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

4

+33.3% YoY

Avg Grant Size

$874.5

-15.4% YoY

About Fred J and Ruth Heflin Cofer Foundation Trust

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AcworthBuckheadCartersvilleDaytonHixsonMemphis

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$52K$104K$156K$208K20202021202220232024
Metric202420232022
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

$0$3K$6K$8K$11K1 grants20200 grants20212 grants20223 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Cartersville Elk Lodge$3KRichard Strictland$752St Jude$200Sara McLendon$46

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

Keith HeflinTrustee$69KSteve HeflinTrustee$68KSuzanne Heflin Stric…Trustee$2K

From 2024 filing

NameTitleHoursCompensation
Keith HeflinTrustee30$68,900
Suzanne Heflin StricklandTrustee1$2,400
Steve HeflinTrustee30$67,600

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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