Heart Warrior Foundation

WINCHENDON, MA EIN: 81-3998870

Heart Warrior Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHENDON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $46K in total assets. In 2024, it awarded 7 grants totaling $85K. Net investment income was $140.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$46K

-10.3% YoY

Annual Giving

$85K

-41.4% YoY

Grant Count

7

+75.0% YoY

Avg Grant Size

$12K

-66.5% YoY

Under IRS private-foundation payout rules, Heart Warrior Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Heart Warrior Foundation

Based on IRS filings

Heart Warrior Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHENDON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $46K in total assets. In 2024, it awarded 7 grants totaling $85K. Net investment income was $140.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AyerBostonPelham

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$67K$134K$201K$268K20202021202220232024
Metric202420232022
Total Assets$46,470$51,828$58,984
Revenue$147,290$235,719$182,696
Expenses$153,648$243,575$209,388
Qualifying Distributions$85,100$156,958$113,900
Net Investment Income$140$258$71
Distributable Amount$2,089$2,744$3,561

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$73K$109K$145K3 grants20203 grants20213 grants20224 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

THOMAS HELINER LEGACY FUND$25KBOSTON CHILDREN HOSPITAL…$25KBOSTON CHILDREN HOSPITAL…$25KTHOMAS SAUVIGNE SCHOLARS…$5KBOSTON CHILDREN HOSPITAL…$4KTHOMAS HEILNER SCHOLARSHIP$1KMEDICAL EXCELLENCE AWARD$500

Grant Size Distribution

20 grants across all recorded years

17<$50K$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Thomas Heliner Legacy Fund ($25,000), Boston Children Hospital Marsha Freed Resource Room ($25,000), Boston Children Hospital Peggy Fund ($25,000).

RecipientPurposeAmount
BOSTON CHILDREN HOSPITAL CUPCAKE PARTY BOSTON, MAPROVIDE REFRESHMENTS TO RESOURCE ROOM FOR PATIENTS$3,600
THOMAS HELINER LEGACY FUND BOSTON, MAFUND AND SUPPORT CARDIAC TRANSLATINAL RESEARCH LAB BOSTON CHILDRENS$25,000
THOMAS HEILNER SCHOLARSHIP AYER, MASCHOLARSHIP$1,000
THOMAS SAUVIGNE SCHOLARSHIP BOSTON, MASCHOLARSHIP$5,000
BOSTON CHILDREN HOSPITAL MARSHA FREED RESOURCE ROOM BOSTON, MACREATION OF ADULT CARDIAC RESOURCE ROOM$25,000
BOSTON CHILDREN HOSPITAL PEGGY FUND BOSTON, MASUPPORT MENTAL HEALTH AND WELLNESS OF BOSTON CHILDRENS HOSPITAL CARDIAC NURSES$25,000
MEDICAL EXCELLENCE AWARD BOSTON, MASCHOLARSHIP$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MATTHEW DIFAVASECRETARY/TREASURER7
CAITLIN DIFAVAPRESIDENT7
KIMBERLY ADAMSONVICE PRESIDENT3.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Heart Warrior Foundation?

Heart Warrior Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHENDON, MA. It holds $46K in total assets as of 2024.

How large is Heart Warrior Foundation?

As of 2024, Heart Warrior Foundation holds $46K in total assets with $147K in annual revenue. It awarded 7 grants totaling $85K in 2024.

Where does Heart Warrior Foundation operate?

Heart Warrior Foundation has awarded grants in Massachusetts, New Hampshire.

What size grants does Heart Warrior Foundation award?

In 2024, Heart Warrior Foundation awarded 7 grants totaling $85K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Heart Warrior Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Heart Warrior Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Heart Warrior Foundation's EIN?

Heart Warrior Foundation's EIN (Employer Identification Number) is 81-3998870. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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