Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 30-0914351

WILLIAM J AND BONNIE L HEFNER FOUNDATION INC

Tax-exempt · FORT WAYNE, IN 46804

Financials

$750K$1.7M2023$1.6M$2.7M2024$2M$1.7M2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM J AND BONNIE L HEFNER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,966,017$1,709,816$256,201$21,163,704$307,873$20,855,831
December 31, 2024990-PF$1,554,580$2,734,786-$1,180,206$20,349,512$360,969$19,988,543
December 31, 2023990-PF$749,824$1,663,345-$913,521$21,584,803$415,937$21,168,866
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$592,686
Interest
$109,015
Net gain from sales of assets
$1,264,269
Other income
$47

Expenses

Grants and similar amounts paid
$1,486,000
Disbursements for charitable purposes
$1,486,175
Excise tax on investment income
$7,545

Balance sheet and other

Total assets, start of year
$20,349,512
Total assets, end of year
$21,163,704
Total liabilities, end of year
$307,873
Net assets, end of year
$20,855,831
Fair market value of assets
$35,031,753
Qualifying distributions
$1,486,175
Net investment income
$701,889

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS J GRANT
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
TREASURER0$0
ROBERT DOELLING
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
CO-TRUSTEE0$0
AIMEE MYERS
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
EXECUTIVE DI0$0
ANGELA GRANT
585 E SPEAR RD, COLUMBIA CITY, IN 46725
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
AIMEE MYERS
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
EXECUTIVE DI0$64,590
THOMAS J GRANT
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
TREASURER0$0
ROBERT DOELLING
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
CO-TRUSTEE0$0
ANGELA GRANT
585 E SPEAR RD, COLUMBIA CITY, IN 46725
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
AIMEE MYERS
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
EXECUTIVE DI0$64,000
THOMAS J GRANT
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
CO-TRUSTEE0$0
ROBERT DOELLING
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804
CO-TRUSTEE0$0
ANGELA GRANT
585 E SPEAR RD, COLUMBIA CITY, IN 46725
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
3015 EMERALD LAKE DR, FORT WAYNE, IN 46804-2407
Signed the 990-PF
THOMAS J GRANT, TREASURER
Phone
(260) 493-4493
Return prepared by
LCPA GROUP LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-0914351
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$21,163,704
Income (IRS master file)
$6,803,062

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,966,017$1,709,816$21,163,704XML
990-PFDecember 2024$1,554,580$2,734,786$20,349,512IRS
990-PFDecember 2023$749,824$1,663,345$21,584,803XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0914351).

Questions about WILLIAM J AND BONNIE L HEFNER FOUNDATION INC

What is the EIN of WILLIAM J AND BONNIE L HEFNER FOUNDATION INC?
The employer identification number (EIN) of WILLIAM J AND BONNIE L HEFNER FOUNDATION INC is 30-0914351.
Is WILLIAM J AND BONNIE L HEFNER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to WILLIAM J AND BONNIE L HEFNER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM J AND BONNIE L HEFNER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM J AND BONNIE L HEFNER FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM J AND BONNIE L HEFNER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WILLIAM J AND BONNIE L HEFNER FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WILLIAM J AND BONNIE L HEFNER FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,966,017, expenses of $1,709,816 and total assets of $21,163,704 at year end.

Other nonprofits in FORT WAYNE

All nonprofits in FORT WAYNE · Indiana · Philanthropy, voluntarism and grantmaking foundations