The Heffer Family Foundation Inc

Foundation · Grantmaker Naples, FL EIN: 13-3989464

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

12states

Share of all 1 itemized 2025 grant dollars.

Cities

New YorkNaplesChappaquaBronxPoughkeepsieAllentownMount KiscoPhiladelphiaChicagoGreenwichPittsburghStaten IslandArlington HtsMcLeanPleasantvilleWashingtonBrooklynCoral GablesElmsfordHarrisburg

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K54 grants201930 grants202032 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

See Schedule Attached: $171KSee Schedule Attached$171K

Grant Size Distribution

36 grants across all recorded years

30<$50K1$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SEE SCHEDULE ATTACHED See Schedule Attached, NYGENERAL PURPOSE$171,291

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019202020212022202320242025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS July 31, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 9, 2026)
  3. 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.

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