B L & W H Heald Schshp Truw

Private foundation · Grantmaker Brooklyn, OH EIN: 06-6087125

B L & W H Heald Schshp Truw is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $386K in total assets. In 2025, it awarded 3 grants totaling $14K. Net investment income was $59K.

Key facts about B L & W H Heald Schshp Truw

In short: B L & W H Heald Schshp Truw gave $14K across 3 grants in 2025 (avg $5K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6087125
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$13,500
Grants made (2025)
3
Average grant
$4,500
Median grant
$3,750
Total assets
$386,400
Primary geography
Connecticut (72% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$386K

+9.7% YoY

Annual Giving

$14K

-45.5% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$5K

-27.3% YoY

Under IRS private-foundation payout rules, B L & W H Heald Schshp Truw reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

How B L & W H Heald Schshp Truw gives

  • Giving fell 39% from 2022 to 2025. Method
  • In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

StorrsStony BrookWest HartfordEnfieldHartfordWillimantic

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2021 4 grants2022 4 grants2023 4 grants2024 3 grants2025

From 2021 to 2025, annual grant giving ranged from $14K (2025) to $25K (2024). In 2025 it made 3 grants totaling $14K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

University of Connecticut: $6KUniversity of Connecticut$6KStony Brook University: $4KStony Brook University$4K

The largest 2025 recipient was University of Connecticut ($6K). Together the top 2 received $10K.

Organizations only. It also paid 1 individual scholarship ($3,750), which are not listed by name.

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 17 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Connecticut Storrs, CTScholarship$6,000
Stony Brook University Stony Brook, NYScholarship$3,750
1 individual scholarship Recipients not named —$3,750

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$386,400$352,145$344,099
Revenue$63,445$32,483$-1,315
Expenses$21,602$34,337$31,480
Qualifying Distributions$16,248$32,106$27,200
Net Investment Income$58,827$29,468$5,484
Distributable Amount$19,370$19,328$18,526

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 15, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS December 21, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS December 21, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 10, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

B L & W H Heald Schshp Truw's only listed officer is Keybank N A, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • Keybank N A

    Trustee

    On filings since 2024

    1 hr/week

    $6K (2025)

Former officers (2)
  • Former: Bank Of America (2022–2023) — Trustee
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Keybank N a — Trustee: $6KKeybank N aTrustee$6K

The highest reported compensation on the 2025 filing was $6K, to Keybank N a (Trustee).

Frequently asked questions about B L & W H Heald Schshp Truw

How much does B L & W H Heald Schshp Truw give each year?

B L & W H Heald Schshp Truw gave $14K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 4 grants.

What is B L & W H Heald Schshp Truw's typical grant size?

B L & W H Heald Schshp Truw's median grant in 2025 was $3,750, and its average grant was $4,500, across 3 grants on its 2025 IRS Form 990-PF.

Where does B L & W H Heald Schshp Truw give grants?

B L & W H Heald Schshp Truw gives mostly in Connecticut: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (28%).

Does B L & W H Heald Schshp Truw give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on B L & W H Heald Schshp Truw's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).

How large is B L & W H Heald Schshp Truw?

B L & W H Heald Schshp Truw reported $386K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is B L & W H Heald Schshp Truw's EIN?

B L & W H Heald Schshp Truw's EIN (Employer Identification Number) is 06-6087125. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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