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Montana · Private foundation

Heartstone Charities

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$50k
Granted FY2020
2
Grants FY2020
2
Organizations funded FY2020
0%
First-time grantees FY2020
Read the full brief
Median grant, FY2020
$37,500
Largest grant, FY2020
$37,500
Organizations funded a year
2 to 3
FY2018 to FY2020
States reached, FY2020
2
Total assets, FY2020
$1.6M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 0% of the organizations Heartstone Charities funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2020, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20
Recreation & SportsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20202$50k0%
FY20193$99k67%
FY20183$62kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2020.

Education$96kArts & Culture$78kYouth Development$30kHousing & Shelter$3kCommunity Improvement$3k

Top grantees

Largest recipients by total granted, FY2018 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Boys and Girls Club of the Flathead Reservation and Lake County$30,00011%
The Christmas Box International$3,4481n/a

Plus 3 recipients with no EIN on record ($177k), not named here.

Compare Heartstone Charities with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Heartstone Charities?

Find your warmest path to Heartstone Charities through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Heartstone Charities

How much does Heartstone Charities give?
Heartstone Charities reported 2 grants totaling $49,525 in its FY2020 IRS filing. It funded between 2 and 3 organizations a year over FY2018 to FY2020.
What does Heartstone Charities fund?
By grant dollars over FY2018 to FY2020, its largest causes are Education (45%), Arts & Culture (37%), Youth Development (14%).
Who are Heartstone Charities's largest grantees?
By total granted over FY2018 to FY2020: Boys and Girls Club of the Flathead Reservation and Lake County ($30k), The Christmas Box International ($3k).
Does Heartstone Charities fund new organizations?
In FY2020, 0% of the organizations it funded were first-time grantees.
Does Heartstone Charities accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Heartstone Charities based?
Heartstone Charities is based in MT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 5 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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