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Richard A Heald Fund Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1969. The principal officer is Richard A Heald. It holds total assets of $1.1M. Annual income is reported at $442K. Total assets have decreased from $1.5M in 2011 to $1.1M in 2023. The foundation is governed by 3 officers and trustees. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, Richard A Heald Fund Trust has made 88 grants totaling $280K, with a median grant of $2K. Annual giving has grown from $70K in 2020 to $140K in 2022. Individual grants have ranged from $1K to $10K, with an average award of $3K. The foundation has supported 25 unique organizations. The foundation primarily supports organizations in Massachusetts, Connecticut, Colorado, which account for 95% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$3K
Largest Grant
$10K
Based on 23 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Richard A Heald Fund Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 88 grants. Its grantmaking reaches organizations primarily in MA, CT, CO.
Richard A Heald Fund Trust has distributed a total of $280K across 88 grants. The median grant size is $2K, with an average of $3K. Individual grants have ranged from $1K to $10K.
Charitable organizations in worcester, ma area.
Richard A Heald Fund Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America N A | AGENT FOR TRUSTEE | $9K | $0 | $9K |
| James N Heald 2nd | CO-TRUSTEE | $0 | $0 | N/A |
| Mrs Nina Heald Webber | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$84K
Total Assets
$1.1M
Fair Market Value
$1.4M
Net Worth
$1.1M
Grants Paid
$71K
Contributions
N/A
Net Investment Income
$65K
Distribution Amount
$67K
Total: $1M
Total Grants
88
Total Giving
$280K
Average Grant
$3K
Median Grant
$2K
Unique Recipients
25
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Dana Hall School AnnualUNRESTRICTED GENERAL | Wellesley, MA | $10K | 2022 |
| The Ralph B WebberUNRESTRICTED GENERAL | Boston, MA | $8K | 2022 |
| American AntiquarianUNRESTRICTED GENERAL | Worcester, MA | $5K | 2022 |
| First Unitarian ChurchUNRESTRICTED GENERAL | Worcester, MA | $5K | 2022 |
| Tower Hill Botanic GardenUNRESTRICTED GENERAL | Boylston, MA | $5K | 2022 |
| Falmouth AcademyUNRESTRICTED GENERAL | Falmouth, MA | $4K | 2022 |
| Bancroft SchoolUNRESTRICTED GENERAL | Worcester, MA | $4K | 2022 |
| Falmouth Historical SocietyUNRESTRICTED GENERAL | Falmouth, MA | $4K | 2022 |
| West Falmouth Ma LibraryUNRESTRICTED GENERAL | West Falmouth, MA | $3K | 2022 |
| Girls IncUNRESTRICTED GENERAL | Worcester, MA | $3K | 2022 |
| Worcester Art MuseumUNRESTRICTED GENERAL | Worcester, MA | $3K | 2022 |
| Worcester HistoricalUNRESTRICTED GENERAL | Worcester, MA | $2K | 2022 |
| Yale University Art GalleryUNRESTRICTED GENERAL | New Haven, CT | $2K | 2022 |
| Woods Hole Oceanographic InstUNRESTRICTED GENERAL | Woods Hole, MA | $2K | 2022 |
| Coalition For Buzzards BayUNRESTRICTED GENERAL | New Bedford, MA | $2K | 2022 |
| Naples Fl Historical SocietyUNRESTRICTED GENERAL | Naples, FL | $2K | 2022 |
| Wcai Cape & Islands Npr StationUNRESTRICTED GENERAL | Woods Hole, MA | $2K | 2022 |
| Planned ParenthoodUNRESTRICTED GENERAL | Denver, CO | $1K | 2022 |
| Preservation WorcesterUNRESTRICTED GENERAL | Worcester, MA | $1K | 2022 |
| Heritage PlantationUNRESTRICTED GENERAL | Sandwich, MA | $1K | 2022 |
| Community Health Care Of Cape CodUNRESTRICTED GENERAL | Falmouth, MA | $1K | 2022 |
| Fort Lewis CollegeUNRESTRICTED GENERAL | Durango, CO | $1K | 2022 |