//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Ardell & Jean Heine Family Trust is a private trust based in PARK CITY, UT. The foundation received its IRS ruling in 2018. The principal officer is James C Heine. It holds total assets of $369K. Annual income is reported at $200K. Total assets have grown from N/A in 2019 to $193K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Ardell & Jean Heine Family Trust has made 8 grants totaling $256K, with a median grant of $10K. Annual giving has grown from $7K in 2021 to $31K in 2023. Grantmaking activity was highest in 2022 with $218K distributed across 4 grants. Individual grants have ranged from $7K to $99K, with an average award of $32K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Texas and Missouri. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ardell & Jean Heine Family Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in TX, MO.
Ardell & Jean Heine Family Trust has distributed a total of $256K across 8 grants. The median grant size is $10K, with an average of $32K. Individual grants have ranged from $7K to $99K.
Ardell & Jean Heine Family Trust typically selects its grantees rather than accepting unsolicited proposals.
Ardell & Jean Heine Family Trust is headquartered in PARK CITY, UT. While based in UT, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James Heine | DIRECTOR | $0 | $0 | N/A |
| Norma Heine | DIRECTOR | $0 | $0 | N/A |
| William Russell Walker | TRUSTEE | $0 | $0 | N/A |
Total Giving
$31K
Total Assets
$193K
Fair Market Value
$193K
Net Worth
$193K
Grants Paid
$31K
Contributions
$100K
Net Investment Income
N/A
Distribution Amount
$5K
Total Grants
8
Total Giving
$256K
Average Grant
$32K
Median Grant
$10K
Unique Recipients
3
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Ambrose Catholic ChurchGENERAL TITHE FUND | Houston, TX | $11K | 2023 |
| St Peter The Apostle Catholic ChurchGENERAL TITHE FUND | Boerne, TX | $10K | 2023 |
| St Louis University High SchoolGENERAL TITHE FUND | St Louis, MO | $10K | 2023 |
SALT LAKE CTY, UT
SANDY, UT
SALT LAKE CTY, UT