Fred J and Ruth Heflin Cofer Foundation Trust

CARTERSVILLE, GA EIN: 26-6727396

Fred J and Ruth Heflin Cofer Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARTERSVILLE, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $3K. Net investment income was $71K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-7.5% YoY

Annual Giving

$3K

+12.8% YoY

Grant Count

+33.3% YoY

Avg Grant Size

$874.5

-15.4% YoY

About Fred J and Ruth Heflin Cofer Foundation Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $13K (62%)

Georgia $8K (38%)

States

Georgia Tennessee

Cities

AcworthBuckheadCartersvilleDaytonHixsonMemphis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,347,442	$1,456,003	$1,629,051
Revenue	$71,493	$61,645	$52,560
Expenses	$179,703	$188,660	$177,606
Qualifying Distributions	$10,099	—	—
Net Investment Income	$71,493	$61,645	$76,257
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 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 Cartersville Elk Lodge ($2,500), Richard Strictland ($752), St Jude ($200).

Recipient	Purpose	Amount
Richard Strictland Acworth, GA	Cancer PatientCancer Treatment	$752
Cartersville Elk Lodge Cartersville, GA	General Donation	$2,500
St Jude Memphis, TN	Childrens hospitalresearch	$200
Sara McLendon Buckhead, GA	Home modificationsHand Rails	$46

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Keith Heflin	Trustee	30	$68,900
Suzanne Heflin Strickland	Trustee	1	$2,400
Steve Heflin	Trustee	30	$67,600

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Fred J and Ruth Heflin Cofer Foundation Trust?

Fred J and Ruth Heflin Cofer Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARTERSVILLE, GA. It holds $1.3M in total assets as of 2024.

How large is Fred J and Ruth Heflin Cofer Foundation Trust?

As of 2024, Fred J and Ruth Heflin Cofer Foundation Trust holds $1.3M in total assets with $71K in annual revenue. It awarded 4 grants totaling $3K in 2024.

Where does Fred J and Ruth Heflin Cofer Foundation Trust operate?

Fred J and Ruth Heflin Cofer Foundation Trust has awarded grants in Georgia, Tennessee.

What size grants does Fred J and Ruth Heflin Cofer Foundation Trust award?

In 2024, Fred J and Ruth Heflin Cofer Foundation Trust awarded 4 grants totaling $3K — an average of about $874.5 per grant, based on its IRS Form 990 filings.

What is Fred J and Ruth Heflin Cofer Foundation Trust's EIN?

Fred J and Ruth Heflin Cofer Foundation Trust's EIN (Employer Identification Number) is 26-6727396. IRS Form 990 filing data is available on this page for 2020–2024.