Heinemann-Wallace Family Foundation

Foundation · Grantmaker West Hartford, CT EIN: 05-0609142

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.

Key facts about Heinemann-Wallace Family Foundation

EIN: 05-0609142
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $20,000
Grants made (2025): 4
Average grant: $5,000
Median grant: $2,000
Total assets: $33,254
Primary geography: Florida (90% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Heinemann-Wallace Family Foundation funds

By grant dollars, the top recipient states for Heinemann-Wallace Family Foundation's 4 itemized 2025 grants were Florida (90%), Rhode Island (5%) and Connecticut (5%). The most frequent recipient cities were Jupiter, FL (2 grants). 100% of grants with a stated purpose were for general or operating support.

How Heinemann-Wallace Family Foundation gives

Giving grew 133% from 2022 to 2025. Method
In 2025 it paid out 975% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Heinemann-Wallace Family Foundation

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$33K

-38.5% YoY

Annual Giving

$20K

+73.9% YoY

Grant Count

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $18K (90%)

Rhode Island $1K (5%)

Connecticut $1K (5%)

Share of all 4 itemized 2025 grant dollars.

States

Connecticut Florida Illinois Rhode Island

Cities

JupiterHartfordProvidenceChicagoTequesta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2021–2025

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 recipients include Maltz Jupiter Theatre ($15,000), Loxahatchee Club Educational Foundation Inc ($3,000), Brown University Alumni Assocation ($1,000).

Recipient	Purpose	Amount
MALTZ JUPITER THEATRE Jupiter, FL	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$15,000
LOXAHATCHEE CLUB EDUCATIONAL FOUNDATION INC Jupiter, FL	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$3,000
BROWN UNIVERSITY ALUMNI ASSOCATION Providence, RI	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$1,000
THE HARTFORD SYMPHONY Hartford, CT	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS 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

Philanthropy, Voluntarism & Grantmaking

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.