The Bernice Heffernan Family Foundation
The Bernice Heffernan Family Foundation is a private foundation, based in Newport Beach, CA. IRS filing data is available from 2019 through 2025. In 2025, it awarded 5 grants totaling $106K. Net investment income was $17K.
The Bernice Heffernan Family Foundation at a glance
In short: The Bernice Heffernan Family Foundation gave $106K across 5 grants in 2025 (avg $21K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $105,545
- -49.7% vs 2024
- Grants made (2025)
- 5
- -68.8% vs 2024
- Average grant
- $21,109
- +60.8% vs 2024
- Median grant
- $10,000
- Primary geography
- Oregon (57% 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 The Bernice Heffernan Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Our Lady of the Lake Parish ($56K). Together the top 5 received $106K.
Grant Size Distribution
96 grants across all recorded years
The most common grant size was under $50K: 94 grants of 96 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How The Bernice Heffernan Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2024 it paid out well above 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 2019 to 2025, annual grant giving ranged from $106K (2025) to $210K (2024). In 2025 it made 5 grants totaling $106K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Our Lady of the Lake Parish Lake Oswego, OR | General & Unrestricted | $55,545 |
| Sacred Heart School Red Bluff, CA | General & Unrestricted | $25,000 |
| Sacred Heart Retreat Apostolate Santa Ana, CA | General & Unrestricted | $10,000 |
| Verbum DEI High School Los Angeles, CA | General & Unrestricted | $10,000 |
| University of Portland Portland, OR | General & Unrestricted | $5,000 |
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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 | — | $23,909 | $112,367 | $105,545 | 5 | $105,545 | $17,087 | — |
| 2024 | $88,458 | $61,866 | $219,574 | $209,995 | 16 | $217,647 | $60,339 | $9,462 |
| 2023 | $246,166 | $35,479 | $172,094 | $160,000 | 24 | $168,287 | $32,572 | $19,525 |
| 2022 | $382,781 | $62,854 | $141,068 | $128,305 | 25 | $136,612 | $58,883 | $26,388 |
| 2021 | $460,995 | $69,051 | $148,626 | $135,000 | 26 | $143,734 | $64,259 | $32,755 |
| 2020 | $540,570 | $28,605 | $173,342 | $158,700 | 32 | — | $23,476 | $36,693 |
| 2019 | $684,307 | $83,081 | $173,244 | $156,100 | 35 | — | $76,606 | $42,757 |
Leadership & Key People
Officers and directors from IRS filings
The Bernice Heffernan Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
John B Heffernan
Director
Secretary & Director → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Patrick J Heffernan
Director
Treasurer & Director → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Robert E Heffernan
Director
Vice President & Director → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Bernice Heffernan Family Foundation
How much does The Bernice Heffernan Family Foundation give each year?
The Bernice Heffernan Family Foundation gave $106K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $210K across 16 grants.
What is The Bernice Heffernan Family Foundation's typical grant size?
The Bernice Heffernan Family Foundation's median grant in 2025 was $10,000, and its average grant was $21,109, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Bernice Heffernan Family Foundation give grants?
The Bernice Heffernan Family Foundation gives mostly in Oregon: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (43%).
Does The Bernice Heffernan Family Foundation give general operating support?
Yes: 100% of The Bernice Heffernan Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Bernice Heffernan Family Foundation's largest grantees?
The Bernice Heffernan Family Foundation's largest 2025 grantees include Our Lady of the Lake Parish ($55,545), Sacred Heart School ($25,000) and Sacred Heart Retreat Apostolate ($10,000), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.
What is The Bernice Heffernan Family Foundation's EIN?
The Bernice Heffernan Family Foundation's EIN (Employer Identification Number) is 33-0954861. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 29, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work The Bernice Heffernan Family Foundation funds
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