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
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
No grants recorded for .
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
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Similar funders by location and focus area
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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