Lenore B & Frank M Heffernan
Lenore B & Frank M Heffernan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROSS, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $371K in total assets. In 2024, it awarded 10 grants totaling $453K. Net investment income was $6K.
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 reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.
About Lenore B & Frank M Heffernan
Based on IRS filings
Lenore B & Frank M Heffernan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROSS, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $371K in total assets. In 2024, it awarded 10 grants totaling $453K. Net investment income was $6K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ica Cristo Rey Academy ($250,000), Marin Health Foundation ($50,000), Order of Malta Clinic of Northern California ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CATHOLIC CHARITIES SF SAN FRANCISCO, CA | RELIGIOUS | $25,000 |
| DOMINICAN SISTERS VISION OF HOPE OAKLAND, CA | RELIGIOUS | $22,000 |
| MARIN HEALTH FOUNDATION GREENBRAE, CA | HEALTHCARE | $50,000 |
| ORDER OF MALTA CLINIC OF NORTHERN CALIFORNIA OAKLAND, CA | EDUCATIONAL | $50,000 |
| SANTA CLARA UNIVERSITY SANTA CLARA, CA | EDUCATIONAL | $25,000 |
| ST VINCENT DE PAUL SOCIETY OF SAN FRANCISCO SAN FRANCISCO, CA | RELIGIOUS | $10,000 |
| ICA CRISTO REY ACADEMY SAN FRANCISCO, CA | RELIGIOUS | $250,000 |
| FINE ARTS MUSEUMS FOUNDATION SAN FRANCISCO, CA | EDUCATIONAL | $5,000 |
| ST JOHN VIANNEY CHURCH HACIENDA HEIGHTS, CA | RELIGIOUS | $1,000 |
| HEFFERNAN FOUNDATION WALNUT CREEK, CA | EDUCATIONAL | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LENORE B HEFFERNAN | PRESIDENT | 1 | — |
| ANN MARIE HEFFERNAN | SECRETARY | 0.1 | — |
| F MICHAEL HEFFERNAN III | DIRECTOR | 0.1 | — |
| JOHN WARREN HEFFERNAN | DIRECTOR | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lenore B & Frank M Heffernan?
Lenore B & Frank M Heffernan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROSS, CA. It holds $371K in total assets as of 2024.
How large is Lenore B & Frank M Heffernan?
As of 2024, Lenore B & Frank M Heffernan holds $371K in total assets with $417K in annual revenue. It awarded 10 grants totaling $453K in 2024.
Where does Lenore B & Frank M Heffernan operate?
Lenore B & Frank M Heffernan has awarded grants in California.
What size grants does Lenore B & Frank M Heffernan award?
In 2024, Lenore B & Frank M Heffernan awarded 10 grants totaling $453K — an average of about $45K per grant, based on its IRS Form 990 filings.
How much is Lenore B & Frank M Heffernan required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lenore B & Frank M Heffernan reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lenore B & Frank M Heffernan's EIN?
Lenore B & Frank M Heffernan's EIN (Employer Identification Number) is 27-3960915. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.