The Bernice Heffernan Family Foundation
The Bernice Heffernan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $88K in total assets. In 2024, it awarded 16 grants totaling $210K. Net investment income was $60K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$88K
-64.1% YoY
Annual Giving
$210K
+31.2% YoY
Grant Count
16
-33.3% YoY
Avg Grant Size
$13K
+96.9% YoY
Under IRS private-foundation payout rules, The Bernice Heffernan Family Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bernice Heffernan Family Foundation
Based on IRS filings
The Bernice Heffernan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $88K in total assets. In 2024, it awarded 16 grants totaling $210K. Net investment income was $60K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $88,458 | $246,166 | $382,781 |
| Revenue | $61,866 | $35,479 | $62,854 |
| Expenses | $219,574 | $172,094 | $141,068 |
| Qualifying Distributions | $217,647 | $168,287 | $136,612 |
| Net Investment Income | $60,339 | $32,572 | $58,883 |
| Distributable Amount | $9,462 | $19,525 | $26,388 |
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
123 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Verbum Dei Jesuit High School ($85,000), Our Lady of the Lake Church ($25,000), Our Lady of the Lake Church ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABBEY OF NEW CLAIRVAUX VINA, CA | New senior wing | $10,000 |
| BLANCHET HOUSE OF HOSPITALITY PORTLAND, OR | General & Unrestricted | $5,000 |
| BUTTE COUNTY FIREFIGHTERS BURN AND BENEVOLENT FUND OROVILLE, CA | General & Unrestricted | $2,500 |
| CATHOLIC CHARITIES OF ORANGE COUNTY GARDEN GROVE, CA | Catholic Charities Auxiliary of Orange County | $5,000 |
| CORPORATION OF GONZAGA UNIVERSITY SPOKANE, WA | General & Unrestricted | $10,000 |
| FRIENDS OF THE CHILDREN - NATIONAL OFFICE PORTLAND, OR | Charitable Event | $5,000 |
| JESUIT HIGH SCHOOL PORTLAND, OR | General & Unrestricted | $10,000 |
| LIFENET FAMILY RESOURCE AND PREGNANCY CENTER OF TE RED BLUFF, CA | General & Unrestricted | $5,000 |
| MERCY FOUNDATION NORTH REDDING, CA | St. Elizabeth Hospital Hospice | $2,500 |
| OUR LADY OF THE LAKE CHURCH LAKE OSWEGO, OR | General & Unrestricted | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John B Heffernan | Sec, Dir | 1 | — |
| Patrick J Heffernan | Treas, Dir | 1 | — |
| Robert E Heffernan | VP, Dir | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bernice Heffernan Family Foundation?
The Bernice Heffernan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $88K in total assets as of 2024.
How large is The Bernice Heffernan Family Foundation?
As of 2024, The Bernice Heffernan Family Foundation holds $88K in total assets with $62K in annual revenue. It awarded 16 grants totaling $210K in 2024.
Where does The Bernice Heffernan Family Foundation operate?
The Bernice Heffernan Family Foundation has awarded grants in California, Indiana, Massachusetts, New York, Oregon, Washington.
What size grants does The Bernice Heffernan Family Foundation award?
In 2024, The Bernice Heffernan Family Foundation awarded 16 grants totaling $210K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Bernice Heffernan Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bernice Heffernan Family Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Bernice Heffernan Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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