Funder DirectoryThe Bernice Heffernan Family Foundation
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Private foundation (trust)EIN 330954861Est. 2001-06

The Bernice Heffernan Family Foundation

Wilmington, DE 198091377

Total Assets

$309K

FY 2023

Annual Giving

$160K

FY 2023

Grants Made

24

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$2K–$20K

Typical

Deadlines

Applications

Focus Areas

Corporate Foundations

Financial Snapshot

2023 filing

Total Revenue

$35K

Total Expenses

$172K

Qualifying Distributions

$168K

Distributable Amount

$20K

Min. Investment Return

$20K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $2K through median $5K to maximum $20K, 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 $160K in 2023. Hover bars for details.

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

Top Recipients

144 grants

OUR LADY OF THE LAKE CHURCH
$101K
6 grants
JESUIT HIGH SCHOOL
$55K
6 grants
OUTSIDE IN
$40K
6 grants
MATER DEI HIGH SCHOOL ROMAN CATHOLIC BISHOP OF ORA
$40K
4 grants
SACRED HEART SCHOOL
$38K
5 grants
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
$30K
6 grants
SACRED HEART RETREAT APOSTOLATE
$30K
3 grants
CATHOLIC CHARITIES OF ORANGE COUNTY
$30K
6 grants

Grant Size Distribution

144 grants

<$10K
135
grants
$10–50K
9
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

California
$359K
48% of total
Oregon
$331K
45% of total
New York
$25K
3% of total
Massachusetts
$12K
2% of total
Indiana
$10K
1% of total
Washington
$5K
1% of total

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The Bernice Heffernan Family Foundation — Grants, Financials & Contact | Grantivo