Funder DirectoryHeilmeier-Jarvie Family Foundation
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Private foundation (trust)EIN 812027766Est. 2016-06

Heilmeier-Jarvie Family Foundation

Plano, TX 75093

Total Assets

$8.1M

FY 2023

Annual Giving

$121K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$24K

FY 2023

Grant Range

$1K–$95K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$932K

Total Expenses

$122K

Qualifying Distributions

$121K

Distributable Amount

$354K

Min. Investment Return

$367K

Payout rate 34%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.34%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $1K through median $10K to maximum $95K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $395K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

32 grants

The Storehouse of Collin County
$242K
4 grants
Baylor University
$200K
2 grants
ST ANDREWS UNITED METHODIST CHURCH
$200K
1 grant
Alzheimer's Association
$100K
6 grants
Prestonwood Pregnancy Center
$84K
3 grants
King's Academy of Dallas
$60K
2 grants
Family Legacy
$28K
3 grants
e3 Partners
$25K
1 grant

Grant Size Distribution

32 grants

<$10K
19
grants
$10–50K
7
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Texas
$885K
91% of total
Illinois
$75K
8% of total
Tennessee
$6K
1% of total
Florida
$3K
0% of total
Pennsylvania
$1K
0% of total

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Heilmeier-Jarvie Family Foundation — Grants, Financials & Contact | Grantivo