The Heard Family Endowment Trust XXXXX7007
The Heard Family Endowment Trust XXXXX7007 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 1 grant totaling $152K. Net investment income was $192K.
Key facts about The Heard Family Endowment Trust XXXXX7007
In short: The Heard Family Endowment Trust XXXXX7007 gave $152K across 1 grant in 2025 (avg $152K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- EIN
- 94-6095432
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $152,151
- Grants made (2025)
- 1
- Average grant
- $152,151
- Median grant
- $152,151
- Total assets
- $2,511,079
- Primary geography
- Arizona (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.5M
+0.8% YoY
Annual Giving
$152K
+14.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$152K
+14.4% YoY
Under IRS private-foundation payout rules, The Heard Family Endowment Trust XXXXX7007 reported a distributable amount of $180K for 2025 — the minimum it must pay out in qualifying distributions.
How The Heard Family Endowment Trust XXXXX7007 gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $124K (2020) to $152K (2025). In 2025 it made 1 grant totaling $152K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Heard Museum ($152K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Heard Museum Phoenix, AZ | General | $152,151 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,511,079 | $2,490,288 | $2,514,398 |
| Revenue | $221,370 | $159,931 | $143,154 |
| Expenses | $200,658 | $180,513 | $178,042 |
| Qualifying Distributions | $169,651 | $150,551 | $153,429 |
| Net Investment Income | $192,457 | $132,439 | $113,844 |
| Distributable Amount | $179,711 | $169,651 | $149,641 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Heard Family Endowment Trust XXXXX7007's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$37K (2020) → $45K (2025)
Former officers (1)
- Former: Jp Morgan Chase (2019) — Trustee
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 $45K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about The Heard Family Endowment Trust XXXXX7007
How much does The Heard Family Endowment Trust XXXXX7007 give each year?
The Heard Family Endowment Trust XXXXX7007 gave $152K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 1 grant.
How large is The Heard Family Endowment Trust XXXXX7007?
The Heard Family Endowment Trust XXXXX7007 reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $170K in qualifying distributions that year, against a required minimum of $180K (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.
Where does The Heard Family Endowment Trust XXXXX7007 operate?
The Heard Family Endowment Trust XXXXX7007 has awarded grants in Arizona.
What is The Heard Family Endowment Trust XXXXX7007's EIN?
The Heard Family Endowment Trust XXXXX7007's EIN (Employer Identification Number) is 94-6095432. 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.
Here's the math on researching The Heard Family Endowment Trust XXXXX7007 by hand.
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