Heart-Forward
Heart-Forward is a private foundation focused on public and societal benefit, based in Napa, CA. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $890 in total assets. In 2025, it reported $5K in grants paid as a total on its IRS filing, without an itemized list.
Heart-Forward at a glance
In short: Heart-Forward reported $5K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990-PF.
- Grants paid (2025)
- $5,000 — reported as a total on the IRS filing, without an itemized list
- Total assets
- $890
- -74.4% vs 2024
- Revenue (2025)
- $2,947
- -20.5% vs 2024
- Qualifying distributions (2025)
- $5,000
- Expenses (2025)
- $5,533
- +945.9% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $1K (2023) to $5K (2025). In 2025 it reported $5K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
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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 | $890 | $2,947 | $5,533 | $5,000 | Total only | $5,000 | $210 |
| 2024 | $3,476 | $3,705 | $529 | — | — | — | — |
| 2023 | $1,847 | $1,847 | $1,547 | $1,000 | Total only | $1,000 | — |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Under IRS private-foundation payout rules, Heart-Forward reported a distributable amount of $210 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heart-Forward is led by Monica Nagy, Directori CEO since 2024 (on filings since 2023); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Monica Nagy
Directori CEO
CEO → Directori CEO, 2024
On filings since 2023
20 hrs/week
No compensation reported
Jennifer Chen
Director
On filings since 2023
20 hrs/week
No compensation reported
Julie Baldia
Director CFO
CFO & Secretary → Director CFO, 2024
On filings since 2023
20 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "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-Forward
How much does Heart-Forward give each year?
Heart-Forward reported $5K in grants paid in 2025 on its 2025 IRS Form 990-PF, as a total without an itemized list of grants.
How large is Heart-Forward?
Heart-Forward reported $890 in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $210 (roughly 5% of its investment assets).
What is Heart-Forward?
Heart-Forward is a private foundation focused on public and societal benefit, based in Napa, CA. It holds $890 in total assets as of 2025.
What is Heart-Forward's EIN?
Heart-Forward's EIN (Employer Identification Number) is 93-2603998. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 14, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2023–2024
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