Funder DirectoryROBERT H & ELEANOR S HEALD TRUST
Back to directory

Private foundation (trust)EIN 016131271Est. 1995-05

ROBERT H & ELEANOR S HEALD TRUST

CAMDEN, ME 04843

Total Assets

$2.3M

FY 2024

Annual Giving

$92K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$23K

FY 2024

Grant Range

$14K–$35K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$100K

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.

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$169K

Total Expenses

$111K

Qualifying Distributions

$100K

Distributable Amount

$103K

Min. Investment Return

$105K

Undistributed Income

$4K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $14K through median $21K to maximum $35K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2019 to 2024. Peak $98K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

24 grants

TOWN OF UNION SCHOLARSHIP COMMITTEE
$169K
5 grants
VOSE LIBRARY
$119K
6 grants
PEOPLE'S UNITED METHODIST CHURCH
$102K
5 grants
UNION HISTORICAL SOCIETY
$79K
6 grants
HEALD SCHOLARSHIP FUND
$29K
1 grant
PEOPLES METHODIST CHURCH
$17K
1 grant

Grant Size Distribution

24 grants

<$10K
$10–50K
24
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Maine
$516K
100% of total

Ready to work on a proposal for ROBERT H & ELEANOR S HEALD TRUST?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for ROBERT H & ELEANOR S HEALD TRUST
Funder alerts

Track ROBERT H & ELEANOR S HEALD TRUST

Get an email when Grantivo has new data for ROBERT H & ELEANOR S HEALD TRUST, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

ROBERT H & ELEANOR S HEALD TRUST — Grants, Financials & Contact | Grantivo