Heartstone Charities

POLSON, MT EIN: 81-2620499

Heartstone Charities is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POLSON, MT. IRS filing data is available for 2020. As of 2020, the organization holds $1.6M in total assets. In 2020, it awarded 2 grants totaling $50K. Net investment income was $38K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

$1.6M

Annual Giving

$50K

Grant Count

2

Avg Grant Size

$25K

About Heartstone Charities

Based on IRS filings

Heartstone Charities is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POLSON, MT. IRS filing data is available for 2020. As of 2020, the organization holds $1.6M in total assets. In 2020, it awarded 2 grants totaling $50K. Net investment income was $38K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BountifulLa Jolla

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$28K$42K$57K2020
Metric2020
Total Assets$1,636,525
Revenue$37,871
Expenses$51,467
Qualifying Distributions
Net Investment Income$37,871
Distributable Amount$79,850

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$25K$37K$50K2 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2020

EDUCATION FOR GENERATIONS$38KAMERICAN INTERNATIONAL C…$12K

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
SUSAN D SMITHDIRECTOR1
JASON SEASTRANDDIRECTOR0.25
BRITNI L SEASTRANDDIRECTOR0.25
GARY E SAMUELIANDIRECTOR0.25
JEFFREY SAMUELIANDIRECTOR0.25

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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