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EIN 71-1010693

Heffernan Group Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Walnut Creek
State
California
Year formed
2007
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Heffernan Group Foundation, a family foundation in Walnut Creek, CA, funds grants and scholarships, supporting organizations like The Affordability Project.
Total revenues
$3,144,653
2023
Total expenses
$2,447,763
2023
Total assets
$8,881,384
2023
Num. employees
0
2023

Grants made by Heffernan Group Foundation

GranteeGrant descriptionAmount
The Affordability ProjectDonation$510,000
Cristo Rey San Jose Work Study CorporationDonation$40,000
Alameda County Community Food BankDonation$26,400
...and 139 more grants made totalling $1,167,010

Personnel at Heffernan Group Foundation

NameTitleCompensation
Michelle LonakerExecutive Director$134,978
Philip MortimerTreasurer$0

Financials for Heffernan Group Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$2,924,193
Investment income and dividends$220,797
Net rental income$0
Net gain from sale of non-inventory assets$-337
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,144,653

Form 990s for Heffernan Group Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-09990PFView PDF
2022-122023-09-20990PFView PDF
2021-122022-11-08990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-10990PFView PDF
...and 8 more Form 990s

Organizations like Heffernan Group Foundation

OrganizationLocationRevenue
Mathile Family FoundationDayton, OH$4,058,921
Hawn FoundationDallas, TX$2,760,358
Garden Homes Management Corporation.Stamford, CT$5,166,692
Mcelhattan FoundationPittsburgh, PA$1,418,739
The Clemens FoundationAlsea, OR$3,771,995
William Stretesky FoundationJulesburg, CO$1,015,336
George & Mary Josephine Hamman FoundationHouston, TX$5,639,254
Ed Darby FoundationTulsa, OK$1,480,502
Merancas FoundationCharlotte, NC$14,755,922
James B Chambers MemorialWheeling, WV$814,568
Data update history
August 27, 2024
Posted financials
Added Form 990PF for fiscal year 2023
August 26, 2024
Updated personnel
Identified 3 new personnel
October 26, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 26, 2023
Updated personnel
Identified 1 new personnel
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2021
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedNational levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
1350 Carlback Ave 350
Walnut Creek, CA 94596
Metro area
San Francisco-Oakland-Berkeley, CA
County
Contra Costa County, CA
Website URL
heffernanfoundation.org/ 
Phone
(925) 942-4615
IRS details
EIN
71-1010693
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
133868
FTB Entity ID
2790478
AB 488 data last updated ("as-of") date
2024-12-04
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