Joann Heffernan Heisen Family Foundation
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.
Joann Heffernan Heisen Family Foundation at a glance
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.
- Annual giving (2025)
- $10,000
- -60.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $10,000
- -60.0% vs 2024
- Median grant
- $10,000
- Total assets
- $244,508
- +3.3% vs 2024
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joann Heffernan Heisen Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Trinity Episcopal Church ($10K).
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $10K (2025) to $45K (2021). In 2025 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Episcopal Church Princeton, NJ | General | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $244,508 | $21,313 | $13,409 | $10,000 | 1 | $11,500 | $24,561 | $20,223 |
| 2024 | $236,604 | $27,763 | $28,601 | $25,000 | 1 | $26,500 | $36,352 | $18,381 |
| 2023 | $237,442 | $32,891 | $44,102 | $41,000 | 4 | $42,500 | $43,260 | $20,567 |
| 2022 | $248,653 | $35,000 | $26,000 | $20,000 | 2 | $23,000 | $43,869 | $23,100 |
| 2021 | $239,653 | $11,575 | $47,258 | $45,133 | 3 | — | $11,575 | $22,902 |
| 2020 | $259,995 | $43,166 | $41,407 | $40,806 | 7 | — | $63,937 | $21,261 |
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.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Joann Heffernan Heisen Family Foundation funds
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