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
Under IRS private-foundation payout rules, Heartstone Charities reported a distributable amount of $80K for 2020 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2020
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Education for Generations ($37,500), American International Cultural Exchange Foundation ($12,025).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN INTERNATIONAL CULTURAL EXCHANGE FOUNDATION LA JOLLA, CA | GENERAL SUPPORT | $12,025 |
| EDUCATION FOR GENERATIONS BOUNTIFUL, UT | PROMOTE EDUCATION FOR UNDERPRIVILEGED CHILDREN | $37,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN D SMITH | DIRECTOR | 1 | — |
| JASON SEASTRAND | DIRECTOR | 0.25 | — |
| BRITNI L SEASTRAND | DIRECTOR | 0.25 | — |
| GARY E SAMUELIAN | DIRECTOR | 0.25 | — |
| JEFFREY SAMUELIAN | DIRECTOR | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heartstone Charities?
Heartstone Charities is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in POLSON, MT. It holds $1.6M in total assets as of 2020.
How large is Heartstone Charities?
As of 2020, Heartstone Charities holds $1.6M in total assets with $38K in annual revenue. It awarded 2 grants totaling $50K in 2020.
Where does Heartstone Charities operate?
Heartstone Charities has awarded grants in California, Utah.
What size grants does Heartstone Charities award?
In 2020, Heartstone Charities awarded 2 grants totaling $50K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Heartstone Charities required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Heartstone Charities reported a distributable amount of $80K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Heartstone Charities's EIN?
Heartstone Charities's EIN (Employer Identification Number) is 81-2620499. IRS Form 990 filing data is available on this page for 2020.
Explore Open Grants
Browse active grant opportunities in Heartstone Charities's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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