempt status by IRS in January, 1992. For detailed information such as income and other financial data of Heritage Group Employee Benefit Trust (Davis Lewis L), refer to the following table.


Profile of Heritage Group Employee Benefit Trust

Organization Name Heritage Group Employee Benefit Trust
Other NameDavis Lewis L
Tax Id (EIN)35-1799877
Address Po Box 68123, Indianapolis, IN 46268-0123
All tax-exempt organizations in zip code 46268
Tax PeriodAssetIncomeRevenue
May, 2014$8,623,072$27,565,525$27,565,525
May, 2015$7,398,415$29,313,458$29,313,458
May, 2016$3,383,873$31,519,703$31,519,703
May, 2017$3,364,451$33,318,382$32,606,963
May, 2018$5,295,468$35,406,926$35,406,926
May, 2019$6,768,086$38,003,313$38,003,313
May, 2020$4,572,254$38,373,492$38,373,492
May, 2021$2,085,714$43,119,896$43,119,896
May, 2022$5,252,708$48,474,958$48,474,958
May, 2023$5,727,049$53,321,497$53,321,497
May, 2024$8,179,803$68,227,859$68,227,859
IRS Exempt Status Ruling Date January, 1992
Exempt Status Unconditional Exemption
Deductibility Contributions are not deductible
Organization's purposes,
activities, & operations
Sick, accident, death, or similar benefits
Foundation Type All organizations except 501(c)(3)
Organization Type Trust
Organization Classification Voluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$5,000,000 to 9,999,999
Income Range Reported on Form 990$50,000,000 to greater
Accounting Period 05