Kelly Heflin Foundation Charitable Tr
Kelly Heflin Foundation Charitable Tr is a private foundation, based in Bryn Mawr, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3K in total assets.
Kelly Heflin Foundation Charitable Tr at a glance
- Total assets
- $3,197
- +0.0% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kelly Heflin Foundation Charitable Tr funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 8 grants of 9 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Kelly Heflin Foundation Charitable Tr gives
- Giving grew 429% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 2024, annual grant giving ranged from $7K (2022) to $79K (2024). In 2024 it made 1 grant totaling $79K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FSU Foundation Inc Frostburg, MD | scholarship for students in need affected by cancer | $79,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $3,197 | — | — | — | — | — | $157 |
| 2024 | $3,197 | $250 | $79,400 | $79,400 | 1 | $79,400 | $157 |
| 2023 | $82,347 | — | $9,636 | $9,636 | 2 | $9,636 | $4,293 |
| 2022 | $91,983 | $400 | $7,460 | $7,460 | 3 | $98,844 | $4,733 |
| 2021 | $99,043 | $600 | $15,000 | $15,000 | 3 | $114,043 | $5,418 |
| 2020 | $113,024 | $3,430 | $26,277 | $26,250 | 4 | — | $5,910 |
Under IRS private-foundation payout rules, Kelly Heflin Foundation Charitable Tr reported a distributable amount of $157 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kelly Heflin Foundation Charitable Tr's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gregory T. Heflin
Trustee
On filings since 2020
1 hr/week
No compensation reported
Lisa McGinnity
Trustee
On filings since 2020
1 hr/week
No compensation reported
Sheri Page
Trustee
On filings since 2020
1 hr/week
No compensation reported
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 Kelly Heflin Foundation Charitable Tr
How large is Kelly Heflin Foundation Charitable Tr?
Kelly Heflin Foundation Charitable Tr reported $3K in total assets on its 2025 IRS Form 990-PF.
Where does Kelly Heflin Foundation Charitable Tr operate?
Kelly Heflin Foundation Charitable Tr has awarded grants in Maryland, North Carolina, New Jersey, Pennsylvania.
How much is Kelly Heflin Foundation Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Kelly Heflin Foundation Charitable Tr reported a distributable amount of $157 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kelly Heflin Foundation Charitable Tr's EIN?
Kelly Heflin Foundation Charitable Tr's EIN (Employer Identification Number) is 45-6182252. 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 May 30, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 18, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Kelly Heflin Foundation Charitable Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Kelly Heflin Foundation Charitable Tr's focus areas in our free grants database
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