B L & W H Heald Schshp Truw
B L & W H Heald Schshp Truw is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $352K in total assets. In 2024, it awarded 4 grants totaling $25K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$352K
+2.3% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$6K
+0.0% YoY
Under IRS private-foundation payout rules, B L & W H Heald Schshp Truw reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.
About B L & W H Heald Schshp Truw
Based on IRS filings
B L & W H Heald Schshp Truw is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $352K in total assets. In 2024, it awarded 4 grants totaling $25K. Net investment income was $29K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $352,145 | $344,099 | $371,318 |
| Revenue | $32,483 | $-1,315 | $70,615 |
| Expenses | $34,337 | $31,480 | $28,017 |
| Qualifying Distributions | $32,106 | $27,200 | $24,968 |
| Net Investment Income | $29,468 | $5,484 | $67,234 |
| Distributable Amount | $19,328 | $18,526 | $19,789 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Connecticut ($14,750), Stony Brook University ($3,750), Eastern Connecticut State University ($3,750).
| Recipient | Purpose | Amount |
|---|---|---|
| STONY BROOK UNIVERSITY STONY BROOK, NY | SCHOLARSHIP | $3,750 |
| UNIVERSITY OF HARTFORD HARTFORD, CT | SCHOLARSHIP | $2,500 |
| EASTERN CONNECTICUT STATE UNIVERSITY WILLIMANTIC, CT | SCHOLARSHIP | $3,750 |
| UNIVERSITY OF CONNECTICUT STORRS, CT | SCHOLARSHIP | $14,750 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is B L & W H Heald Schshp Truw?
As of 2024, B L & W H Heald Schshp Truw holds $352K in total assets with $32K in annual revenue. It awarded 4 grants totaling $25K in 2024.
Where does B L & W H Heald Schshp Truw operate?
B L & W H Heald Schshp Truw has awarded grants in Connecticut, New York.
What size grants does B L & W H Heald Schshp Truw award?
In 2024, B L & W H Heald Schshp Truw awarded 4 grants totaling $25K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is B L & W H Heald Schshp Truw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, B L & W H Heald Schshp Truw reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.