Heilmeier-Jarvie Family Foundation Inc
- Assets
- $8.1m
- Revenue
- $932.3k
- Investments
- $6.9m
- Employees
- 0
- Location
- Plano, TX
- Founding
- 06/2016
- Data as of
- 12/2023
- EIN
- 81-2027766
Organization Overview
Heilmeier-Jarvie Family Foundation Inc is located in Plano, TX. The organization was established in 2016. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heilmeier-Jarvie Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Heilmeier-Jarvie Family Foundation Inc generated $932.3k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 66.6% each year . All expenses for the organization totaled $122.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Heilmeier-Jarvie Family Foundation Inc has awarded 32 individual grants totaling $969,972. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elizabeth Jarvie Pres/trea/secr | 0.5 | $0 | |
Janet Heilmeier Vice President | 0.5 | $0 | |
Steven Jarvie Director | 0.25 | $0 | |
Megan Jarvie Paulk Director | 0.25 | $0 | |
Michael Jarvie Director | 0.25 | $0 | |
Ashley Jarvie Director | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6,883 |
| Dividends & Interest | $217,033 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $708,371 |
| Capital Gain Net Income | $689,832 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $932,287 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $1,250 |
| Contributions, gifts, grants paid | $121,000 |
| Total expenses and disbursements | $122,250 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,255,642 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $6,862,933 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $8,118,575 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Heilmeier-Jarvie Family Foundation Inc has awarded $121,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
ALZHEIMER'S ASSOCIATION PURPOSE: SUPPORT OF THE DALLAS GALA | $10,000 |
THE STOREHOUSE OF COLLIN COUNTY PURPOSE: SUPPORT THE MISSIONS OF THE STOREHOUSE | $95,000 |
BIBLE STUDY FELLOWSHIP PURPOSE: SUPPORT THE MISSIONS OF BIBLE STUDY FELLOWSHIP | $5,000 |
CHRISTIAN THINKERS SOCIETY PURPOSE: SUPPORT THE MISSIONS OF CHRISTIAN THINKERS | $10,000 |
3 TO 1 FOUNDATION PURPOSE: SUPPORT THE MISSIONS OF 3 TO 1 FOUNDATION | $1,000 |