The Heartstone Foundation
42 FISHER AVENUE - BROOKLINE - MA 02445, Massachusetts
Latest Filing: 2023
Total Assets: $13.95M
Total Giving: $960,000
Grants: 3
Median Grant: $100,000
THE HEARTSTONE FOUNDATION is a selective grantmaker that only funds pre-selected organizations, distributing $960K through 3 grants annually.
2023 Summary
$13.95M
Total Assets
$960,000
Funding Awarded
3
Grants Given
$100,000
Median Grant
$760,000
Largest Grant
$100,000
Smallest Grant
2023 Recipients
| Recipient | Award | Location | Purpose |
|---|---|---|---|
| Fidelity Charitable Fund | $760,000 | Cincinnati, OHIO | 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. |
| The Fessenden School | $100,000 | Newton, MASSACHUSETTS | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students |
| The Chestnut Hill School | $100,000 | Chestnut Hill, MASSACHUSETTS | To Educate, Inspire, And Foster A Diverse & Safe Environment For Students |
$200,000
$760,000
State
Total
-
OH
Ohio
$760,000 -
MA
Massachusetts
$200,000
Contacts
| Name | Phone | Title |
|---|---|---|
| JULIE SWARTZ | 6172321401 | TRUSTEE |
| JULIE SWARTZ | Signing Officer |
Historical Financials
| Year | Total Assets | Total Giving | Grants | Median Grant | Max Grant | Min Grant |
|---|---|---|---|---|---|---|
| 2023 | $13,954,706 | $960,000 | 3 | $100,000 | $760,000 | $100,000 |
| 2022 | $14,924,136 | $825,000 | 2 | $412,500 | $725,000 | $100,000 |
| 2021 | $14,771,468 | $795,000 | 2 | $397,500 | $545,000 | $250,000 |
| 2020 | $14,838,747 | $565,000 | 2 | $282,500 | $315,000 | $250,000 |
| 2019 | $14,916,464 | $1,062,736 | 2 | $531,368 | $812,736 | $250,000 |
| 2018 | $14,829,441 | $777,957 | 2 | $388,978 | $527,957 | $250,000 |
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Available Funding
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