The William & Anne Tierney Charitab

Private foundation · Grantmaker Homosassa, FL EIN: 04-6773043

The William & Anne Tierney Charitab is a private foundation, based in Homosassa, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $96K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $2K.

Key facts about The William & Anne Tierney Charitab

In short: The William & Anne Tierney Charitab gave $13K across 3 grants in 2024 (avg $4K), mostly in Florida. Source: 2024 IRS Form 990-PF.

EIN
04-6773043
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$13,128
Grants made (2024)
3
Average grant
$4,376
Median grant
$4,000
Total assets
$95,840
Primary geography
Florida (50% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$96K

-10.8% YoY

Annual Giving

$13K

+0.3% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$4K

+33.7% YoY

Under IRS private-foundation payout rules, The William & Anne Tierney Charitab reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

How The William & Anne Tierney Charitab gives

  • Giving held roughly steady from 2021 to 2024 (+17%). Method
  • In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

3states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

FraminghamBostonPalm Beach GardensWestwoodAustinNeedhamSouth Grafton

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K3 grants2020 4 grants2021 4 grants2022 4 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $11K (2020) to $14K (2022). In 2024 it made 3 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Freedom from Addiction Foundation: $7KFreedom from AddictionFoundation$7KSeal Legacy Foundation: $4KSeal Legacy Foundation$4KDoug Flutie Foundation for Autism: $3KDoug Flutie Foundation forAutism$3K

The largest 2024 recipient was Freedom from Addiction Foundation ($7K). Together the top 3 received $13K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Freedom from Addiction Foundation Palm Beach Gardens, FLTo Support General Fund$6,564
Seal Legacy Foundation Austin, TXTo Support General Fund$4,000
Doug Flutie Foundation for Autism Framingham, MATo Support General Fund$2,564

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$95,840$107,394$109,127
Revenue$4,056$13,659$2,395
Expenses$15,610$15,392$16,430
Qualifying Distributions$13,128$13,091$14,166
Net Investment Income$2,471$2,931$2,502
Distributable Amount$14,416$12,916$13,487

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The William & Anne Tierney Charitab is led by Sheila Heatter, Trustee on the 2024 filing — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Sheila Heatter

    Trustee

    New on the 2024 filing

    No compensation reported

Former officers (1)
  • Former: Justin Heatter (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2024. "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 William & Anne Tierney Charitab

How much does The William & Anne Tierney Charitab give each year?

The William & Anne Tierney Charitab gave $13K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $13K across 4 grants.

What is The William & Anne Tierney Charitab's typical grant size?

The William & Anne Tierney Charitab's median grant in 2024 was $4,000, and its average grant was $4,376, across 3 grants on its 2024 IRS Form 990-PF.

Where does The William & Anne Tierney Charitab give grants?

The William & Anne Tierney Charitab gives mostly in Florida: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Texas (30%) and Massachusetts (20%).

Does The William & Anne Tierney Charitab give general operating support?

Yes: 100% of The William & Anne Tierney Charitab's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is The William & Anne Tierney Charitab?

The William & Anne Tierney Charitab reported $96K in total assets on its 2024 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The William & Anne Tierney Charitab's EIN?

The William & Anne Tierney Charitab's EIN (Employer Identification Number) is 04-6773043. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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