Heron Oaks Foundation
- Assets
- $379.1k
- Revenue
- $18.6k
- Investments
- $346.2k
- Employees
- 0
- Location
- Cincinnati, OH
- Founding
- 08/1999
- Data as of
- 12/2022
- EIN
- 38-3482525
Organization Overview
Heron Oaks Foundation is located in Cincinnati, OH. The organization was established in 1999. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Heron Oaks Foundation 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 12/2022, Heron Oaks Foundation generated $18.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (45.3%) each year. All expenses for the organization totaled $38.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Benjamin H Maynard Treasurer | 1 | $0 | |
Elizabeth M Lund Secretary | 1 | $0 | |
Kierstein Dekorne Co-Trustee | 1 | $0 | |
Sten E Karlstrom Member | 1 | $0 | |
John P Maynard Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $11,215 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $7,351 |
| Capital Gain Net Income | $7,351 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $18,566 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $296 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $6,194 |
| Contributions, gifts, grants paid | $32,000 |
| Total expenses and disbursements | $38,194 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | $15,240 |
| 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 | $257,423 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $17,575 |
| Total assets | $379,051 |
| 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, Heron Oaks Foundation has awarded $32,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
MINDS MATTER PURPOSE: PROJECT/PROGRAM SUPPORT | $6,400 |
KEEP GROWING DETROIT PURPOSE: PROJECT/PROGRAM SUPPORT | $6,400 |
COMMUNITY PASSAGEWAYS PURPOSE: PROJECT/PROGRAM SUPPORT | $3,400 |
KREWE OF RED BEANS PURPOSE: GENERAL OPERATING SUPPORT | $6,400 |
BLACK GIRL HOCKEY CLUB (BGHC) PURPOSE: PROJECT/PROGRAM SUPPORT | $6,400 |
LITTLE BIT THERAPEUTIC RIDING CENTER PURPOSE: PROJECT/PROGRAM SUPPORT | $3,000 |