Funder DirectoryTHE HEARTSTONE FOUNDATION
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Private foundation (trust)EIN 206197750Est. 2004-10

THE HEARTSTONE FOUNDATION

BROOKLINE, MA 02445

Total Assets

$18.3M

FY 2024

Annual Giving

$1.1M

FY 2024

Grants Made

4

FY 2024

Avg Grant

$284K

FY 2024

Grant Range

$85K–$737K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.5M

Total Expenses

$1.4M

Qualifying Distributions

$1.1M

Distributable Amount

$883K

Min. Investment Return

$897K

Undistributed Income

$874K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $85K through median $156K to maximum $737K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $1.1M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

11 grants

FIDELITY CHARITABLE FUND
$1.3M
2 grants
FIDELITY CHARITABLE
$737K
1 grant
MAGEN DAVID ADOM
$500K
1 grant
FRIENDS OF UNITED HATZALAH
$500K
1 grant
FACING HISTORY AND OURSELVES
$250K
1 grant
TEMPLE OHABHEI SHALOM
$213K
1 grant
CONCORD ACADEMY
$100K
1 grant
THE CHESTNUT HILL SCHOOL
$100K
1 grant

Grant Size Distribution

11 grants

<$10K
$10–50K
$50–250K
6
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

3 states

Ohio
$2.0M
60% of total
Massachusetts
$848K
25% of total
New York
$500K
15% of total

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