Samuel S Heffner and Missouri S Heffner

ORLANDO, FL EIN: 23-7984483

Samuel S Heffner and Missouri S Heffner is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $184K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$184K

-1.8% YoY

Annual Giving

$10K

+1.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+1.0% YoY

Under IRS private-foundation payout rules, Samuel S Heffner and Missouri S Heffner reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Samuel S Heffner and Missouri S Heffner

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $47K (100%)

States

Pennsylvania

Cities

Womelsdorf

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$184,357	$187,666	$203,064
Revenue	$11,908	$-3,741	$1,720
Expenses	$15,212	$11,649	$12,315
Qualifying Distributions	$12,459	$10,652	$10,751
Net Investment Income	$9,177	$3,508	$3,370
Distributable Amount	$10,623	$9,753	$10,222

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bethany Childrens Home ($9,729).

Recipient	Purpose	Amount
BETHANY CHILDRENS HOME WOMELSDORF, PA	GENERAL OPERATING	$9,729

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	2	$5,329

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Samuel S Heffner and Missouri S Heffner?

Samuel S Heffner and Missouri S Heffner is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $184K in total assets as of 2024.

How large is Samuel S Heffner and Missouri S Heffner?

As of 2024, Samuel S Heffner and Missouri S Heffner holds $184K in total assets with $12K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Samuel S Heffner and Missouri S Heffner operate?

Samuel S Heffner and Missouri S Heffner has awarded grants in Pennsylvania.

What size grants does Samuel S Heffner and Missouri S Heffner award?

In 2024, Samuel S Heffner and Missouri S Heffner awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Samuel S Heffner and Missouri S Heffner required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel S Heffner and Missouri S Heffner reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Samuel S Heffner and Missouri S Heffner's EIN?

Samuel S Heffner and Missouri S Heffner's EIN (Employer Identification Number) is 23-7984483. IRS Form 990 filing data is available on this page for 2020–2024.