Susan B Hepner Family Foundation

WASHINGTON, DC EIN: 52-1608120

Susan B Hepner Family Foundation is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $326K in total assets. In 2024, it awarded 3 grants totaling $3K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$326K

+2.1% YoY

Annual Giving

$3K

-65.8% YoY

Grant Count

3

-66.7% YoY

Avg Grant Size

$1K

+2.6% YoY

Under IRS private-foundation payout rules, Susan B Hepner Family Foundation reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Susan B Hepner Family Foundation

Based on IRS filings

Susan B Hepner Family Foundation is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $326K in total assets. In 2024, it awarded 3 grants totaling $3K. Net investment income was $11K.

Ready to take the next step with Susan B Hepner Family Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AuburnBergenfieldFriday HarborMemphisNew YorkNew York CityNorth BethesdaOceansidePotomacRye BrookWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$9K$13K$17K20202021202220232024
Metric202420232022
Total Assets$325,675$318,949$317,057
Revenue$12,097$11,337$-14,200
Expenses$5,371$9,445$9,281
Qualifying Distributions$3,200$9,360$7,600
Net Investment Income$11,181$11,411$6,112
Distributable Amount$14,265$13,570$13,763

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K3 grants20204 grants20216 grants20229 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

JEWISH NATIONAL FUND$2KJAFFA INSTITUTE$900PINE TREE SOCIETY$500

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish National Fund ($1,800), Jaffa Institute ($900), Pine Tree Society ($500).

RecipientPurposeAmount
PINE TREE SOCIETY AUBURN, MEGENERAL FUND$500
JEWISH NATIONAL FUND NEW YORK, NYGENERAL FUND$1,800
JAFFA INSTITUTE BERGENFIELD, NJGENERAL FUND$900

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SUSAN B HEPNERTRUSTEE
JORDAN HEPNERTRUSTEE
LEE HEPNERTRUSTEE

Frequently Asked Questions

How large is Susan B Hepner Family Foundation?

As of 2024, Susan B Hepner Family Foundation holds $326K in total assets with $12K in annual revenue. It awarded 3 grants totaling $3K in 2024.

Where does Susan B Hepner Family Foundation operate?

Susan B Hepner Family Foundation has awarded grants in California, District of Columbia, Maryland, Maine, New Jersey, New York, Tennessee, Washington.

What size grants does Susan B Hepner Family Foundation award?

In 2024, Susan B Hepner Family Foundation awarded 3 grants totaling $3K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Susan B Hepner Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Susan B Hepner Family Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Susan B Hepner Family Foundation's EIN?

Susan B Hepner Family Foundation's EIN (Employer Identification Number) is 52-1608120. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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