The Heartstone Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Heartstone Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-6197750
Foundation Overview
Based in Brookline, MA, The Heartstone Foundation has awarded 29 grants totaling $10,373,539 to organizations in Massachusetts, Ohio and 1 other state, plus international recipients. Individual grants range from $85,000 to $812,736, with a median award of $250,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
8 of 8 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
66% of grants are awarded in Massachusetts, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Brookline (32%), Newton (21%), Chestnut Hill (16%).
Funding Trajectory
Moderate 49% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Dual focus on education (63%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Heartstone Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Temple Ohabhei Shalom | $212,503 | Brookline, MA, US | General Charitable Support | 2024 |
| Concord Academy | $100,000 | Concord, MA, US | General Charitable Support | 2024 |
| The Bement School | $85,000 | Deerfield, MA, US | General Charitable Support | 2024 |
| Fidelity Charitable | $737,216 | Cincinnati, OH, US | General Charitable Support | 2024 |
| Temple Ohabhei Shalom | $212,503 | Brookline, MA, US | General Charitable Support | 2024 |
| Concord Academy | $100,000 | Concord, MA, US | General Charitable Support | 2024 |
| The Bement School | $85,000 | Deerfield, MA, US | General Charitable Support | 2024 |
| Fidelity Charitable | $737,216 | Cincinnati, OH, US | General Charitable Support | 2024 |
| Friends Of United Hatzalah | $500,000 | New York, NY, US | General Charitable Support | 2023 |
| Magen David Adom | $500,000 | Or Yehuda, Foreign, IS | General Charitable Support | 2023 |
| The Fessenden School | $100,000 | Newton, MA, US | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students | 2022 |
| The Chestnut Hill School | $100,000 | Chestnut Hill, MA, US | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students | 2022 |
| Fidelity Charitable Fund | $760,000 | Cincinnati, OH, US | The Funds Held By The Fidelity Charitable Fund Are Intended To Be Distributed To Organizations That Are Organized And Operated Exclusively For Religious, Charitable, Scientific, Literary, Or Educational Purposes. | 2022 |
| The Fessenden School | $100,000 | Newton, MA, US | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students | 2022 |
| The Chestnut Hill School | $100,000 | Chestnut Hill, MA, US | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students | 2022 |
| Fidelity Charitable Fund | $760,000 | Cincinnati, OH, US | The Funds Held By The Fidelity Charitable Fund Are Intended To Be Distributed To Organizations That Are Organized And Operated Exclusively For Religious, Charitable, Scientific, Literary, Or Educational Purposes. | 2022 |
| The Fessenden School | $100,000 | Newton, MA, US | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students | 2022 |
| The Chestnut Hill School | $100,000 | Chestnut Hill, MA, US | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students | 2022 |
| Fidelity Charitable Fund | $760,000 | Cincinnati, OH, US | The Funds Held By The Fidelity Charitable Fund Are Intended To Be Distributed To Organizations That Are Organized And Operated Exclusively For Religious, Charitable, Scientific, Literary, Or Educational Purposes. | 2022 |
| The Fessenden School | $100,000 | Newton, MA, US | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students | 2021 |
| Fidelity Charitable Fund | $725,000 | Cincinnati, OH, US | The Funds Held By The Fidelity Charitable Fund Are Intended To Be Distributed To Organizations That Are Organized And Operated Exclusively For Religious, Charitable, Scientific, Literary, Or Educational Purposes. | 2021 |
| Facing History And Ourselves | $250,000 | Brookline, MA, US | Combat Racism, Antisemitism And Prejudices Through Education Programs | 2020 |
| Fidelity Charitable Fund | $545,000 | Cincinnati, OH, US | The Funds Held By The Fidelity Charitable Fund Are Intended To Be Distributed To Organizations That Are Organized And Operated Exclusively For Religious, Charitable, Scientific, Literary, Or Educational Purposes. | 2020 |
| Facing History And Ourselves | $250,000 | Brookline, MA, US | Combat Racism, Antisemitism And Prejudices Through Education Programs | 2018 |
| Children's Hospital | $812,736 | Boston, MA, US | Delivering Advanced Pediatric Care For Critically Ill Children And Those From Low-income Families. | 2018 |
| Facing History And Ourselves | $250,000 | Brookline, MA, US | Combat Racism, Antisemitism And Prejudices Through Education Programs | 2017 |
| Fidelity Charitable Fund | $527,957 | Cincinnati, OH, US | The Funds Held By The Fidelity Charitable Fund Are Intended To Be Distributed To Organizations That Are Organized And Operated Exclusively For Religious, Charitable, Scientific, Literary, Or Educational Purposes. | 2017 |
| Children's Hospital Boston | $563,408 | Boston, MA, US | Help Provide Care To All Children And Support For Their Families. | 2016 |
| Facing History And Ourselves | $200,000 | Brookline, MA, US | Combat Racism, Antisemitism And Prejudices Through Education Programs | 2016 |
Foundations Similar to The Heartstone Foundation
Discover 5 foundations with comparable assets ($16,414,923-$19,676,532), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
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|---|---|---|---|---|
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Weiss Asset Management Foundation Inc
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$19,502,983
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median grant |
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Mason Wright Foundation Inc
EIN: 04-2105936 | 13 grants awarded |
$19,676,532
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$143,430
median grant |
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Oakhill Foundation
EIN: 20-6021595 | 8 grants awarded |
$16,414,923
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Contact Information
Official contact details for The Heartstone Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-6197750 |
| Website | N/A |
| Address | 42 FISHER AVE Brookline, MA 02445-5703 |
Key People (1)
Board members, trustees, and key staff who oversee The Heartstone Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Julie Swartz |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Heartstone Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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