Heart & Sol Fund
Heart & Sol Fund is a private foundation, based in Los Angeles, CA. IRS filing data is available for 2025. As of 2025, the organization holds $2K in total assets. In 2025, it awarded 4 grants totaling $32K.
Heart & Sol Fund at a glance
In short: Heart & Sol Fund gave $32K across 4 grants in 2025 (avg $8K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $32,000
- Grants made (2025)
- 4
- Average grant
- $8,000
- Median grant
- $4,000
- Total assets
- $1,595
- Primary geography
- Minnesota (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Heart & Sol Fund funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Los Cabos Children's Foundation ($22K). Together the top 4 received $32K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Heart & Sol Fund gives
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 4 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Los Cabos Children's Foundation Eagan, MN | Unrestricted | $22,400 |
| Friends of CASA Hogar Reno, NV | Unrestricted | $4,800 |
| Cabo English Church Inc San Diego, CA | Unrestricted | $3,200 |
| Pet Los Cabos Rancho Palos Verdes, CA | Unrestricted | $1,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $1,595 | $5,000 | $32,291 | $32,000 | 4 | $32,291 | $633 |
Under IRS private-foundation payout rules, Heart & Sol Fund reported a distributable amount of $633 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heart & Sol Fund is led by Peter Carlton, President & Director on the 2025 filing; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Peter Carlton
President & Director
New on the 2025 filing
1 hr/week
No compensation reported
Steve Adelson
Director
New on the 2025 filing
1 hr/week
No compensation reported
Robert Miller
Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heart & Sol Fund
How much does Heart & Sol Fund give each year?
Heart & Sol Fund gave $32K across 4 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Heart & Sol Fund's typical grant size?
Heart & Sol Fund's median grant in 2025 was $4,000, and its average grant was $8,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Heart & Sol Fund give grants?
Heart & Sol Fund gives mostly in Minnesota: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (15%) and Nevada (15%).
Does Heart & Sol Fund give general operating support?
Yes: 100% of Heart & Sol Fund's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Heart & Sol Fund?
Heart & Sol Fund reported $2K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $633 (roughly 5% of its investment assets).
What is Heart & Sol Fund's EIN?
Heart & Sol Fund's EIN (Employer Identification Number) is 85-2219896. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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