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Robert H And Eleanor S Heald Trust is a private corporation based in CAMDEN, ME. The foundation received its IRS ruling in 1995. The principal officer is % Rendle A Jones Trustee. It holds total assets of $1.5M. Annual income is reported at $450K. PER THE WILLS OF THE DECEDENTS, AS AMENDED IN 2001 BY THE KNOX COUNTY PROBATE COURT, INCOME EARNED ON INVESTMENTS IS DISTRIBUTED TO LOCAL CHARITABLE PURPOSES AS FOLLOWS: PEOPLE'S UNITED METHODIST CHURCH IN UNION, ME RECEIVES FUNDING FOR LOCAL NEEDS; THE TOWN OF UNION SCHOLARSHIP COMMITTEE RECEIVES FUNDING FOR ROBERT & ELEANOR HEALD SCHOLARSHIP FUND, WHICH AWARDS SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO ARE RESIDENTS OF UNION, ME; UNION HISTORICAL SOCIETY RECEIVES FUNDING FOR GENERAL OPERATIONS; AND VOSE LIBRARY IN UNION, ME RECEIVES FUNDING FOR LIBRARY OPERATIONS. According to available records, Robert H And Eleanor S Heald Trust has made 16 grants totaling $347K, with a median grant of $21K. The foundation has distributed between $72K and $191K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $191K distributed across 8 grants. Individual grants have ranged from $11K to $37K, with an average award of $22K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Maine. Contributions to this foundation are tax-deductible.
PER THE WILLS OF THE DECEDENTS, AS AMENDED IN 2001 BY THE KNOX COUNTY PROBATE COURT, INCOME EARNED ON INVESTMENTS IS DISTRIBUTED TO LOCAL CHARITABLE PURPOSES AS FOLLOWS: PEOPLE'S UNITED METHODIST CHURCH IN UNION, ME RECEIVES FUNDING FOR LOCAL NEEDS; THE TOWN OF UNION SCHOLARSHIP COMMITTEE RECEIVES FUNDING FOR ROBERT & ELEANOR HEALD SCHOLARSHIP FUND, WHICH AWARDS SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO ARE RESIDENTS OF UNION, ME; UNION HISTORICAL SOCIETY RECEIVES FUNDING FOR GENERAL OPERATIONS; AND VOSE LIBRARY IN UNION, ME RECEIVES FUNDING FOR LIBRARY OPERATIONS.
Expenses: $104K
PER THE WILLS OF THE DECEDENTS, AS AMENDED IN 2001 BY THE KNOX COUNTY PROBATE COURT, INCOME EARNED ON INVESTMENTS IS DISTRIBUTED TO LOCAL CHARITABLE PURPOSES AS FOLLOWS: PEOPLE'S UNITED METHODIST CHURCH IN UNION, ME RECEIVES FUNDING FOR LOCAL NEEDS; THE TOWN OF UNION SCHOLARSHIP COMMITTEE RECEIVES FUNDING FOR ROBERT & ELEANOR HEALD SCHOLARSHIP FUND, WHICH AWARDS SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO ARE RESIDENTS OF UNION, ME; UNION HISTORICAL SOCIETY RECEIVES FUNDING FOR GENERAL OPERATIONS; AND VOSE LIBRARY IN UNION, ME RECEIVES FUNDING FOR LIBRARY OPERATIONS. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in ME.
Robert H And Eleanor S Heald Trust has distributed a total of $347K across 16 grants. The median grant size is $21K, with an average of $22K. Individual grants have ranged from $11K to $37K.
Robert H And Eleanor S Heald Trust typically selects its grantees rather than accepting unsolicited proposals.
Robert H And Eleanor S Heald Trust is headquartered in CAMDEN, ME.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Rendle A Jones | TRUSTEE | $18K | $0 | $18K |
Total Giving
$93K
Total Assets
$1.4M
Fair Market Value
$2.1M
Net Worth
$1.4M
Grants Paid
$72K
Contributions
$0
Net Investment Income
$83K
Distribution Amount
$92K
Total: $804K
Total Grants
16
Total Giving
$347K
Average Grant
$22K
Median Grant
$21K
Unique Recipients
4
Most Common Grant
$22K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Town Of Union Scholarship CommitteeSCHOLARSHIPS FOR UNION RESIDENTS | Union, ME | $28K | 2023 |
| People'S United Methodist ChurchLOCAL NEEDS WITHIN UNION, ME | South Thomaston, ME | $17K | 2023 |
| Vose LibraryLIBRARY OPERATIONS | Union, ME | $17K | 2023 |
| Union Historical SocietyORGANIZATIONAL OPERATIONS | Union, ME | $11K | 2023 |
| 2019 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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