Anahata Foundation XXXXX5004 is a private foundation established in 2020 and based in Chicago, Illinois. The foundation operates as a grantmaking organization with significant assets dedicated to philanthropic work across multiple sectors. The foundation's name references the heart chakra in yoga, reflecting its holistic approach to philanthropy.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$126.3M
-6.9% YoY
Annual Giving
$8.5M
+12.5% YoY
Grant Count
22
-12.0% YoY
Avg Grant Size
$385K
+27.8% YoY
Under IRS private-foundation payout rules, Anahata Foundation Xxxxx5004 reported a distributable amount of $7.4M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission centers on providing support, resources, and tools for youth to facilitate participation in programs conducive to their future success. The foundation supports youth across educational learning, creative outlets, and athletic programs.
Primary funding areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Youth development and empowerment
Grantmaking
Grant Range
$301,048
Average Grant
$301,048
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Geographic Focus
Where this funder awards grants
The foundation's giving is national in scope, with documented grantmaking activity in New York, Maine, Connecticut, and other U.S. locations.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (2023):
- Total assets: $135,712,840
- Total revenues: $3,124,355
- Total expenses: $7,845,162
- Annual giving: $7,526,200
Revenue Composition (2023):
- Investment income and dividends: $4,047,635
- Total grants and contributions: $0
- Net loss from sale of non-inventory assets: -$923,280
Staffing:
- 1 employee (2023)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $126,324,133 | $135,712,840 | $140,472,245 |
| Revenue | $-631,219 | $3,124,355 | $1,635,974 |
| Expenses | $8,977,125 | $7,845,162 | $7,490,702 |
| Qualifying Distributions | $8,660,237 | $7,682,378 | $7,353,813 |
| Net Investment Income | $3,780,446 | $3,871,105 | $3,006,505 |
| Distributable Amount | $7,422,951 | $6,664,282 | $7,838,281 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
144 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Nature Conservancy ($2,000,000), Fidelco Guide Dog Foundation Inc ($1,000,000), Frenchman Bay Conservancy ($750,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OPERA HOUSE ARTS STONINGTON, ME | GENERAL | $300,000 |
| FIDELCO GUIDE DOG FOUNDATION INC BLOOMFIELD, CT | GENERAL | $1,000,000 |
| COMMON THREADS AUSTIN, TX | GENERAL | $110,000 |
| PACIFIC MAMMAL MARINE CENTER LAGUNA BEACH, CA | GENERAL | $300,000 |
| BE A FRIEND PROJECT COLD SPRING, NY | GENERAL | $150,000 |
| PROTECT THE HIGHLANDS COLD SPRING, NY | GENERAL | $14,000 |
| THE EPISCOPAL CHURCH OF ST MICHAEL CORONA DEL MAR, CA | GENERAL | $25,000 |
| FRENCHMAN BAY CONSERVANCY HANCOCK, ME | GENERAL | $750,000 |
| BROOKLYN TO ALASKA PROJECT BROOKLYN, NY | GENERAL | $250,000 |
| DEER ISLE FIREMAN ASSOCIATION DEER ISLE, ME | GENERAL | $250,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation was established by Mark T. Bertolini, former Chairman and CEO of Aetna and current CEO of Oscar Health, along with his wife Mari Bertolini. According to Bertolini, the foundation directs "the vast majority of our proceeds into Anahata to do community sustainability, education and environment."
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK T BERTOLINI | CO-TRUSTEE | — | — |
Recent News & Activity
Recent developments and announcements
The foundation announced a partnership with Common Threads to build generational health and advance "Food as Medicine" programming in Los Angeles and New York City, demonstrating the foundation's commitment to health, wellness, and community sustainability initiatives.
Common Threads and Anahata Foundation Join Forces to Build Generational HealthSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Anahata Foundation Xxxxx5004 fund?
The foundation's mission centers on providing support, resources, and tools for youth to facilitate participation in programs conducive to their future success. The foundation supports youth across educational learning, creative outlets, and athletic programs. Primary funding areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Youth development and empowerment
How do I apply for a grant from Anahata Foundation Xxxxx5004?
**Grant Activity:** • 2023: 37 grants totaling $7,526,200 • 2022: 32 grants • 2021: 37 grants • Total grants awarded since inception (2020): 97 grants totaling $20,430,917 **Grant Characteristics:** • Average grant size: $301,048 • Grant range: $4,000–$2,100,000 • Application method: Invitation only—no unsolicited applications accepted • Grantmaking approach: Trustee-directed rather than structured grant programs with fixed application cycles **Recent Notable Grants (2023):** • Glynwood Center:…
Where does Anahata Foundation Xxxxx5004 make grants?
The foundation's giving is national in scope, with documented grantmaking activity in New York, Maine, Connecticut, and other U.S. locations.
What size grants does Anahata Foundation Xxxxx5004 award?
In 2024, Anahata Foundation Xxxxx5004 awarded 22 grants totaling $8.5M — an average of about $385K per grant, based on its IRS Form 990 filings.
How much is Anahata Foundation Xxxxx5004 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Anahata Foundation Xxxxx5004 reported a distributable amount of $7.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Anahata Foundation Xxxxx5004's EIN?
Anahata Foundation Xxxxx5004's EIN (Employer Identification Number) is 82-6893685. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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