Heart Warrior Foundation

Tax-deductible

Winchendon, MA501(c)(3)Foundations & GrantmakersEIN 81-3998870

501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $7K a year · 4% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $21K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$147K
-38% vs prior year
Spent
$154K
Net assets
$45K
By yearFY2020–FY2024
Revenue
$147K
FY2024▼ -38%
Revenue by fiscal year
FY2020$64K
FY2021$173K
FY2022$183K
FY2023$236K
FY2024$147K
Expenses
$154K
FY2024▼ -37%
Expenses by fiscal year
FY2020$47K
FY2021$184K
FY2022$209K
FY2023$244K
FY2024$154K
Net assets
$45K
FY2024▼ -12%
Net assets by fiscal year
FY2020$97K
FY2021$86K
FY2022$59K
FY2023$51K
FY2024$45K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 55% · $85K Operating & administrative 45% · $69K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

3 people listed on the 990-PF.

Part VII, Section A · reportable compensation
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
See Heart Warrior Foundation executive salaries →

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Programs and updates

A private foundation based in Winchendon, MA.

Provided by the organization

This section is blank until Heart Warrior Foundation claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 7 grants · $85K · 2024–2024
Boston Children Hospital Peggy FundFY2024$25,000
Boston Children Hospital Marsha Freed Resource RoomFY2024$25,000
Thomas Heliner Legacy FundFY2024$25,000
Thomas Sauvigne ScholarshipFY2024$5,000
Boston Children Hospital Cupcake PartyFY2024$3,600
Thomas Heilner ScholarshipFY2024$1,000
Medical Excellence AwardFY2024$500

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$12K
Median grantPart XV$5K
Largest grantPart XV$25K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$147K
Gifts and grants$147K
Investment income$140
Money out
$154K
Grants paid$85K
Running costs$69K
Owns and owes
$45K
net assets
Cash and savings$46K
Total assets$46K
Liabilities$2K
People
3
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$147K
Investment income$140
Total revenue$147K
Assets in detailEnd of year
Cash and savings together$46K
Total assets$46K
Liabilities$2K
Net assets$45K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $147K$154K−$6K$45K 990 PDF
FY2023 $236K$244K−$8K$51K 990 PDF
FY2022 $183K$209K−$27K$59K 990 PDF
FY2021 $173K$184K−$11K$86K 990 PDF
FY2020 $64K$47K$17K$97K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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