Nonprofit · EIN 37-6701408
HEAD & HEART FOUNDATION TR
Also known as AC1EM9
Tax-exempt · WILMINGTON, DE 19807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $27,385,428 | $13,953,693 | $13,431,735 | $258,776,082 | $0 | $258,776,082 |
| December 31, 2024 | 990-PF | $17,969,898 | $13,417,795 | $4,552,103 | $245,359,139 | $0 | $245,359,139 |
| December 31, 2023 | 990-PF | $3,815,859 | $13,566,601 | -$9,750,742 | $240,650,644 | $0 | $240,650,644 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,539,539
- Net gain from sales of assets
- $21,845,889
Expenses
- Grants and similar amounts paid
- $13,185,000
- Compensation of officers, directors and key employees
- $480,134
- Disbursements for charitable purposes
- $13,383,789
- Excise tax on investment income
- $376,041
Balance sheet and other
- Total assets, start of year
- $245,359,139
- Total assets, end of year
- $258,776,082
- Total liabilities, end of year
- $0
- Net assets, end of year
- $258,776,082
- Fair market value of assets
- $321,672,568
- Qualifying distributions
- $13,383,789
- Net investment income
- $27,385,428
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BESSEMER TRUST COMPANY OF DELAWARE 20 MONTCHANIN ROAD, WILMINGTON, DE 19807 | CORPORATE TRUSTEE | 40 | $480,134 |
| HB C/O BESSEMER TRUST 20 MONTCHANIN, ROAD, WILMINGTON, DE 19807 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BESSEMER TRUST COMPANY OF DELAWARE 20 MONTCHANIN ROAD, WILMINGTON, DE 19807 | CORPORATE TRUSTEE | 40 | $479,030 |
| HB C/O BESSEMER TRUST 20 MONTCHANIN, ROAD, WILMINGTON, DE 19807 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BESSEMER TRUST COMPANY OF DELAWARE 20 MONTCHANIN ROAD, WILMINGTON, DE 19807 | CORPORATE TRUSTEE | 40 | $449,471 |
| HB C/O BESSEMER TRUST 20 MONTCHANIN, ROAD, WILMINGTON, DE 19807 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- BESSEMER TR 20 MONTCHANIN RD 1500, WILMINGTON, DE 19807-0000
- In care of
- % BESSEMER TRUST CO OF DELAWARE NA
- Signed the 990-PF
- SARAH ALDERFER, BESSEMER TRUST CO. OF DE
- Phone
- (516) 508-9623
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6701408
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $258,776,082
- Income (IRS master file)
- $111,256,250
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $27,385,428 | $13,953,693 | $258,776,082 | IRS |
| 990-PF | December 2024 | $17,969,898 | $13,417,795 | $245,359,139 | IRS |
| 990-PF | December 2023 | $3,815,859 | $13,566,601 | $240,650,644 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-6701408).
Questions about HEAD & HEART FOUNDATION TR
- What is the EIN of HEAD & HEART FOUNDATION TR?
- The employer identification number (EIN) of HEAD & HEART FOUNDATION TR is 37-6701408.
- Is HEAD & HEART FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HEAD & HEART FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEAD & HEART FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEAD & HEART FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEAD & HEART FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HEAD & HEART FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $480,134 (BESSEMER TRUST COMPANY OF DELAWARE, CORPORATE TRUSTEE).
- How much revenue does HEAD & HEART FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $27,385,428, expenses of $13,953,693 and total assets of $258,776,082 at year end.
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All nonprofits in WILMINGTON · Delaware · Philanthropy, voluntarism and grantmaking foundations