The Heard Family Endowment Trust Xxxxx7007

CHICAGO, IL EIN: 94-6095432

The Heard Family Endowment Trust Xxxxx7007 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $133K. Net investment income was $132K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

-1.0% YoY

Annual Giving

$133K

-2.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$133K

-2.8% YoY

Under IRS private-foundation payout rules, The Heard Family Endowment Trust Xxxxx7007 reported a distributable amount of $170K for 2024 — the minimum it must pay out in qualifying distributions.

About The Heard Family Endowment Trust Xxxxx7007

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $668K (100%)

States

Arizona

Cities

Phoenix

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,490,288	$2,514,398	$2,549,511
Revenue	$159,931	$143,154	$60,466
Expenses	$180,513	$178,042	$196,825
Qualifying Distributions	$150,551	$153,429	$166,685
Net Investment Income	$132,439	$113,844	$49,928
Distributable Amount	$169,651	$149,641	$153,570

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Heard Museum ($133,051).

Recipient	Purpose	Amount
THE HEARD MUSEUM Phoenix, AZ	GENERAL	$133,051

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is The Heard Family Endowment Trust Xxxxx7007?

As of 2024, The Heard Family Endowment Trust Xxxxx7007 holds $2.5M in total assets with $160K in annual revenue. It awarded 1 grants totaling $133K in 2024.

Where does The Heard Family Endowment Trust Xxxxx7007 operate?

The Heard Family Endowment Trust Xxxxx7007 has awarded grants in Arizona.

What size grants does The Heard Family Endowment Trust Xxxxx7007 award?

In 2024, The Heard Family Endowment Trust Xxxxx7007 awarded 1 grants totaling $133K — an average of about $133K per grant, based on its IRS Form 990 filings.

How much is The Heard Family Endowment Trust Xxxxx7007 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Heard Family Endowment Trust Xxxxx7007 reported a distributable amount of $170K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.