Samuel S Heffner and Missouri S Heffner
Samuel S Heffner and Missouri S Heffner is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $182K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $11K.
Samuel S Heffner and Missouri S Heffner at a glance
In short: Samuel S Heffner and Missouri S Heffner gave $10K across 1 grant in 2025 (avg $10K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,961
- +2.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $9,961
- +2.4% vs 2024
- Median grant
- $9,961
- Total assets
- $182,024
- -1.3% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Samuel S Heffner and Missouri S Heffner funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Bethany Childrens Home ($10K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Samuel S Heffner and Missouri S Heffner gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 117% of 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 2025, annual grant giving ranged from $9K (2020) to $10K (2025). In 2025 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethany Childrens Home Womelsdorf, PA | General Operating | $9,961 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $182,024 | $13,253 | $15,557 | $9,961 | 1 | $12,671 | $10,538 | $10,848 |
| 2024 | $184,357 | $11,908 | $15,212 | $9,729 | 1 | $12,459 | $9,177 | $10,623 |
| 2023 | $187,666 | $-3,741 | $11,649 | $9,632 | 1 | $10,652 | $3,508 | $9,753 |
| 2022 | $203,064 | $1,720 | $12,315 | $9,632 | 1 | $10,751 | $3,370 | $10,222 |
| 2021 | $213,276 | $31,670 | $12,621 | $9,306 | 1 | $10,556 | $30,399 | $11,272 |
| 2020 | $194,531 | $31,428 | $11,043 | $8,943 | 1 | — | $30,333 | $9,372 |
Under IRS private-foundation payout rules, Samuel S Heffner and Missouri S Heffner reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Samuel S Heffner and Missouri S Heffner's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
2 hrs/week
$2K (2021) → $5K (2025)
Former officers (1)
- Former: Branch Banking AND Trust Company (2020) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Truist Bank (Trustee).
Frequently asked questions about Samuel S Heffner and Missouri S Heffner
How much does Samuel S Heffner and Missouri S Heffner give each year?
Samuel S Heffner and Missouri S Heffner gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.
How large is Samuel S Heffner and Missouri S Heffner?
Samuel S Heffner and Missouri S Heffner reported $182K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
Where does Samuel S Heffner and Missouri S Heffner operate?
Samuel S Heffner and Missouri S Heffner has awarded grants in Pennsylvania.
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 2020–2025.
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 April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Samuel S Heffner and Missouri S Heffner funds
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Bethany Home, inc. Operates a twenty-four hour residential care facility for youth in womelsdorf. Bethany springs, is a single member limited liability company with Bethany Home, inc. As its sole member, with all financial activity included with Bethany Home, inc. Bethany Home is a related entity to bethany children's home, inc. As a result of their financial interrelationship and common management.
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Samuel S Heffner and Missouri S Heffner's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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