Bernard Heerey Family Foundation
EIN 141840613 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$14.8M
103 grants · $3.7M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$129K
typical big bets · $75K–$198K
grant size
96%
deep partner · 25/26 multi-year
repeat
$81.7M
Assets (2023)
26
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(312) 782-2610
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $3.7M | $78.9M | $8.7M | 24 |
| 2021 | $3.9M | $88.4M | $8.7M | 26 |
| 2022 | $4.1M | $76.4M | $6.2M | 26 |
| 2023 | $3.0M | $81.7M | $5.9M | 27 |
Grant Size Distribution
Based on 103 grants on record
Minimum
$22K
25th Pctl
$75K
Median
$129K
Average
$144K
75th Pctl
$198K
Maximum
$542K
Geographic Distribution
Officers & Directors
NG
Nathaniel I. Grey
2 yrs
Managing Trustee, Director, President
Leadership
JG
Jordan A. Grey
2 yrs
Senior Vice President, Assistant. Treasurer
Leadership
TB
Thomas E. Baltz
2 yrs
Vice President, Assistant. Secretary
Leadership
LL
Lillian T. Licheniak
2 yrs
Secretary, Treasurer
Leadership
CD
Charles E. Dobrusin
4+ yrs
Director
MK
Martin D. Kerpel
4+ yrs
Director
JG
Jordan A. Grey
2 yrs
Senior Vice President, Assistant. Treasurer
Leadership
TB
Thomas E. Baltz
2 yrs
Vice President, Assistant. Secretary
Leadership
NG
Nathaniel I. Grey
2 yrs
Managing Trustee, Director, President
Leadership
LL
Lillian T. Licheniak
2 yrs
Secretary, Treasurer
Leadership
CD
Charles E. Dobrusin
4+ yrs
Director
MK
Martin D. Kerpel
4+ yrs
Director
Grants Awarded (103 total)
| Purpose | ||||
|---|---|---|---|---|
| Council for Jewish Elderly | Chicago, IL | $541,809 | ASSISTANCE TO THE ELDERLY | 2022 |
| Council for Jewish Elderly | Chicago, IL | $493,000 | ASSISTANCE TO THE ELDERLY | 2021 |
| Council for Jewish Elderly | Chicago, IL | $483,000 | ASSISTANCE TO THE ELDERLY | 2020 |
| Council for Jewish Elderly | Chicago, IL | $272,496 | ASSISTANCE TO THE ELDERLY | 2023 |
| Little Sisters of the Poor | Chicago, IL | $264,960 | ASSISTANCE TO THE ELDERLY | 2022 |
| Little Sisters of the Poor | Chicago, IL | $262,080 | ASSISTANCE TO THE ELDERLY | 2021 |
| De La Salle Institute | Chicago, IL | $244,700 | SCHOLARSHIPS TO WORTHY STUDENTS | 2022 |
| IDA Crown Jewish Academy | Skokie, IL | $232,200 | SCHOLARSHIPS TO WORTHY STUDENTS | 2022 |
| IDA Crown Jewish Academy | Skokie, IL | $232,200 | SCHOLARSHIPS TO WORTHY STUDENTS | 2022 |
| IDA Crown Jewish Academy | Skokie, IL | $232,200 | SCHOLARSHIPS TO WORTHY STUDENTS | 2023 |
| IDA Crown Jewish Academy | Skokie, IL | $228,200 | SCHOLARSHIPS TO WORTHY STUDENTS | 2022 |
| IDA Crown Jewish Academy | Skokie, IL | $228,000 | SCHOLARSHIPS TO WORTHY STUDENTS | 2021 |
| IDA Crown Jewish Academy | Skokie, IL | $225,000 | SCHOLARSHIPS TO WORTHY STUDENTS | 2021 |
| IDA Crown Jewish Academy | Skokie, IL | $220,600 | SCHOLARSHIPS TO WORTHY STUDENTS | 2020 |
| The ARK | Chicago, IL | $220,000 | ASSISTANCE TO THE ELDERLY | 2022 |
| IDA Crown Jewish Academy | Skokie, IL | $220,000 | SCHOLARSHIPS TO WORTHY STUDENTS | 2020 |
| IDA Crown Jewish Academy | Skokie, IL | $220,000 | SCHOLARSHIPS TO WORTHY STUDENTS | 2020 |
| IDA Crown Jewish Academy | Skokie, IL | $220,000 | SCHOLARSHIPS TO WORTHY STUDENTS | 2021 |
| IDA Crown Jewish Academy | Skokie, IL | $212,200 | SCHOLARSHIPS TO WORTHY STUDENTS | 2023 |
| De La Salle Institute | Chicago, IL | $211,650 | SCHOLARSHIPS TO WORTHY STUDENTS | 2023 |
| Little Sisters of the Poor | Chicago, IL | $201,600 | ASSISTANCE TO THE ELDERLY | 2023 |
| Little Sisters of the Poor | Chicago, IL | $200,000 | ASSISTANCE TO THE ELDERLY | 2020 |
| University of Chicago Law School | Chicago, IL | $200,000 | FELLOWHIPS TO WORTHY STUDENTS | 2020 |
| University of Chicago Law School | Chicago, IL | $200,000 | FELLOWSHIPS TO WORTHY STUDENTS | 2021 |
| The ARK | Chicago, IL | $200,000 | ASSISTANCE TO THE ELDERLY | 2023 |
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