Im Richard a Heald Fund
EIN 237046062 Private FoundationTotal Given 2020–2024
$351K
110 grants · $70K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $2K–$5K
grant size
86%
deep partner · 32/37 multi-year
repeat
$1.4M
Assets (2024)
37
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
TIMOTHY J MCGANN
Phone
(888) 866-3275
Deadlines
NONE
How to Apply
LETTER DESCRIBING NEED FOR ASSISTANCE
Restrictions
CHARITABLE ORGANIZATIONS IN WORCESTER, MA AREA
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $70K | $1.4M | $92K | 23 |
| 2021 | $70K | $1.5M | $77K | 21 |
| 2022 | $70K | $1.3M | $52K | 22 |
| 2023 | $71K | $1.4M | $74K | 21 |
| 2024 | $70K | $1.4M | $77K | 23 |
Grant Size Distribution
Based on 110 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$2K
Average
$3K
75th Pctl
$5K
Maximum
$10K
Geographic Distribution
Officers & Directors
DA
Deborah G Allen
Co-Trustee
RH
Richard a Heald II
Co-Trustee
BA
Bank of America N a
5+ yrs
Agent for Trustee
MW
Mrs Nina Heald Webber
5+ yrs
Co-Trustee
MW
Mrs Nina Heald Webber
5+ yrs
Co-Trustee
J2
James N Heald 2Nd
4 yrs
Co-Trustee
BA
Bank of America N a
5+ yrs
Agent for Trustee
J2
James N Heald 2Nd
4 yrs
Co-Trustee
MW
Mrs Nina Heald Webber
5+ yrs
Co-Trustee
BA
Bank of America N a
5+ yrs
Agent for Trustee
BA
Bank of America N a
5+ yrs
Agent for Trustee
MW
Mrs Nina Heald Webber
5+ yrs
Co-Trustee
J2
James N Heald 2Nd
4 yrs
Co-Trustee
BA
Bank of America N a
5+ yrs
Agent for Trustee
MW
Mrs Nina Heald Webber
5+ yrs
Co-Trustee
J2
James N Heald 2Nd
4 yrs
Co-Trustee
Grants Awarded (110 total)
| Purpose | ||||
|---|---|---|---|---|
| Dana Hall School Annual | Wellesley, MA | $10,000 | UNRESTRICTED GENERAL | 2020 |
| Dana Hall School Annual | Wellesley, MA | $10,000 | UNRESTRICTED GENERAL | 2021 |
| Dana Hall School Annual Fund | Wellesley, MA | $10,000 | UNRESTRICTED GENERAL | 2023 |
| Dana Hall School Annual Fund | Wellesley, MA | $10,000 | UNRESTRICTED GENERAL | 2024 |
| Dana Hall School Annual | Wellesley, MA | $10,000 | UNRESTRICTED GENERAL | 2022 |
| The Ralph B Webber | Boston, MA | $8,000 | UNRESTRICTED GENERAL | 2020 |
| The Ralph B Webber | Boston, MA | $8,000 | UNRESTRICTED GENERAL | 2021 |
| Ralph B Weber Urology Fund - Ma General | Boston, MA | $8,000 | UNRESTRICTED GENERAL | 2023 |
| Ralph B Weber Urology Fund - Ma General | Boston, MA | $8,000 | UNRESTRICTED GENERAL | 2024 |
| The Ralph B Webber | Boston, MA | $8,000 | UNRESTRICTED GENERAL | 2022 |
| Falmouth Academy | Falmouth, MA | $6,000 | UNRESTRICTED GENERAL | 2020 |
| Falmouth Academy | Falmouth, MA | $6,000 | UNRESTRICTED GENERAL | 2021 |
| West Falmouth Massachusetts Library | West Falmouth, MA | $6,000 | UNRESTRICTED GENERAL | 2023 |
| Falmouth Academy Inc | Falmouth, MA | $6,000 | UNRESTRICTED GENERAL | 2023 |
| West Falmouth Massachusetts Library | West Falmouth, MA | $6,000 | UNRESTRICTED GENERAL | 2024 |
| American Antiquarian | Worcester, MA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| Tower Hill Botanic Garden | Boylston, MA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| First Unitarian Church | Worcester, MA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| American Antiquarian | Worcester, MA | $5,000 | UNRESTRICTED GENERAL | 2021 |
| Tower Hill Botanic Garden | Boylston, MA | $5,000 | UNRESTRICTED GENERAL | 2021 |
| First Unitarian Church | Worcester, MA | $5,000 | UNRESTRICTED GENERAL | 2021 |
| New England Botanic Garden at Tower Hill | Boylston, MA | $5,000 | UNRESTRICTED GENERAL | 2023 |
| American Antiquarian Society | Worcester, MA | $5,000 | UNRESTRICTED GENERAL | 2023 |
| First Unitarian Church | Worcester, MA | $5,000 | UNRESTRICTED GENERAL | 2023 |
| New England Botanic Garden at Tower Hill | Boylston, MA | $5,000 | UNRESTRICTED GENERAL | 2024 |
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