Heinemann-wallace Family Foundation
Heinemann-wallace Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST HARTFORD, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $33K in total assets. In 2025, it awarded 4 grants totaling $20K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$33K
-38.5% YoY
Annual Giving
$20K
+73.9% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$5K
+73.9% YoY
Under IRS private-foundation payout rules, Heinemann-wallace Family Foundation reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
About Heinemann-wallace Family Foundation
Based on IRS filings
Heinemann-wallace Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST HARTFORD, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $33K in total assets. In 2025, it awarded 4 grants totaling $20K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $33,254 | $54,065 | $64,468 |
| Revenue | $1,982 | $2,575 | $2,000 |
| Expenses | $22,793 | $12,978 | $14,370 |
| Qualifying Distributions | $20,000 | $11,500 | $13,000 |
| Net Investment Income | — | $1,097 | $630 |
| Distributable Amount | $2,051 | $2,884 | $3,694 |
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 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Maltz Jupiter Theatre ($15,000), Loxahatchee Club Educational Foundation Inc ($3,000), Brown University Alumni Assocation ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BROWN UNIVERSITY ALUMNI ASSOCATION PROVIDENCE, RI | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| LOXAHATCHEE CLUB EDUCATIONAL FOUNDATION INC JUPITER, FL | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| MALTZ JUPITER THEATRE JUPITER, FL | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $15,000 |
| THE HARTFORD SYMPHONY HARTFORD, CT | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT E HEINEMANN | TRUSTEE | — | — |
| SHELLEY W HEINEMANN | TRUSTEE | — | — |
| ROBERT E HEINEMANN JR | TRUSTEE | — | — |
| CHARLES J HEINEMANN | TRUSTEE | — | — |
| DAVID EARL WALLACE | TRUSTEE | — | — |
| JONATHAN SCOTT WALLACE | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heinemann-wallace Family Foundation?
Heinemann-wallace Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST HARTFORD, CT. It holds $33K in total assets as of 2025.
How large is Heinemann-wallace Family Foundation?
As of 2025, Heinemann-wallace Family Foundation holds $33K in total assets with $2K in annual revenue. It awarded 4 grants totaling $20K in 2025.
Where does Heinemann-wallace Family Foundation operate?
Heinemann-wallace Family Foundation has awarded grants in Connecticut, Florida, Illinois, Rhode Island.
What size grants does Heinemann-wallace Family Foundation award?
In 2025, Heinemann-wallace Family Foundation awarded 4 grants totaling $20K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Heinemann-wallace Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Heinemann-wallace Family Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Heinemann-wallace Family Foundation's EIN?
Heinemann-wallace Family Foundation's EIN (Employer Identification Number) is 05-0609142. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.