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.
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.
Ready to take the next step with B L & W H Heald Schshp Truw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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
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.
Here's the math on researching B L & W H Heald Schshp Truw by hand.
Explore Open Grants
Browse active grant opportunities in B L & W H Heald Schshp Truw's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Ohio
The Hanger Charitable Foundation
Austin, TX
The Hanger Charitable Foundation funds U.S. 501(c)(3) organizations serving people with physical challenges, including rehabilitation, adaptive sports, and support programs, with particular emphasis on people with limb loss or difference and veterans; it also supports O&P student scholarships. Its 2024 grants ranged from $6,000 to $120,000, with a median of $8,100. Organizations must apply through its grant process; the profile does not state whether unsolicited requests are accepted.
Assets
$1.6M
Grants
14
Total Given
$273K
Irma and Morton Handel Foundation Inc
Boca Raton, FL
The Irma and Morton Handel Foundation funded medical research, education, and organizations serving people in need, with nearly all 2022 grant dollars going to Florida. It awarded 11 grants totaling $88,556, ranging from $500 to $72,500, though the median grant was $2,000. The foundation wound down in 2022 and stated that it gave only to preselected charities and did not accept unsolicited requests.
Assets
—
Grants
11
Total Given
$89K
O'Brion Frank Trust Uw
Brooklyn, OH
Assets
$1.3M
Grants
5
Total Given
$43K
Balgley Family Charitable Foundation
Palm Beach Gardens, FL
The Balgley Family Charitable Foundation supports a range of causes, including education, disaster response, civil liberties, clean energy, and regenerative agriculture, with 2025 grants ranging from $500 to $50,000 and a median of $2,000. It gives across the United States; its largest shares in 2025 went to organizations in Connecticut, West Virginia, California, North Carolina, and Washington, D.C. The filing says there is no required application format and no deadline, and that giving is not limited to preselected organizations.
Assets
$6.0M
Grants
71
Total Given
$311K
Rosalie Conte Foundation
Memphis, TN
The Rosalie Conte Foundation funds educational institutions, with 2025 grants ranging from $1,000 to $18,000 and a median of $4,000. Recent grants went to organizations in Massachusetts, Tennessee, New York, and New Hampshire. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$3.8M
Grants
11
Total Given
$68K
The Mount Vernon Ladies' Association of the Union
Mount Vernon, VA
The mission of the mount vernon ladies' association is to preserve, restore, and manage the estate of george washington to the highest standards and to educate visitors and people throughout the world about the life and legacies of george washington, so that his example of character and leadership will continue to inform and inspire future generations.
Assets
$400.7M
Grants
5
Total Given
$73K
Miller UA Morey & Helen Schol
Brooklyn, OH
This foundation funds college scholarships for graduating seniors of Rockville High School who have been accepted to a college or university, with recent grants going to schools mainly in Connecticut and nearby states. Its 2026 grants ranged from $1,600 to $61,000, with a median of $7,000; the filing lists an application and directs applicants to contact KeyBank N.A. c/o Agnes Marountas.
Assets
$4.2M
Grants
20
Total Given
$210K
Elliott Family Foundation Inc
Somers, NY
Elliott Family Foundation Inc primarily funds education, with occasional support for community food assistance, and gave grants across multiple states, including Massachusetts, Connecticut, New York, Pennsylvania, and Vermont. In 2024, grants ranged from $200 to $23,000, with a median of $9,500. The filing says giving is not limited to preselected organizations, but does not explicitly state whether unsolicited requests are accepted.
Assets
$2.5M
Grants
28
Total Given
$258K
Bard Family Foundation
Baltimore, MD
Assets
$271K
Grants
1
Total Given
$23K
Rozansky Family Foundation
Chicago, IL
The Chicago-based Rozansky Family Foundation funded a range of charitable organizations, with 2023 grants concentrated in Illinois and New York. Its 12 grants totaled $171,249, ranging from $1,000 to $55,000, though the filing is marked final, suggesting grantmaking may have ended. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
—
Grants
12
Total Given
$171K
Margaret & Dom Barillaro Schol Tr
Dallas, TX
Assets
$269K
Grants
3
Total Given
$10K
Columbus Foundation
Columbus, OH
The Columbus Foundation supports a broad range of nonprofit work, including arts, education, health, basic needs, neighborhoods, and capacity building, primarily in central Ohio. Its 2024 grants had a median of $21,471, though amounts varied widely. Most grants are directed by donors and aren’t made through an application process, but some specific programs accept applications.
Assets
$2.8B
Grants
1,747
Total Given
$242.7M
More Funders in Ohio
B L & W H Heald Schshp Truw down — hundreds of funders to go?