Joseph & Clara Heim Foundation

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.

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 $96K (100%)

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

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 include Montoursville Area High School ($10,649), Konkle Memorial Library ($3,650), Montoursville Fire Dept ($3,650).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 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.