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Bernice Heffernan Family Foundation is a private corporation based in NEWPORT BEACH, CA. The foundation received its IRS ruling in 2001. The principal officer is John B Heffernan Law Co. It holds total assets of $88K. Annual income is reported at $232K. Total assets have decreased from $1.1M in 2011 to $246K 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 2016 to 2023. The foundation primarily funds organizations in California and Oregon. According to available records, Bernice Heffernan Family Foundation has made 100 grants totaling $552K, with a median grant of $5K. The foundation has distributed between $135K and $257K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $257K distributed across 50 grants. Individual grants have ranged from $1K to $20K, with an average award of $6K. The foundation has supported 39 unique organizations. The foundation primarily supports organizations in California, Oregon, New York, which account for 95% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$3K
Average Grant
$5K
Largest Grant
$25K
Based on 32 grants from the most recent 990-PF filing.
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.
Bernice Heffernan Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 100 grants. Its grantmaking reaches organizations primarily in CA, OR, NY.
Bernice Heffernan Family Foundation has distributed a total of $552K across 100 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $1K to $20K.
Bernice Heffernan Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bernice Heffernan Family Foundation is headquartered in NEWPORT BEACH, CA. While based in CA, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John B Heffernan | Sec, Dir | $0 | $0 | N/A |
| Patrick J Heffernan | Treas, Dir | $0 | $0 | N/A |
| Robert E Heffernan | VP, Dir | $0 | $0 | N/A |
Total Giving
$172K
Total Assets
$246K
Fair Market Value
$309K
Net Worth
$246K
Grants Paid
$160K
Contributions
N/A
Net Investment Income
$33K
Distribution Amount
$20K
Total: $219K
Total Grants
100
Total Giving
$552K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
39
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Our Lady Of The Lake ChurchGeneral & Unrestricted | Lake Oswego, OR | $20K | 2023 |
| Jesuit High SchoolFinancial Aid & Scholarship Fund | Portland, OR | $10K | 2023 |
| Orange Catholic FoundationSt. Joseph's Catholic School Scholarship Fund | Garden Grove, CA | $10K | 2023 |
| Sacred Heart Retreat ApostolateCharitable Event | Chatsworth, CA | $10K | 2023 |
| Verbum Dei High School2023 HEFFERNAN LEADERSIP AND CHRISTIAN SERVICE awards | Los Angeles, CA | $10K | 2023 |
| Sacred Heart SchoolTuition support fund | Red Bluff, CA | $10K | 2023 |
| University Of Notre DameDAN & ANNE CROSSEN GRANT | Notre Dame, IN | $10K | 2023 |
| Second Harvest Food Bank Of Orange County IncGeneral & Unrestricted | Irvine, CA | $5K | 2023 |
| Catholic Charities Of Orange CountyGeneral & Unrestricted | Garden Grove, CA | $5K | 2023 |
| De La Salle North Catholic High SchoolGeneral & Unrestricted | Portland, OR | $5K | 2023 |
| National Bleeding Disorders FoundationJudith Pool Research Fund | New York, NY | $5K | 2023 |
| Crane Elementary SchoolPTO | Crane, OR | $5K | 2023 |
| Poor And The Homeless Tehama County CoalitionGeneral & Unrestricted | Red Bluff, CA | $5K | 2023 |
| Lifenet Family Resource And Pregnancy Center Of TeGeneral & Unrestricted | Red Bluff, CA | $5K | 2023 |
| St Anne SchoolGeneral & Unrestricted | Santa Ana, CA | $5K | 2023 |
| Pastor Of Sacred Heart Parish - Red Bluff A CorporFor tuition support for Sacred Heart School Scholarship fund | Red Bluff, CA | $5K | 2023 |
| Outside InEducation Resource Center and the Needle Service and Harm Reduction program funds | Portland, OR | $5K | 2023 |
| Abbey Of New ClairvauxLong term care fund | Vina, CA | $5K | 2023 |
| Cathedral High SchoolThomas Jackson memorial scholarship fund | Los Angeles, CA | $5K | 2023 |
| Stanford UniversityBuck/Cardinal Club- Athletic Scholarship fund | Stanford, CA | $3K | 2023 |
| Homes For Our Troops IncGeneral & Unrestricted | Taunton, MA | $3K | 2023 |
| Northwest Catholic Counseling CenterGeneral & Unrestricted | Portland, OR | $3K | 2023 |
| Oregon Food Bank IncGeneral & Unrestricted | Portland, OR | $2K | 2023 |
| Mercy Foundation NorthSt. Elizabeth Community Hospital, Red Bluff for Maternity/Infant Security System | Redding, CA | $10K | 2022 |
| The National Hemophilia FoundationJudith Pool Scholarship Fund for Coagulation Disorder Research | New York, NY | $5K | 2022 |
| Mater Dei High School Roman Catholic Bishop Of OraGeneral & Unrestricted | Santa Ana, CA | $5K | 2022 |
| Mercy Corpsfunds for physical needs of Ukrainian refugees | Seattle, WA | $5K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA