Bruce & Sandy Heerema Charitable Foundat

Foundation · Grantmaker Pella, IA EIN: 39-1910689

Bruce & Sandy Heerema Charitable Foundat is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pella, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 6 grants totaling $72K. Net investment income was $59K.

Key facts about Bruce & Sandy Heerema Charitable Foundat

In short: Bruce & Sandy Heerema Charitable Foundat gave $72K across 6 grants in 2025 (avg $12K), mostly in Iowa. Source: 2025 IRS Form 990-PF.

EIN
39-1910689
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$71,740
Grants made (2025)
6
Average grant
$11,957
Median grant
$10,000
Total assets
$3,759,794
Primary geography
Iowa (86% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.8M

+658.2% YoY

Annual Giving

$72K

+187.0% YoY

Grant Count

6

+100.0% YoY

Avg Grant Size

$12K

+43.5% YoY

Under IRS private-foundation payout rules, Bruce & Sandy Heerema Charitable Foundat reported a distributable amount of $121K for 2025 — the minimum it must pay out in qualifying distributions.

How Bruce & Sandy Heerema Charitable Foundat gives

  • Giving held roughly steady from 2022 to 2025 (−13%). Method
  • In 2025 it paid out 65% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 6 itemized 2025 grant dollars.

Cities

PellaNewtonAdaAmesAnokaArlingtonTracy

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K8 grants201910 grants20202 grants20215 grants20225 grants20233 grants20246 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Church of the Way: $25KChurch of the Way$25K725 Ministries: $15K725 Ministries$15KMany Hands for Haiti: $10KMany Hands for Haiti$10KStories Foundation: $10KStories Foundation$10KThe Well: $10KThe Well$10KSandy Heerema Trust: $2KSandy Heerema Trust$2K

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CHURCH OF THE WAY Newton, IABENEVOLENCE$25,000
725 MINISTRIES Pella, IABENEVOLENCE$15,000
MANY HANDS FOR HAITI Pella, IABENEVOLENCE$10,000
STORIES FOUNDATION Anoka, MNBENEVOLENCE$10,000
THE WELL Pella, IABENEVOLENCE$10,000
SANDY HEEREMA TRUST Pella, IABENEVOLENCE$1,740

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2019202020212022202320242025
Metric202520242023
Total Assets$3,759,794$495,909$477,547
Revenue$3,347,917$45,322$21,114
Expenses$84,032$26,960$59,797
Qualifying Distributions$77,886$25,981$58,649
Net Investment Income$59,079$13,690$28,626
Distributable Amount$120,512$27,814$23,713

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 23, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 18, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 7, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS July 28, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Bruce & Sandy Heerema Charitable Foundat is led by James Mueller, President on the 2025 filing; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • James Mueller

    President

    New on the 2025 filing

    No compensation reported

  • M. Timothy Heerema

    Director

    On filings since 2019

    No compensation reported

  • Steven Heerema

    Director

    On filings since 2019

    No compensation reported

  • Julie Mueller

    Treasurer

    New on the 2025 filing

    No compensation reported

Former officers (1)
  • Former: Sandy Heerema (2019–2025) — Past President · Filing note: Deceased

Data from IRS Form 990 filings, 2019–2025. "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 Bruce & Sandy Heerema Charitable Foundat

How much does Bruce & Sandy Heerema Charitable Foundat give each year?

Bruce & Sandy Heerema Charitable Foundat gave $72K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 3 grants.

What is Bruce & Sandy Heerema Charitable Foundat's typical grant size?

Bruce & Sandy Heerema Charitable Foundat's median grant in 2025 was $10,000, and its average grant was $11,957, across 6 grants on its 2025 IRS Form 990-PF.

Where does Bruce & Sandy Heerema Charitable Foundat give grants?

Bruce & Sandy Heerema Charitable Foundat gives mostly in Iowa: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (14%). The most frequent recipient cities were Pella, IA (4 grants).

Does Bruce & Sandy Heerema Charitable Foundat give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Bruce & Sandy Heerema Charitable Foundat's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Benevolence" (6 grants).

Who are Bruce & Sandy Heerema Charitable Foundat's largest grantees?

Bruce & Sandy Heerema Charitable Foundat's largest 2025 grantees include Church of the Way ($25,000), 725 Ministries ($15,000) and Many Hands for Haiti ($10,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.

How large is Bruce & Sandy Heerema Charitable Foundat?

Bruce & Sandy Heerema Charitable Foundat reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $121K (roughly 5% of its investment assets).

What is Bruce & Sandy Heerema Charitable Foundat?

Bruce & Sandy Heerema Charitable Foundat is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pella, IA. It holds $3.8M in total assets as of 2025.

What is Bruce & Sandy Heerema Charitable Foundat's EIN?

Bruce & Sandy Heerema Charitable Foundat's EIN (Employer Identification Number) is 39-1910689. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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