Ardell & Jean Heine Family Trust
Ardell & Jean Heine Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARK CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $369K in total assets. In 2024, it awarded 2 grants totaling $25K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$369K
+90.7% YoY
Annual Giving
$25K
-21.0% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$12K
+18.5% YoY
Under IRS private-foundation payout rules, Ardell & Jean Heine Family Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
About Ardell & Jean Heine Family Trust
Based on IRS filings
Ardell & Jean Heine Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARK CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $369K in total assets. In 2024, it awarded 2 grants totaling $25K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $368,985 | $193,485 | $124,485 |
| Revenue | $200,000 | $100,000 | $100,000 |
| Expenses | $24,500 | $31,000 | $109,620 |
| Qualifying Distributions | $24,500 | $31,000 | $109,120 |
| Net Investment Income | — | — | — |
| Distributable Amount | $9,889 | $5,493 | $5,250 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Mary's Catholic Church ($12,250), St Mary's Catholic Church ($12,250).
| Recipient | Purpose | Amount |
|---|---|---|
| ST MARY'S CATHOLIC CHURCH PARK CITY, UT | GENERAL TITHE FUND | $12,250 |
| ST MARY'S CATHOLIC CHURCH PLANTERSVILLE, TX | GENERAL TITHE FUND | $12,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES HEINE | DIRECTOR | 1 | — |
| NORMA HEINE | DIRECTOR | 1 | — |
| WILLIAM RUSSELL WALKER | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ardell & Jean Heine Family Trust?
Ardell & Jean Heine Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARK CITY, UT. It holds $369K in total assets as of 2024.
How large is Ardell & Jean Heine Family Trust?
As of 2024, Ardell & Jean Heine Family Trust holds $369K in total assets with $200K in annual revenue. It awarded 2 grants totaling $25K in 2024.
Where does Ardell & Jean Heine Family Trust operate?
Ardell & Jean Heine Family Trust has awarded grants in Missouri, Texas, Utah.
What size grants does Ardell & Jean Heine Family Trust award?
In 2024, Ardell & Jean Heine Family Trust awarded 2 grants totaling $25K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Ardell & Jean Heine Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ardell & Jean Heine Family Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ardell & Jean Heine Family Trust's EIN?
Ardell & Jean Heine Family Trust's EIN (Employer Identification Number) is 83-2466082. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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