Hearts Path Charitable Foundation Inc
Hearts Path Charitable Foundation Inc is a private foundation based in Louisville, Kentucky. Its 2025 filing reports 16 grants totaling $444,000 to organizations in several states.
Hearts Path Charitable Foundation Inc at a glance
In short: Hearts Path Charitable Foundation Inc gave $444K across 16 grants in 2025 (avg $28K), top state Kentucky. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $444,000
- -3.5% vs 2024
- Grants made (2025)
- 16
- +14.3% vs 2024
- Average grant
- $27,750
- -15.5% vs 2024
- Median grant
- $20,000
- Total assets
- $12,551,947
- +54.8% vs 2024
- New grantees (estimate)
- 31% first-time grantees (5 of 16, 2025; small sample)
- Primary geography
- Kentucky (43% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Hearts Path Charitable Foundation Inc
- How to Apply
-
The filing lists a written application and says awards are at the foundation’s discretion. It states that deadlines are not applicable.
- Contact
Application contact: Regina Rapier Beckman Glenview Trus
Mailing address: 5900 Us Highway 42, Louisville, KY 40241
Phone: (502) 379-6032
Email: regina.beckman@glenviewtrust.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hearts Path Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Norton Healthcare Foundation ($125K). Together the top 10 received $405K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 65 grants of 77 (84%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that grant dollars went to recipients in Kentucky (43%), California (29%), Georgia (11%), New Jersey (7%), and South Carolina (5%). The listed grants also include recipients in Washington, DC, and Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is Hearts Path Charitable Foundation Inc open to new grantees?
31%
first-time grantees, 2025
In 2025, 5 of 16 grantees (31%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $15K; repeat grants $33K. How we count
Medians: $20K first-time, $20K repeat.
- 38% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $189K (2023) to $464K (2022). In 2025 it made 16 grants totaling $444K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Norton Healthcare Foundation Louisville, KY | General Operating Support | $125,000 |
| Bread of Life Christian Center Inc Columbus, GA | General Operating Support | $50,000 |
| Sufism Reoriented Walnut Creek, CA | General Operating Support | $50,000 |
| White Pony Express Concord, CA | General Operating Support | $50,000 |
| Mission Teens Inc Glendora, NJ | General Operating Support | $30,000 |
| Mt Zion Baptist Church Louisville, KY | General Operating Support | $25,000 |
| Following Francis Layfayette, CA | General Operating Support | $20,000 |
| Kentucky Humane Society Louisville, KY | General Operating Support | $20,000 |
| Meher Spiritual Center Myrtle Beach, SC | General Operating Support | $20,000 |
| Passionist Earth & Spirit Center Louisville, KY | General Operating Support | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $12,551,947 | $702,860 | $652,131 | $444,000 | 16 | $577,390 | $639,902 | $587,346 |
| 2024 | $8,110,581 | $912,953 | $664,095 | $460,000 | 14 | $590,065 | $856,307 | $548,465 |
| 2023 | $7,861,723 | $911,898 | $367,272 | $189,300 | 15 | $319,940 | $864,978 | $453,749 |
| 2022 | $7,322,042 | $526,001 | $660,080 | $464,250 | 14 | $594,515 | $478,581 | $455,751 |
| 2021 | $7,456,121 | $979,204 | $613,791 | $420,200 | 18 | $550,460 | $927,033 | $503,686 |
| 2020 | $7,090,708 | $610,282 | $560,185 | $405,333 | 8 | — | $561,267 | $405,019 |
| 2019 | $7,040,611 | $186,132 | $588,512 | $423,333 | 5 | — | $141,370 | $405,828 |
Under IRS private-foundation payout rules, Hearts Path Charitable Foundation Inc reported a distributable amount of $587K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission is stated in the available information. Grantees’ own descriptions illustrate the range of organizations supported: Norton Healthcare Foundation says it supports patient care, capital projects, education, and research for Norton Healthcare’s adult-service hospitals and affiliated organizations. White Pony Express describes its mission as eliminating hunger and poverty by delivering surplus food to people in need. Meher Spiritual Center says it maintains a spiritual retreat for rest, meditation, and renewal.
Other 2025 grantees describe work that includes advancing cures and prevention for pediatric catastrophic diseases (St. Jude Children’s Research Hospital), providing humanitarian healthcare relief for children in Palestine (Palestine Children’s Relief Fund), and promoting animal safety and welfare (American Humane Association).
Grantmaking
In 2025, the foundation reported 16 grants totaling $444,000. Grant amounts ranged from $2,000 to $125,000, with a median of $20,000. The largest awards included $125,000 to Norton Healthcare Foundation, $50,000 each to Bread of Life Christian Center, Sufism Reoriented, and White Pony Express, and $30,000 to Mission Teens. The listed purposes for these grants were general operating support.
The foundation also awarded $25,000 to Mt Zion Baptist Church, $20,000 each to Following Francis, Kentucky Humane Society, and Meher Spiritual Center, and $15,000 to Passionist Earth & Spirit Center. Other listed grants included $10,000 each to American Humane Association and St. Jude Children’s Research Hospital.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sue Ellen Marshall-Herza as president, Andrew Davidson as treasurer, and Emily Davidson as secretary. Wesley Spencer and Jonathon Davidson are listed as directors.
Hearts Path Charitable Foundation Inc is led by Sue Ellen Marshall-Herza, President on every filing since 2019; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sue Ellen Marshall-Herza
President
On filings since 2019
4 hrs/week
$25K (2019) → $27K (2025)
Wesley Spencer
Director
On filings since 2019
4 hrs/week
$25K (2019) → $27K (2025)
Jonathon Davidson
Director
On filings since 2021
4 hrs/week
$31K (2021) → $27K (2025)
Andrew Davidson
Treasurer
On filings since 2019
4 hrs/week
$25K (2019) → $27K (2025)
Emily Davidson
Secretary
On filings since 2019
4 hrs/week
$25K (2019) → $27K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $27K, to Sue Ellen Marshall-Herza (President). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Hearts Path Charitable Foundation Inc
How much does Hearts Path Charitable Foundation Inc give each year?
Hearts Path Charitable Foundation Inc gave $444K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $460K across 14 grants.
What is Hearts Path Charitable Foundation Inc's typical grant size?
Hearts Path Charitable Foundation Inc's median grant in 2025 was $20,000, and its average grant was $27,750, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hearts Path Charitable Foundation Inc that year got $15K on average.
Where does Hearts Path Charitable Foundation Inc give grants?
Hearts Path Charitable Foundation Inc's top state is Kentucky, with 43% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (29%) and Georgia (11%). The most frequent recipient cities were Louisville, KY (6 grants).
Does Hearts Path Charitable Foundation Inc give general operating support?
Yes: 100% of Hearts Path Charitable Foundation Inc's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hearts Path Charitable Foundation Inc's largest grantees?
Hearts Path Charitable Foundation Inc's largest 2025 grantees include Norton Healthcare Foundation ($125,000), Bread of Life Christian Center Inc ($50,000) and Sufism Reoriented ($50,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Hearts Path Charitable Foundation Inc?
Hearts Path Charitable Foundation Inc reported $12.6M in total assets on its 2025 IRS Form 990-PF. It paid out $577K in qualifying distributions that year, against a required minimum of $587K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Hearts Path Charitable Foundation Inc fund?
No foundation mission is stated in the available information. See mission & focus areas ↑
How do I apply for a grant from Hearts Path Charitable Foundation Inc?
The filing lists a written application and says awards are at the foundation’s discretion. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Hearts Path Charitable Foundation Inc's EIN?
Hearts Path Charitable Foundation Inc's EIN (Employer Identification Number) is 47-5625690. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 6, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Hearts Path Charitable Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Hearts Path Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/hearts-path-charitable-foundation-inc-morg_6a580fc381204653a9a3a8a650e4b491
BibTeX
@misc{grantable_475625690_2026,
author = {{Grantable}},
title = {{Hearts Path Charitable Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hearts-path-charitable-foundation-inc-morg_6a580fc381204653a9a3a8a650e4b491},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Hearts Path Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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