Ardell & Jean Heine Family Trust
Ardell & Jean Heine Family Trust is a private foundation, 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.
Ardell & Jean Heine Family Trust at a glance
In short: Ardell & Jean Heine Family Trust gave $25K across 2 grants in 2024 (avg $12K), mostly in Utah. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $24,500
- -21.0% vs 2023
- Grants made (2024)
- 2
- -33.3% vs 2023
- Average grant
- $12,250
- +18.5% vs 2023
- Median grant
- $12,250
- Total assets
- $368,985
- +90.7% vs 2023
- Primary geography
- Utah (50% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Ardell & Jean Heine Family Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was St Mary's Catholic Church ($25K across 2 grants).
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 9 grants of 10 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How Ardell & Jean Heine Family Trust gives
- Giving grew 276% from 2021 to 2024. Method
- In 2024 it paid out 248% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $7K (2021) to $109K (2022). In 2024 it made 2 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $368,985 | $200,000 | $24,500 | $24,500 | 2 | $24,500 | $9,889 |
| 2023 | $193,485 | $100,000 | $31,000 | $31,000 | 3 | $31,000 | $5,493 |
| 2022 | $124,485 | $100,000 | $109,620 | $109,120 | 2 | $109,120 | $5,250 |
| 2021 | $134,105 | $129,120 | $6,515 | $6,515 | 1 | $6,515 | $1,974 |
| 2020 | $11,500 | $20,000 | $8,500 | $8,500 | 2 | — | $477 |
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.
Leadership & Key People
Officers and directors from IRS filings
Ardell & Jean Heine Family Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
James Heine
Director
On filings since 2020
1 hr/week
No compensation reported
Norma Heine
Director
On filings since 2020
1 hr/week
No compensation reported
William Russell Walker
Trustee
On filings since 2020
1 hr/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 Ardell & Jean Heine Family Trust
How much does Ardell & Jean Heine Family Trust give each year?
Ardell & Jean Heine Family Trust gave $25K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $31K across 3 grants.
How large is Ardell & Jean Heine Family Trust?
Ardell & Jean Heine Family Trust reported $369K in total assets on its 2024 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
Where does Ardell & Jean Heine Family Trust operate?
Ardell & Jean Heine Family Trust has awarded grants in Missouri, Texas, Utah.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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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