The Heffer Family Foundation Inc
The Heffer Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $171K. Net investment income was $109K.
Key facts about The Heffer Family Foundation Inc
In short: The Heffer Family Foundation Inc gave $171K across 1 grant in 2025 (avg $171K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 13-3989464
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $171,291
- Grants made (2025)
- 1
- Average grant
- $171,291
- Median grant
- $171,291
- Total assets
- $1,106,877
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.1M
-5.2% YoY
Annual Giving
$171K
+27.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$171K
+27.1% YoY
Under IRS private-foundation payout rules, The Heffer Family Foundation Inc reported a distributable amount of $97K for 2025 — the minimum it must pay out in qualifying distributions.
How The Heffer Family Foundation Inc gives
- Giving fell 27% from 2022 to 2025. Method
- In 2025 it paid out 180% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SEE SCHEDULE ATTACHED See Schedule Attached, NY | GENERAL PURPOSE | $171,291 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,106,877 | $1,167,344 | $1,179,073 |
| Revenue | $270,022 | $223,393 | $246,418 |
| Expenses | $187,160 | $148,567 | $275,136 |
| Qualifying Distributions | $173,741 | $137,278 | $263,395 |
| Net Investment Income | $109,319 | $111,455 | $136,281 |
| Distributable Amount | $96,684 | $90,456 | $78,651 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 31, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 9, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Heffer Family Foundation Inc's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alison Heffer
Trustee
On filings since 2019
1 hr/week
No compensation reported
Barbara Heffer
Trustee
On filings since 2019
1 hr/week
No compensation reported
Douglas Heffer
Trustee
On filings since 2019
1 hr/week
No compensation reported
John Heffer
Trustee
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 Heffer Family Foundation Inc
How much does The Heffer Family Foundation Inc give each year?
The Heffer Family Foundation Inc gave $171K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 1 grant.
How large is The Heffer Family Foundation Inc?
The Heffer Family Foundation Inc reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $174K in qualifying distributions that year, against a required minimum of $97K (roughly 5% of its investment assets).
What is The Heffer Family Foundation Inc?
The Heffer Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. It holds $1.1M in total assets as of 2025.
Where does The Heffer Family Foundation Inc operate?
The Heffer Family Foundation Inc has awarded grants in Arkansas, Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Michigan, New Jersey, New York, Pennsylvania, Virginia.
What is The Heffer Family Foundation Inc's EIN?
The Heffer Family Foundation Inc's EIN (Employer Identification Number) is 13-3989464. 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.
Here's the math on researching The Heffer Family Foundation Inc by hand.
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