The Bernice Heffernan Family Foundation
EIN 330954861 Private FoundationAbout
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $160,000. This amount represents 25% or more of the Foundation's net assets of $444,878 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $176K | $1.1M | $107K | 39 |
| 2017 | $159K | $1.1M | $113K | 32 |
| 2018 | $160K | $857K | $140K | 37 |
| 2020 | $159K | $681K | $29K | 32 |
| 2022 | $128K | $445K | $63K | 25 |
| 2023 | $160K | $309K | $35K | 24 |
Grant Size Distribution
Based on 189 grants on record
Geographic Distribution
Texas Counties Served
Top 1 counties
- 1 Bexar
Officers & Directors
Grants Awarded (189 total)
| Purpose | ||||
|---|---|---|---|---|
| Mater Dei High School Roman Catholic Bishop of Ora | Santa Ana, CA | $25,000 | GENERAL SCHOLARSHIP FUND | 2020 |
| Our Lady of the Lake Church | Lake Oswego, OR | $20,000 | OLL Capital Campaign | 2018 |
| Our Lady of the Lake Church | Lake Oswego, OR | $20,000 | General & Unrestricted | 2020 |
| Our Lady of the Lake Church | Lake Oswego, OR | $20,000 | General & Unrestricted | 2022 |
| Our Lady of the Lake Church | Lake Oswego, OR | $20,000 | General & Unrestricted | 2023 |
| Corporation of Gonzaga University | Spokane, WA | $20,000 | General & Unrestricted | 2016 |
| Corporation of Gonzaga University | Spokane, WA | $20,000 | General & Unrestricted | 2017 |
| Catholic Charities of Orange County | Santa Ana, CA | $17,500 | U.S. CITIZEN PROCESSING - APPLICATION FEES and GRANT Programs | 2016 |
| De La Salle North Catholic High School | Portland, OR | $15,005 | General & Unrestricted | 2016 |
| Friends of the Children-Portland | Portland, OR | $15,000 | General & Unrestricted | 2018 |
| Pastor of Sacred Heart Parish - Red Bluff a Corpor | Red Bluff, CA | $14,000 | Sacred Heart Parish Endowment Fund | 2018 |
| Verbum Dei High School | Los Angeles, CA | $10,000 | 2018 HEFFERNAN leadership and Christian Service Awards | 2018 |
| Jesuit High School | Portland, OR | $10,000 | General & Unrestricted | 2020 |
| Outside in | Portland, OR | $10,000 | medical care fund | 2020 |
| Outside in | Portland, OR | $10,000 | Employment and Education Resource Center | 2020 |
| Cathedral High School | Los Angeles, CA | $10,000 | Thomas Jackson Endowment Fund | 2022 |
| Jesuit High School | Portland, OR | $10,000 | General & Unrestricted | 2022 |
| Mercy Foundation North | Redding, CA | $10,000 | St. Elizabeth Community Hospital, Red Bluff for Maternity/Infant Security System | 2022 |
| Sacred Heart Retreat Apostolate | Chatsworth, CA | $10,000 | Charitable Event | 2022 |
| Jesuit High School | Portland, OR | $10,000 | Financial Aid & Scholarship Fund | 2023 |
| Jesuit High School | Portland, OR | $10,000 | Deserving Students Scholarship Fund | 2023 |
| Orange Catholic Foundation | Garden Grove, CA | $10,000 | St. Joseph's Catholic School Scholarship Fund | 2023 |
| Sacred Heart Retreat Apostolate | Chatsworth, CA | $10,000 | Charitable Event | 2023 |
| Sacred Heart School | Red Bluff, CA | $10,000 | Tuition support fund | 2023 |
| University of Notre Dame | Notre Dame, IN | $10,000 | DAN & ANNE CROSSEN GRANT | 2023 |
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