The Heffner Fund - IR
The Heffner Fund - IR is a private foundation, based in GROVE CITY, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 1 grants totaling $171K. Net investment income was $182K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
+5.5% YoY
Annual Giving
$171K
+11.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$171K
+11.0% YoY
Under IRS private-foundation payout rules, The Heffner Fund - IR reported a distributable amount of $164K for 2024 — the minimum it must pay out in qualifying distributions.
About The Heffner Fund - IR
Based on IRS filings
The Heffner Fund - IR is a private foundation, based in GROVE CITY, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 1 grants totaling $171K. Net investment income was $182K.
Ready to take the next step with The Heffner Fund - IR?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,924,774 | $2,773,144 | $2,806,157 |
| Revenue | $330,485 | $156,711 | $142,414 |
| Expenses | $189,738 | $167,594 | $163,766 |
| Qualifying Distributions | $189,738 | $167,594 | $146,000 |
| Net Investment Income | $181,747 | $148,651 | $94,648 |
| Distributable Amount | $164,389 | $142,568 | $141,806 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See attached ($171,000).
| Recipient | Purpose | Amount |
|---|---|---|
| See attached Grove City, OH | Charitable | $171,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William G Heffner | Trustee | 5 | — |
Frequently Asked Questions
How large is The Heffner Fund - IR?
As of 2024, The Heffner Fund - IR holds $2.9M in total assets with $330K in annual revenue. It awarded 1 grants totaling $171K in 2024.
Where does The Heffner Fund - IR operate?
The Heffner Fund - IR has awarded grants in Ohio.
What size grants does The Heffner Fund - IR award?
In 2024, The Heffner Fund - IR awarded 1 grants totaling $171K — an average of about $171K per grant, based on its IRS Form 990 filings.
How much is The Heffner Fund - IR required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Heffner Fund - IR reported a distributable amount of $164K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Heffner Fund - IR's EIN?
The Heffner Fund - IR's EIN (Employer Identification Number) is 34-6568632. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Heffner Fund - IR'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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