Fred J and Ruth Heflin Cofer Foundation Trust
Fred J and Ruth Heflin Cofer Foundation Trust is a private foundation, 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.
Fred J and Ruth Heflin Cofer Foundation Trust at a glance
In short: Fred J and Ruth Heflin Cofer Foundation Trust gave $3K across 4 grants in 2024 (avg $874.5), mostly in Georgia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,498
- +12.8% vs 2023
- Grants made (2024)
- 4
- +33.3% vs 2023
- Average grant
- $875
- -15.4% vs 2023
- Median grant
- $476
- Total assets
- $1,347,442
- -7.5% vs 2023
- Primary geography
- Georgia (94% 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 Fred J and Ruth Heflin Cofer Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Cartersville Elk Lodge ($3K). Together the top 2 received $3K.
Organizations only. It also paid 2 grants to individuals ($798), which are not listed by name.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3K (2023) to $11K (2020). In 2024 it made 4 grants totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cartersville Elk Lodge Cartersville, GA | General Donation | $2,500 |
| 2 grants to individuals Recipients not named | — | $798 |
| St Jude Memphis, TN | Childrens hospitalresearch | $200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $1,347,442 | $71,493 | $179,703 | $3,498 | 4 | $10,099 | $71,493 |
| 2023 | $1,456,003 | $61,645 | $188,660 | $3,101 | 3 | — | $61,645 |
| 2022 | $1,629,051 | $52,560 | $177,606 | $3,500 | 2 | — | $76,257 |
| 2021 | $1,733,091 | $165,575 | $174,179 | — | — | — | $102,135 |
| 2020 | $1,692,775 | $-115,480 | $176,666 | $11,000 | 1 | — | — |
Leadership & Key People
Officers and directors from IRS filings
Fred J and Ruth Heflin Cofer Foundation Trust's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Keith Heflin
Trustee
On filings since 2020
30 hrs/week
$60K (2020) → $69K (2024)
Steve Heflin
Trustee
On filings since 2020
30 hrs/week
$50K (2020) → $68K (2024)
Suzanne Heflin Strickland
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2024)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $69K, to Keith Heflin (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Fred J and Ruth Heflin Cofer Foundation Trust
How much does Fred J and Ruth Heflin Cofer Foundation Trust give each year?
Fred J and Ruth Heflin Cofer Foundation Trust gave $3K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 3 grants.
What is Fred J and Ruth Heflin Cofer Foundation Trust's typical grant size?
Fred J and Ruth Heflin Cofer Foundation Trust's median grant in 2024 was $476, and its average grant was $875, across 4 grants on its 2024 IRS Form 990-PF.
Where does Fred J and Ruth Heflin Cofer Foundation Trust give grants?
Fred J and Ruth Heflin Cofer Foundation Trust gives mostly in Georgia: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (6%).
Does Fred J and Ruth Heflin Cofer Foundation Trust give general operating support?
Yes: 25% of Fred J and Ruth Heflin Cofer Foundation Trust's 2024 grants with a stated purpose (1 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Fred J and Ruth Heflin Cofer Foundation Trust?
Fred J and Ruth Heflin Cofer Foundation Trust reported $1.3M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $71K.
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.
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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