HEAD & HEART FOUNDATION TR

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Cite this

Plain text HEAD & HEART FOUNDATION TR. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/head-and-heart-foundation-tr-376701408. Retrieved 2026-11-05.

APA furp.org. (n.d.). HEAD & HEART FOUNDATION TR [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 5, 2026, from https://furp.org/org/head-and-heart-foundation-tr-376701408

MLA “HEAD & HEART FOUNDATION TR.” furp.org, tax years 2020–2025, https://furp.org/org/head-and-heart-foundation-tr-376701408. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $27.4M · expenses $14.0M · assets $258.8M

EIN
37-6701408
Address
BESSEMER TR 20 MONTCHANIN RD 1500, WILMINGTON, DE 19807-0000
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
April 2020 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Bessemer Trust Company Of Delaware Institution CORPORATE TRUSTEE2020-2025 $480,134$2,453,153 2

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Hb PRESIDENT2020-2025 1 $0 reported 1

People by year

2025 · 2 people listed · 1 paid, $480K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BESSEMER TRUST COMPANY OF DELAWARE Institution CORPORATE TRUSTEE40 $480,134-$0 $480,1342
HB PRESIDENT1 $0-$0 $01
2024 · 2 people listed · 1 paid, $479K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BESSEMER TRUST COMPANY OF DELAWARE Institution CORPORATE TRUSTEE40 $479,030-$0 $479,0302
HB PRESIDENT1 $0-$0 $01
2023 · 2 people listed · 1 paid, $449K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BESSEMER TRUST COMPANY OF DELAWARE Institution CORPORATE TRUSTEE40 $449,471-$0 $449,4712
HB PRESIDENT1 $0-$0 $01
2022 · 2 people listed · 1 paid, $500K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BESSEMER TRUST COMPANY OF DELAWARE Institution CORPORATE TRUSTEE40 $500,188-$0 $500,1882
HB PRESIDENT1 $0-$0 $01
2021 · 2 people listed · 1 paid, $544K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BESSEMER TRUST COMPANY OF DELAWARE Institution CORPORATE TRUSTEE40 $544,330-$0 $544,3302
HB PRESIDENT1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HB PRESIDENT1 $0-$0 $01
BESSEMER TRUST COMPANY OF DELAWARE Institution CORPORATE TRUSTEE40 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 86 grants to organizations · $13.2M
2024 · 83 grants to organizations · $12.8M
2023 · 84 grants to organizations · $13.0M
2022 · 71 grants to organizations · $14.2M
2021 · 50 grants to organizations · $9.0M
2020 · 2 grants to organizations · $2.0M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$27,385,428$13,953,693 $258,776,082$258,776,082 -- $480,134--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$17,969,898$13,417,795 $245,359,139$245,359,139 -- $479,030--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$3,815,859$13,566,601 $240,650,644$240,650,644 -- $449,471--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$5,632,206$14,904,866 $250,526,077$250,526,077 -- $500,188--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$16,871,801$9,637,452 $258,907,072$258,907,072 -- $544,330--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$549,930$2,594,633 $251,287,365$251,287,365 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THURSTON FOUNDATIONDET20 $21,667,635$2,943,621 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
BAND FOUNDATIONDET20 $23,273,660$7,995,500 Chair, Dir$0 Same NTEE code T20, revenue within 2x, same state, similar name
PASSPORT FOUNDATIONDET20 $15,722,506$4,550,988 EXECUTIVE DIRECTOR$106,970 Same NTEE code T20, revenue within 2x, same state, similar name
CHARTER ROAD FOUNDATIONDET20 $40,370,185$26,736 PRESIDENT AND DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
AURORA FOUNDATIONDET20 $50,813,730$55,931,988 INSTITUTIONAL TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
FEMSA FOUNDATION INCDET20 $15,974,680$7,166,522 Dir, Pres$0 Same NTEE code T20, revenue within 2x, same state
LA VIDA FELIZ FOUNDATIONDET20 $29,056,994$2,777,656 Trustee$0 Same NTEE code T20, revenue within 2x, same state
GRANT-MAKING FOUNDATIONDET20 $22,788,772$151,110 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE DANIELS FAMILY FOUNDATIONDET20 $20,532,637$333,628 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MAINWARING FAMILY FOUNDATIONDET20 $20,467,587$236,189 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE MONARCH CHARITABLE FOUNDATIONDET20 $14,676,396$9,138,796 DIRECTOR$124,584 Same NTEE code T20, revenue within 2x, same state
CADENCE GIVING FOUNDATION INCDET20 $21,683,114$3,166,294 Dir$0 Same NTEE code T20, revenue within 2x, same state
PSQUARED CHARITABLE FOUNDATIONDET20 $17,058,355$5,914,479 Dir, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
ROBERT AND ARDIS JAMES FOUNDATION INCDET20 $32,809,719$22,292,572 Dir, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
THE MARGERET ELLEN NIELSEN FOUNDATIONDET20 $17,328,202$1,184,535 Dir, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
GE LI & NING ZHAO FAMILY FOUNDATIONDET20 $29,598,316$2,658,820 Dir, Pres, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
DONALD J SLAVIK FAMILY FOUNDATIONDET20 $15,861,978$3,716,162 Dir$0 Same NTEE code T20, revenue within 2x, same state
EMMET FAMILY CHARITABLE FOUNDATIONDET20 $40,935,116$22,143,131 EXECUTIVE DIRECTOR$671,685 Same NTEE code T20, revenue within 2x, same state
LATIKA & RAJIV JAIN FOUNDAITONDET20 $13,783,079$2,067,798 VP, Dir$0 Same NTEE code T20, revenue within 2x, same state
TWF FOUNDATIONTXT20 $52,144,070$5,854,707 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
KAPNICK FOUNDATION TRNYT20 $37,424,176$8,600,683 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
HELLMAN FOUNDATIONCAT20 $41,739,679$64,555,585 BOARD CHAIR/DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
HIGH FOUNDATIONPAT20 $17,363,720$16,014,926 PRESIDENT AN$371,514 Same NTEE code T20, revenue within 2x, similar name
TUMO FOUNDATIONTXT20 $16,919,215$16,234,753 VP PHILANTHR$257,995 Same NTEE code T20, revenue within 2x, similar name
TAFT FOUNDATIONFLT20 $15,261,940$14,574,303 EXECUTIVE DIRECTOR$336,000 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HELLMAN FELLOWS FUND Private foundation$7,417,8631 12020–2020 HELLMAN FOUNDATION
Sachiko Kuno Foundation Inc Private foundation$4,021,0006 12016–2018 S & R FOUNDATION
The David Herro Charitable Foundation Private foundation$3,495,5172 12021–2021 HF FOUNDATION INC
JHM CHARITABLE FOUNDATION Private foundation$3,098,1472 12024–2024 TUMO FOUNDATION
JONATHAN P FORMANEK FOUNDATION Private foundation$1,125,0002 12020–2021 FORMANEK FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$1,000,0001 12024–2024 FERRARI FOUNDATION
JEFF SPRECHER AND KELLY LOEFFLER FOUNDATION Private foundation$1,000,0001 12025–2025 THE PORTMAN FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$878,7005 12020–2024 TUMO FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$570,7474 12020–2024 TUMO FOUNDATION
LEBAREDIAN FAMILY FOUNDATION Private foundation$555,0003 12024–2025 TUMO FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$446,5006 22015–2024 TUMO FOUNDATION; S & R FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$426,5002 12022–2024 TUMO FOUNDATION
CONRAD N HILTON FOUNDATION Private foundation$400,0002 12018–2019 MONTANA HEALTHCARE FOUNDATION
THE BESSEMER GIVING FUND DAF sponsor$350,0001 12024–2024 TUMO FOUNDATION
BUILDERS INITIATIVE Private foundation$300,0001 12021–2021 MONTANA HEALTHCARE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $13,953,693 spent · pay $480,134 · grants $13,185,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $13,185,000 94.5%
Pay: officers, directors, trustees $480,134 3.4%
Taxes $249,799 1.8%
Fees: accounting $37,708 0.3%
Fees: legal $657 0.0%
Other expenses $395 0.0%
Total$13,953,693100%

View the filing

2024 · Form 990PF · $13,417,795 spent · pay $479,030 · grants $12,760,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,760,000 95.1%
Pay: officers, directors, trustees $479,030 3.6%
Taxes $143,365 1.1%
Fees: accounting $35,000 0.3%
Other expenses $300 0.0%
Fees: other professional $100 0.0%
Total$13,417,795100%

View the filing

2023 · Form 990PF · $13,566,601 spent · pay $449,471 · grants $13,040,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $13,040,000 96.1%
Pay: officers, directors, trustees $449,471 3.3%
Taxes $43,068 0.3%
Fees: accounting $33,500 0.2%
Other expenses $395 0.0%
Fees: other professional $167 0.0%
Total$13,566,601100%

View the filing

2022 · Form 990PF · $14,904,866 spent · pay $500,188 · grants $14,152,565 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $14,152,565 95.0%
Pay: officers, directors, trustees $500,188 3.4%
Taxes $215,318 1.4%
Fees: accounting $36,400 0.2%
Other expenses $395 0.0%
Total$14,904,866100%

View the filing

2021 · Form 990PF · $9,637,452 spent · pay $544,330 · grants $8,975,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,975,000 93.1%
Pay: officers, directors, trustees $544,330 5.6%
Taxes $109,604 1.1%
Fees: accounting $6,000 0.1%
Fees: legal $1,989 0.0%
Other expenses $529 0.0%
Total$9,637,452100%

View the filing

2020 · Form 990PF · $2,594,633 spent · pay $0 · grants $2,019,990 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,019,990 77.9%
Fees: other professional $501,852 19.3%
Fees: legal $36,031 1.4%
Taxes $30,340 1.2%
Fees: accounting $6,000 0.2%
Other expenses $420 0.0%
Total$2,594,633100%

View the filing

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