Heilmeier-jarvie Family Foundation
Heilmeier-jarvie Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLANO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.3M in total assets. In 2024, it awarded 9 grants totaling $1.4M. Net investment income was $1.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.3M
+1.8% YoY
Annual Giving
$1.4M
+1087.5% YoY
Grant Count
9
+80.0% YoY
Avg Grant Size
$160K
+559.7% YoY
About Heilmeier-jarvie Family Foundation
Based on IRS filings
Heilmeier-jarvie Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLANO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.3M in total assets. In 2024, it awarded 9 grants totaling $1.4M. Net investment income was $1.0M.
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 | $8,261,828 | $8,118,575 | $6,796,571 |
| Revenue | $1,127,378 | $932,287 | $233,105 |
| Expenses | $1,438,234 | $122,250 | $395,387 |
| Qualifying Distributions | $1,436,934 | $121,000 | $395,387 |
| Net Investment Income | $1,027,378 | $913,748 | $181,429 |
| Distributable Amount | $395,987 | $354,382 | $351,082 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
33 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 |
|---|---|---|---|
| ELIZABETH JARVIE | PRES/TREA/SECR | 0.5 | — |
| JANET HEILMEIER | VICE PRESIDENT | 0.5 | — |
| STEVEN JARVIE | DIRECTOR | 0.25 | — |
| MEGAN JARVIE PAULK ENDED 512024 | DIRECTOR | 0.25 | — |
| MICHAEL JARVIE ENDED 512024 | DIRECTOR | 0.25 | — |
| ASHLEY JARVIE ENDED 512024 | DIRECTOR | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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