The Crestfields Foundation

WEST HARTFORD, CT EIN: 88-1471406

The Crestfields Foundation is a private foundation, based in WEST HARTFORD, CT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 8 grants totaling $90K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

-3.3% YoY

Annual Giving

$90K

+3.4% YoY

Grant Count

8

+14.3% YoY

Avg Grant Size

$11K

-9.5% YoY

Under IRS private-foundation payout rules, The Crestfields Foundation reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.

About The Crestfields Foundation

Based on IRS filings

The Crestfields Foundation is a private foundation, based in WEST HARTFORD, CT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 8 grants totaling $90K. Net investment income was $31K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

ArlingtonBantamBostonCornwallLakevilleLitchfieldNeedhamNew YorkSalisburyStamford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$516K$1M$2M$2M202220232024
Metric202420232022
Total Assets$1,721,127$1,780,155$1,860,596
Revenue$59,681$37,463$1,876,313
Expenses$115,840$116,891$14,857
Qualifying Distributions$90,000$87,000
Net Investment Income$30,841$26,189$26,184
Distributable Amount$100,227$89,129$54,211

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$45K$68K$90K0 grants20227 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

FIDELITY INVESTMENTS CHA…$23KFIDELITY INVESTMENTS CHA…$23KFIDELITY INVESTMENTS CHA…$23KFIDELITY INVESTMENTS CHA…$19KWOMENS SUPPORT SERVICES …$1KNATURE CONSERVANCY THE$1KPAN-MASSACHUSETTS CHALLA…$500TWIN LAKES ASSOCIATION$250

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$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 Fidelity Investments Charitable Gift Fund - Cohen Family Fund X5269 ($22,500), Fidelity Investments Charitable Gift Fund - Mheilshorn Daf X5259 ($22,500), Fidelity Investments Charitable Gift Fund - Riverhouse Fund X4514 ($22,500).

RecipientPurposeAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - COHEN FAMILY FUND X5269 BOSTON, MACURRENT USE FOR GENERAL CHARITABLE PURPOSES$22,500
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - JHEILSHORN DAF X5728 BOSTON, MACURRENT USE FOR GENERAL CHARITABLE PURPOSES$19,330
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - MHEILSHORN DAF X5259 BOSTON, MACURRENT USE FOR GENERAL CHARITABLE PURPOSES$22,500
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - RIVERHOUSE FUND X4514 BOSTON, MACURRENT USE FOR GENERAL CHARITABLE PURPOSES$22,500
NATURE CONSERVANCY THE ARLINGTON, VACURRENT USE FOR GENERAL CHARITABLE PURPOSES$1,000
PAN-MASSACHUSETTS CHALLANGE INC NEEDHAM, MACURRENT USE FOR GENERAL CHARITABLE PURPOSES$500
TWIN LAKES ASSOCIATION SALISBURY, CTCURRENT USE FOR GENERAL CHARITABLE PURPOSES$250
WOMENS SUPPORT SERVICES INCORPORATED PROJECT SAGE INC LAKEVILLE, CTCURRENT USE FOR GENERAL CHARITABLE PURPOSES$1,420

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PAUL L BOURDEAUTRUSTEE
JOHN W HEILSHORN JRTRUSTEE
CAROL H EBERSOLTRUSTEE
JANET H COHENTRUSTEE
MARK L HEILSHORNTRUSTEE

Frequently Asked Questions

How large is The Crestfields Foundation?

As of 2024, The Crestfields Foundation holds $1.7M in total assets with $60K in annual revenue. It awarded 8 grants totaling $90K in 2024.

Where does The Crestfields Foundation operate?

The Crestfields Foundation has awarded grants in Connecticut, Massachusetts, New York, Virginia.

What size grants does The Crestfields Foundation award?

In 2024, The Crestfields Foundation awarded 8 grants totaling $90K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is The Crestfields Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Crestfields Foundation reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Crestfields Foundation's EIN?

The Crestfields Foundation's EIN (Employer Identification Number) is 88-1471406. IRS Form 990 filing data is available on this page for 2022–2024.

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

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