The Heard Family Endowment Trust Xxxxx7007
EIN 946095432Total Given 2020–2023
$535K
4 grants · $134K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$131K
typical big bets · $125K–$140K
grant size
100%
deep partner · 1/1 multi-year
repeat
$3.3M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $124K | $3.2M | $67K | 1 |
| 2021 | $125K | $3.6M | $209K | 1 |
| 2022 | $150K | $2.9M | $60K | 1 |
| 2023 | $137K | $3.3M | $143K | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$124K
25th Pctl
$125K
Median
$131K
Average
$134K
75th Pctl
$140K
Maximum
$150K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| The Heard Museum | Phoenix, AZ | $149,954 | GENERAL | 2022 |
| The Heard Museum | Phoenix, AZ | $136,839 | GENERAL | 2023 |
| The Heard Museum | Phoenix, AZ | $124,750 | GENERAL | 2021 |
| The Heard Museum | Phoenix, AZ | $123,810 | GENERAL | 2020 |