Joseph a & Clara S Heim Foundation 230002

Private foundation · Grantmaker Williamsport, PA EIN: 23-2528851

Joseph a & Clara S Heim Foundation 230002 is a private foundation, based in Williamsport, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $363K in total assets. In 2025, it awarded 4 grants totaling $18K. Net investment income was $14K.

Key facts about Joseph a & Clara S Heim Foundation 230002

In short: Joseph a & Clara S Heim Foundation 230002 gave $18K across 4 grants in 2025 (avg $5K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
23-2528851
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$18,060
Grants made (2025)
4
Average grant
$4,515
Median grant
$5,490
Total assets
$362,880
Primary geography
Pennsylvania (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

$363K

-1.4% YoY

Annual Giving

$18K

+0.6% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$5K

-24.5% YoY

Under IRS private-foundation payout rules, Joseph a & Clara S Heim Foundation 230002 reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

How Joseph a & Clara S Heim Foundation 230002 gives

  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). 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

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

MontoursvilleYork

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K6 grants2019 2 grants2020 3 grants2021 4 grants2022 4 grants2023 3 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $17K (2022) to $22K (2019). In 2025 it made 4 grants totaling $18K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Konkle Memorial Library: $6KKonkle Memorial Library$6KMontoursville Fire Dept: $6KMontoursville Fire Dept$6KMontoursville Area High School: $5KMontoursville Area High School$5KMontoursville Borough: $1KMontoursville Borough$1K

The largest 2025 recipient was Konkle Memorial Library ($6K). Together the top 4 received $18K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Konkle Memorial Library Montoursville, PASupport of Operations$5,980
Montoursville Fire Dept Montoursville, PAGeneral Operations Expense$5,980
Montoursville Area High School Montoursville, PAScholarship Awards$5,000
Montoursville Borough Montoursville, PASmoke Alarm Program$1,100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$362,880$367,993$373,924
Revenue$16,471$15,385$9,650
Expenses$21,583$21,256$21,222
Qualifying Distributions$18,376$18,266$18,325
Net Investment Income$13,623$12,811$10,065
Distributable Amount$17,931$17,950$17,727

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)

Leadership & Key People

Officers and directors from IRS filings

Joseph a & Clara S Heim Foundation 230002's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Mary Ann Webster

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Richard W. Dewald

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Joseph a & Clara S Heim Foundation 230002

How much does Joseph a & Clara S Heim Foundation 230002 give each year?

Joseph a & Clara S Heim Foundation 230002 gave $18K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 3 grants.

What is Joseph a & Clara S Heim Foundation 230002's typical grant size?

Joseph a & Clara S Heim Foundation 230002's median grant in 2025 was $5,490, and its average grant was $4,515, across 4 grants on its 2025 IRS Form 990-PF.

Where does Joseph a & Clara S Heim Foundation 230002 give grants?

Joseph a & Clara S Heim Foundation 230002 gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Montoursville, PA (4 grants).

Does Joseph a & Clara S Heim Foundation 230002 give general operating support?

Yes: 25% of Joseph a & Clara S Heim Foundation 230002's 2025 grants with a stated purpose (1 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Joseph a & Clara S Heim Foundation 230002?

Joseph a & Clara S Heim Foundation 230002 reported $363K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).

What is Joseph a & Clara S Heim Foundation 230002's EIN?

Joseph a & Clara S Heim Foundation 230002's EIN (Employer Identification Number) is 23-2528851. IRS Form 990 filing data is available on this page for 2019–2025.

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

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