Joseph & Clara Heim Foundation

Foundation · Grantmaker Williamsport, PA EIN: 23-2528851

Joseph & Clara Heim Foundation is a private foundation, based in Williamsport, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $368K in total assets. In 2024, it awarded 3 grants totaling $18K. Net investment income was $13K.

Key facts about Joseph & Clara Heim Foundation

EIN: 23-2528851
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $17,949
Grants made (2024): 3
Average grant: $5,983
Median grant: $3,650
Total assets: $367,993
Primary geography: Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Joseph & Clara Heim Foundation funds

By grant dollars, the top recipient states for Joseph & Clara Heim Foundation's 3 itemized 2024 grants were Pennsylvania (100%). The most frequent recipient cities were Montoursville, PA (3 grants). 33% of grants with a stated purpose were for general or operating support.

How Joseph & Clara Heim Foundation gives

Giving held roughly steady from 2021 to 2024 (−15%). Method
In 2024 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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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$368K

-1.6% YoY

Annual Giving

$18K

-0.3% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$6K

+32.9% YoY

Under IRS private-foundation payout rules, Joseph & Clara Heim Foundation reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph & Clara Heim Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $18K (100%)

Share of all 3 itemized 2024 grant dollars.

States

Pennsylvania

Cities

MontoursvilleYork

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$367,993	$373,924	$385,553
Revenue	$15,385	$9,650	$7,989
Expenses	$21,256	$21,222	$20,657
Qualifying Distributions	$18,266	$18,325	$17,685
Net Investment Income	$12,811	$10,065	$5,477
Distributable Amount	$17,950	$17,727	$18,879

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Montoursville Area High School ($10,649), Konkle Memorial Library ($3,650), Montoursville Fire Dept ($3,650).

Recipient	Purpose	Amount
MONTOURSVILLE AREA HIGH SCHOOL Montoursville, PA	SCHOLARSHIP AWARDS	$10,649
KONKLE MEMORIAL LIBRARY Montoursville, PA	SUPPORT OF OPERATIONS	$3,650
MONTOURSVILLE FIRE DEPT Montoursville, PA	GENERAL OPERATIONS EXPENSE	$3,650

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Richard W Dewald	Trustee	1	—
Mary Ann Webster	Trustee	1	—

Frequently Asked Questions

How large is Joseph & Clara Heim Foundation?

As of 2024, Joseph & Clara Heim Foundation holds $368K in total assets with $15K in annual revenue. It awarded 3 grants totaling $18K in 2024.

Where does Joseph & Clara Heim Foundation operate?

Joseph & Clara Heim Foundation has awarded grants in Pennsylvania.

What size grants does Joseph & Clara Heim Foundation award?

In 2024, Joseph & Clara Heim Foundation awarded 3 grants totaling $18K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Joseph & Clara Heim Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph & Clara Heim Foundation reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph & Clara Heim Foundation's EIN?

Joseph & Clara Heim Foundation's EIN (Employer Identification Number) is 23-2528851. IRS Form 990 filing data is available on this page for 2020–2024.