Heilmeier-Jarvie Family Foundation
Heilmeier-Jarvie Family Foundation is a private foundation, 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.
Heilmeier-Jarvie Family Foundation at a glance
In short: Heilmeier-Jarvie Family Foundation gave $1.4M across 9 grants in 2024 (avg $160K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,436,934
- +1087.5% vs 2023
- Grants made (2024)
- 9
- +80.0% vs 2023
- Average grant
- $159,659
- +559.7% vs 2023
- Median grant
- $10,000
- Total assets
- $8,261,828
- +1.8% vs 2023
- Primary geography
- Texas (100% 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 Heilmeier-Jarvie Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Baylor University ($1.3M). Together the top 9 received $1.4M.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 25 grants of 33 (76%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Heilmeier-Jarvie Family Foundation gives
- Giving grew 649% from 2021 to 2024. Method
- In 2024 it paid out 363% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $37K (2020) to $1.4M (2024). In 2024 it made 9 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baylor University Waco, TX | General Operating Funds | $1,262,734 |
| The Storehouse of Collin County Plano, TX | General Operating Funds | $100,000 |
| Kings Academy Dallas, TX | Support Operations | $25,000 |
| Christian Thinkers Society Plano, TX | Support Operations | $25,000 |
| Alzheimer's Association Dallas, TX | Support Operations | $10,000 |
| BSF International San Antonio, TX | Support Operations | $10,000 |
| Women's Auxiliary Plano Plano, TX | Support Operations | $3,000 |
| St Andrew's Plano, TX | Support Operations | $700 |
| Abel Speaks Plano, TX | Support Operations | $500 |
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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 | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,261,828 | $1,127,378 | $1,438,234 | $1,436,934 | 9 | $1,436,934 | $1,027,378 | $395,987 |
| 2023 | $8,118,575 | $932,287 | $122,250 | $121,000 | 5 | $121,000 | $913,748 | $354,382 |
| 2022 | $6,796,571 | $233,105 | $395,387 | $395,387 | 9 | $395,387 | $181,429 | $351,082 |
| 2021 | $7,859,092 | $2,487,628 | $191,720 | $191,720 | 7 | $191,720 | $1,315,624 | $265,696 |
| 2020 | $1,566,436 | $140,048 | $37,200 | $37,200 | 3 | — | $35,805 | $70,304 |
Under IRS private-foundation payout rules, Heilmeier-Jarvie Family Foundation reported a distributable amount of $396K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heilmeier-Jarvie Family Foundation is led by Elizabeth Jarvie, President, Treasurer & Secretary on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Elizabeth Jarvie
President, Treasurer & Secretary
On filings since 2020
0.5 hrs/week
No compensation reported
Steven Jarvie
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Janet Heilmeier
Vice President
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (3)
- Former: Ashley Jarvie (2020–2024) — Director · Filing note: Ended 512024
- Former: Megan Jarvie Paulk (2020–2024) — Director · Filing note: Ended 512024
- Former: Michael Jarvie (2020–2024) — Director · Filing note: Ended 512024
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.
Frequently asked questions about Heilmeier-Jarvie Family Foundation
How much does Heilmeier-Jarvie Family Foundation give each year?
Heilmeier-Jarvie Family Foundation gave $1.4M across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $121K across 5 grants.
What is Heilmeier-Jarvie Family Foundation's typical grant size?
Heilmeier-Jarvie Family Foundation's median grant in 2024 was $10,000, and its average grant was $159,659, across 9 grants on its 2024 IRS Form 990-PF.
Where does Heilmeier-Jarvie Family Foundation give grants?
Heilmeier-Jarvie Family Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Plano, TX (5 grants) and Dallas, TX (2 grants).
Does Heilmeier-Jarvie Family Foundation give general operating support?
Yes: 22% of Heilmeier-Jarvie Family Foundation's 2024 grants with a stated purpose (2 of 9) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Support Operations" (7 grants).
Who are Heilmeier-Jarvie Family Foundation's largest grantees?
Heilmeier-Jarvie Family Foundation's largest 2024 grantees include Baylor University ($1,262,734), The Storehouse of Collin County ($100,000) and Kings Academy ($25,000), according to its 2024 IRS Form 990-PF. Together they received 97% of its itemized 2024 grant dollars.
How large is Heilmeier-Jarvie Family Foundation?
Heilmeier-Jarvie Family Foundation reported $8.3M in total assets on its 2024 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $396K (roughly 5% of its investment assets).
What is Heilmeier-Jarvie Family Foundation's EIN?
Heilmeier-Jarvie Family Foundation's EIN (Employer Identification Number) is 81-2027766. 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
Live grants for the work Heilmeier-Jarvie Family Foundation funds
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Cite this profile
Grantable. (2026). Heilmeier-Jarvie Family Foundation funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/heilmeier-jarvie-family-foundation-morg_cfe1d83cffc540efbfeac91795edfe6c
BibTeX
@misc{grantable_812027766_2026,
author = {{Grantable}},
title = {{Heilmeier-Jarvie Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/heilmeier-jarvie-family-foundation-morg_cfe1d83cffc540efbfeac91795edfe6c},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Heilmeier-Jarvie Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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