Joann Heffernan Heisen Family Foundation

Private foundation · Grantmaker Parsippany, NJ EIN: 26-6678210

Joann Heffernan Heisen Family Foundation is a private foundation, based in Parsippany, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $245K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $25K.

Key facts about Joann Heffernan Heisen Family Foundation

In short: Joann Heffernan Heisen Family Foundation gave $10K across 1 grant in 2025 (avg $10K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.

EIN
26-6678210
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
1
Average grant
$10,000
Median grant
$10,000
Total assets
$244,508
Primary geography
New Jersey (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$245K

+3.3% YoY

Annual Giving

$10K

-60.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

-60.0% YoY

Under IRS private-foundation payout rules, Joann Heffernan Heisen Family Foundation reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

How Joann Heffernan Heisen Family Foundation gives

  • Giving fell 50% from 2022 to 2025. Method
  • In 2025 it paid out 57% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of the 2025 grant dollars on its one itemized grant.

Cities

SarasotaMountainhomePrincetonEwing TownshipIndianapolisIrvineLongboat KeyPlainsboroRandolph

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K7 grants2020 3 grants2021 2 grants2022 4 grants2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $10K (2025) to $45K (2021). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Trinity Episcopal Church: $10KTrinity Episcopal Church$10K

The largest 2025 recipient was Trinity Episcopal Church ($10K).

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 11 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trinity Episcopal Church Princeton, NJGeneral$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$244,508$236,604$237,442
Revenue$21,313$27,763$32,891
Expenses$13,409$28,601$44,102
Qualifying Distributions$11,500$26,500$42,500
Net Investment Income$24,561$36,352$43,260
Distributable Amount$20,223$18,381$20,567

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 19, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 24, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 5, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Joann Heffernan Heisen Family Foundation is led by Joann Heffernan Heisen, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Joann Heffernan Heisen

    President

    On filings since 2020

    No compensation reported

  • Courtney L. Heisen

    Trustee

    On filings since 2020

    No compensation reported

  • Cynthia A. Loveless

    Trustee

    On filings since 2024

    No compensation reported

  • Philip J. Siana

    Secretary & Treasurer

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Cynthia A. Heisen (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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 Joann Heffernan Heisen Family Foundation

How much does Joann Heffernan Heisen Family Foundation give each year?

Joann Heffernan Heisen Family Foundation gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.

How large is Joann Heffernan Heisen Family Foundation?

Joann Heffernan Heisen Family Foundation reported $245K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Joann Heffernan Heisen Family Foundation operate?

Joann Heffernan Heisen Family Foundation has awarded grants in California, Florida, Indiana, New Jersey, Pennsylvania.

What is Joann Heffernan Heisen Family Foundation's EIN?

Joann Heffernan Heisen Family Foundation's EIN (Employer Identification Number) is 26-6678210. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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