Private Foundation

BERNARD HEEREY FAMILY FOUNDATION

BERNARD HEEREY FAMILY FOUNDATION is a Private Foundation headquartered in CHICAGO, IL. Financial data from the 2024 filing: $6.6M revenue, $6.2M expenses, $56.3M total assets. IRS filings disclose 124 grants awarded by this foundation, totaling roughly $17.6M.

EIN: 141840613 CHICAGO, IL Latest filing: 2024

Total Revenue$6.6M

Total Expenses$6.2M

Total Assets$56.3M

Grants Given124

Grant Total$17.6M

Filing Years2020–2024

Sample Grants Given

CJE SENIOR LIFE

CHICAGO, IL · 2024

ASSISTANCE TO THE ELDERLY

$334,931

LITTLE SISTERS OF THE POOR

CHICAGO, IL · 2024

ASSISTANCE TO THE ELDERLY

$260,400

IDA CROWN JEWISH ACADEMY

SKOKIE, IL · 2024

SCHOLARSHIPS TO WORTHY STUDENTS

$241,000

THE ARK

CHICAGO, IL · 2024

ASSISTANCE TO THE ELDERLY

$240,000

IDA CROWN JEWISH ACADEMY

SKOKIE, IL · 2024

SCHOLARSHIPS TO WORTHY STUDENTS

$212,200

Showing up to 5 of 124 total records — full history available with membership.

Officers & Directors

DIRECTOR Charles E Dobrusin

SENIOR VICE PRESIDENT, ASST TREASURER Jordan A Grey

SECRETARY, TREASURER Lillian T Licheniak

DIRECTOR Martin D Kerpel

MANAGING TRUSTEE, DIRECTOR, PRESIDENT Nathaniel I Grey

VICE PRESIDENT, ASST. SECRETARY Thomas E Baltz

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS TO WORTHY STUDENTS

$9,891,016 78 grants

ASSISTANCE TO THE ELDERLY

$6,825,398 37 grants

FELLOWSHIPS TO WORTHY STUDENTS

$675,000 8 grants

FELLOWHIPS TO WORTHY STUDENTS

$200,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$6.6M	$6.2M	$56.3M
2023	$5.9M	$5.3M	$55.9M
2022	$6.2M	$6.2M	$55.4M
2021	$8.7M	$5.9M	$55.3M
2020	$8.7M	$5.4M	$52.5M

Between 2020 and 2024, reported annual revenue declined from $8.7M to $6.6M (-25%), with total assets most recently reported at $56.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IL, MI.

ILMI

Full geographic grant map with state-by-state breakdown available with membership.

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