Lenore B & Frank M Heffernan Family Foundation Inc
LENORE B & FRANK M HEFFERNAN is a private foundation based in Ross, California. Its 2024 filing reports 10 grants totaling $453,000, all to California recipients, including organizations in religious, educational, and healthcare categories.
Key facts about Lenore B & Frank M Heffernan Family Foundation Inc
In short: Lenore B & Frank M Heffernan Family Foundation Inc gave $453K across 10 grants in 2024 (avg $45K), mostly in California. Source: 2024 IRS Form 990-PF.
- EIN
- 27-3960915
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $453,000
- Grants made (2024)
- 10
- Average grant
- $45,300
- Median grant
- $23,500
- Total assets
- $371,204
- Primary geography
- California (100% of itemized 2024 grant dollars)
- How to apply
- Submit a written narrative to the foundation. Full details ↓
- Deadline
- June 30
Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$371K
-10.5% YoY
Annual Giving
$453K
+79.6% YoY
Grant Count
10
-23.1% YoY
Avg Grant Size
$45K
+133.5% YoY
Under IRS private-foundation payout rules, Lenore B & Frank M Heffernan Family Foundation Inc reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.
How Lenore B & Frank M Heffernan Family Foundation Inc gives
- 60% of 2024 grantees were also funded in 2023. Method
- Giving grew 192% from 2021 to 2024. Method
- In 2024 it paid out 636% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Grantmaking
In 2024, the foundation gave $453,000 through 10 grants. Grant amounts ranged from $1,000 to $250,000, with a median grant of $23,500. Its largest grants were $250,000 to ICA Cristo Rey Academy, $50,000 to Marin Health Foundation, and $50,000 to Order of Malta Clinic of Northern California. Other grants included $25,000 to Catholic Charities SF, $25,000 to Santa Clara University, and $22,000 to Dominican Sisters Vision of Hope.
The filing states that giving is not restricted to preselected organizations. Applicants are instructed to submit a written narrative; award restrictions are determined case by case.
Review Cycle
June 30
How to Apply
Submit a written narrative to the foundation. Award restrictions are determined case by case.
Ready to take the next step with Lenore B & Frank M Heffernan Family Foundation Inc?
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in California. Listed recipients include organizations in San Francisco, Greenbrae, Oakland, Santa Clara, Walnut Creek, and Hacienda Heights.
Grant Distribution by State
Share of 2024 grant dollars across all 10 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $155K (2021) to $456K (2022). In 2024 it made 10 grants totaling $453K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was ICA Cristo Rey Academy ($250K). Together the top 10 received $453K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 33 grants of 41 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ICA Cristo Rey Academy San Francisco, CA | Religious | $250,000 |
| Marin Health Foundation Greenbrae, CA | Healthcare | $50,000 |
| Order of Malta Clinic of Northern California Oakland, CA | Educational | $50,000 |
| Catholic Charities SF San Francisco, CA | Religious | $25,000 |
| Santa Clara University Santa Clara, CA | Educational | $25,000 |
| Dominican Sisters Vision of Hope Oakland, CA | Religious | $22,000 |
| Heffernan Foundation Walnut Creek, CA | Educational | $15,000 |
| St Vincent De Paul Society of San Francisco San Francisco, CA | Religious | $10,000 |
| Fine Arts Museums Foundation San Francisco, CA | Educational | $5,000 |
| St John Vianney Church Hacienda Heights, CA | Religious | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $371,204 | $417,096 | $460,834 | $453,000 |
| 2023 | $414,942 | $216,665 | $259,825 | $252,205 |
| 2022 | $458,102 | $208,198 | $462,320 | $455,500 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $371,204 | $414,942 | $458,102 |
| Revenue | $417,096 | $216,665 | $208,198 |
| Expenses | $460,834 | $259,825 | $462,320 |
| Qualifying Distributions | $441,610 | $259,070 | $459,075 |
| Net Investment Income | $5,842 | $8,290 | — |
| Distributable Amount | $69,422 | $58,545 | $63,443 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 27, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 19, 2022)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lenore B Heffernan as president, Ann Marie Heffernan as secretary, and F Michael Heffernan III and John Warren Heffernan as directors.
Lenore B & Frank M Heffernan Family Foundation Inc is led by Lenore B. Heffernan, President on every filing since 2019; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lenore B. Heffernan
President
On filings since 2019
1 hr/week
No compensation reported
F. Michael Heffernan III
Director
On filings since 2019
0.1 hrs/week
No compensation reported
John Warren Heffernan
Director
On filings since 2019
0.1 hrs/week
No compensation reported
Ann Marie Heffernan
Secretary
On filings since 2019
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Heffernan Family Foundation Lenore
Mailing address: PO Box 1742, Ross, CA 94957
Phone: (415) 453-2073
Email: fmh@marinmail.com
Frequently asked questions about Lenore B & Frank M Heffernan Family Foundation Inc
How much does Lenore B & Frank M Heffernan Family Foundation Inc give each year?
Lenore B & Frank M Heffernan Family Foundation Inc gave $453K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $252K across 13 grants.
What is Lenore B & Frank M Heffernan Family Foundation Inc's typical grant size?
Lenore B & Frank M Heffernan Family Foundation Inc's median grant in 2024 was $23,500, and its average grant was $45,300, across 10 grants on its 2024 IRS Form 990-PF.
Where does Lenore B & Frank M Heffernan Family Foundation Inc give grants?
Lenore B & Frank M Heffernan Family Foundation Inc gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (4 grants) and Oakland, CA (2 grants).
Does Lenore B & Frank M Heffernan Family Foundation Inc give general operating support?
Not in 2024: none of the 10 grants with a stated purpose on Lenore B & Frank M Heffernan Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Religious" (5 grants) and "Educational" (4 grants).
Who are Lenore B & Frank M Heffernan Family Foundation Inc's largest grantees?
Lenore B & Frank M Heffernan Family Foundation Inc's largest 2024 grantees include ICA Cristo Rey Academy ($250,000), Marin Health Foundation ($50,000) and Order of Malta Clinic of Northern California ($50,000), according to its 2024 IRS Form 990-PF. Together they received 77% of its itemized 2024 grant dollars.
How large is Lenore B & Frank M Heffernan Family Foundation Inc?
Lenore B & Frank M Heffernan Family Foundation Inc reported $371K in total assets on its 2024 IRS Form 990-PF. It paid out $442K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets).
How do I apply for a grant from Lenore B & Frank M Heffernan Family Foundation Inc?
Submit a written narrative to the foundation. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lenore B & Frank M Heffernan Family Foundation Inc's EIN?
Lenore B & Frank M Heffernan Family Foundation Inc's EIN (Employer Identification Number) is 27-3960915. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Lenore B & Frank M Heffernan Family Foundation Inc by hand.
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