Bernice Heffernan Family Foundation

Newport Beach, CA
Tax-exempt since June 2001
EIN: 33-0954861

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Revenue

$23.9k (2025)

Expenses

$112k (2025)

Total Assets

$0 (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Revenue

$23,909

Expenses

$112,367

Net Income

-$88,458

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$23,909	100%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,545	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
John Heffernan (Director)	$0	$0
Patrick Heffernan (Director)	$0	$0
Robert Heffernan (Director)	$0	$0

990-PF

Filed on Jan. 29, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2024

Revenue

$61,866

Expenses

$219,574

Net Income

-$157,708

Net Assets

$88,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$912	1.5%
Dividends	$4,930	8.0%
Sales of Assets	$55,996	90.5%
Other Income	$28	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,647	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$88,458
Total Liabilities	$0
Net Assets	$88,458

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$35,479

Expenses

$172,094

Net Income

-$136,615

Net Assets

$246,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$950	2.7%
Dividends	$10,103	28.5%
Sales of Assets	$24,401	68.8%
Other Income	$25	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,287	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$246,166
Total Liabilities	$0
Net Assets	$246,166

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on July 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$62,854

Expenses

$141,068

Net Income

-$78,214

Net Assets

$382,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$287	0.5%
Dividends	$12,265	19.5%
Sales of Assets	$49,991	79.5%
Other Income	$311	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,612	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$382,781
Total Liabilities	$0
Net Assets	$382,781

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on Aug. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$69,051

Expenses

$148,626

Net Income

-$79,575

Net Assets

$460,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85	0.1%
Dividends	$15,144	21.9%
Sales of Assets	$53,816	77.9%
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,734	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$460,995
Total Liabilities	$0
Net Assets	$460,995

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on Sept. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$28,605

Expenses

$173,342

Net Income

-$144,737

Net Assets

$540,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$325	1.1%
Dividends	$22,814	79.8%
Sales of Assets	$5,466	19.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,713	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,570
Total Liabilities	$1
Net Assets	$540,569

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on May 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$83,081

Expenses

$173,244

Net Income

-$90,163

Net Assets

$684,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$459	0.6%
Dividends	$23,190	27.9%
Sales of Assets	$59,378	71.5%
Other Income	$54	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,675	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$684,307
Total Liabilities	$1
Net Assets	$684,306

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$140,464

Expenses

$180,998

Net Income

-$40,534

Net Assets

$774,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$361	0.3%
Dividends	$23,212	16.5%
Sales of Assets	$116,830	83.2%
Other Income	$61	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,672	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$774,470
Total Liabilities	$0
Net Assets	$774,470

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$112,585

Expenses

$181,252

Net Income

-$68,667

Net Assets

$815,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$248	0.2%
Dividends	$25,817	22.9%
Sales of Assets	$86,502	76.8%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,474	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$815,004
Total Liabilities	$0
Net Assets	$815,004

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Sec, Dir)	$0	$0
Patrick J Heffernan (Treas, Dir)	$0	$0
Robert E Heffernan (Vp, Dir)	$0	$0

990-PF

Filed on July 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$107,019

Expenses

$198,899

Net Income

-$91,880

Net Assets

$883,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$213	0.2%
Dividends	$26,519	24.8%
Sales of Assets	$80,287	75.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,449	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$883,671
Total Liabilities	$0
Net Assets	$883,671

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Dir / Sec)	$0	$0
Patrick J Heffernan (Dir / Treas)	$0	$0
Robert E Heffernan (Vp / Dir)	$0	$0

990-PF

Filed on Aug. 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$122,093

Expenses

$169,939

Net Income

-$47,846

Net Assets

$975,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72	0.1%
Dividends	$30,080	24.6%
Sales of Assets	$91,941	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,170	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$975,551
Total Liabilities	$0
Net Assets	$975,551

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Dir / Sec)	$0	$0
Patrick J Heffernan (Dir / Treas)	$0	$0
Robert E Heffernan (Vp / Dir)	$0	$0
Thomas A Heffernan (Pres / Dir)	$0	$0

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990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$136,171

Expenses

$175,773

Net Income

-$39,602

Net Assets

$1,023,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78	0.1%
Dividends	$41,671	30.6%
Sales of Assets	$94,422	69.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,407	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,023,397
Total Liabilities	$0
Net Assets	$1,023,397

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Dir / Sec)	$0	$0
Patrick J Heffernan (Dir / Treas)	$0	$0
Robert E Heffernan (Vp / Dir)	$0	$0
Thomas A Heffernan (Pres / Dir)	$0	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$154,868

Expenses

$128,158

Net Income

$26,710

Net Assets

$1,062,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$362	0.2%
Dividends	$32,777	21.2%
Sales of Assets	$121,688	78.6%
Other Income	$41	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,110	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,062,999
Total Liabilities	$0
Net Assets	$1,062,999

Compensation

Key Employees and Officers	Compensation	Other
John B Heffernan (Dir / Sec)	$0	$0
Patrick J Heffernan (Dir / Treas)	$0	$0
Robert E Heffernan (Vp / Dir)	$0	$0
Thomas A Heffernan (Pres / Dir)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$55,517

Expenses

$86,612

Net Income

-$31,095

Net Assets

$1,036,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,175	67.0%
Sales of Assets	$18,342	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,811	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,036,289
Total Liabilities	$1
Net Assets	$1,036,288

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$55,016

Expenses

$100,942

Net Income

-$45,926

Net Assets

$1,067,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,365	62.5%
Sales of Assets	$20,651	37.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,960	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,067,384
Total Liabilities	$0
Net Assets	$1,067,384

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

Bernice Heffernan Family Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $23.9k (2025)

Expenses $112k (2025)

Total Assets $0 (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$23.9k (2025)

Expenses

$112k (2025)

Total Assets

$0 (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001