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 2025. As of 2025, the organization holds $386K in total assets. In 2025, it awarded 3 grants totaling $14K. Net investment income was $59K.
B L & W H Heald Schshp Truw at a glance
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.
- Annual giving (2025)
- $13,500
- -45.5% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $4,500
- -27.3% vs 2024
- Median grant
- $3,750
- Total assets
- $386,400
- +9.7% vs 2024
- Primary geography
- Connecticut (72% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who B L & W H Heald Schshp Truw funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
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
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $14K (2025) to $25K (2024). In 2025 it made 3 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Connecticut Storrs, CT | Scholarship | $6,000 |
| Stony Brook University Stony Brook, NY | Scholarship | $3,750 |
| 1 individual scholarship Recipients not named | — | $3,750 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $386,400 | $63,445 | $21,602 | $13,500 | 3 | $16,248 | $58,827 | $19,370 |
| 2024 | $352,145 | $32,483 | $34,337 | $24,750 | 4 | $32,106 | $29,468 | $19,328 |
| 2023 | $344,099 | $-1,315 | $31,480 | $24,750 | 4 | $27,200 | $5,484 | $18,526 |
| 2022 | $371,318 | $70,615 | $28,017 | $22,250 | 4 | $24,968 | $67,234 | $19,789 |
| 2021 | $387,225 | $23,963 | $24,640 | $18,000 | 2 | — | $21,065 | $21,901 |
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.
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
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 21, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 21, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2021–2025
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