Bernard and Heidi Baldwin Private Fdn Trust 12-15-06

LYNCHBURG, VA EIN: 20-8049574

Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LYNCHBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $328K in total assets. In 2024, it awarded 7 grants totaling $6K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$328K

+165.9% YoY

Annual Giving

$6K

-24.5% YoY

Grant Count

7

-41.7% YoY

Avg Grant Size

$835.714

+29.4% YoY

About Bernard and Heidi Baldwin Private Fdn Trust 12-15-06

Based on IRS filings

Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LYNCHBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $328K in total assets. In 2024, it awarded 7 grants totaling $6K. Net investment income was $4K.

Ready to take the next step with Bernard and Heidi Baldwin Private Fdn Trust 12-15-06?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AtlantaChapel HillCharlottesvilleCharlottesvlleDallasLynchburgN Palm BeachNew YorkOklahoma CityRichmondTallahasseTallahassee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$57K$113K$170K$226K20202021202220232024
Metric202420232022
Total Assets$327,777$123,262$132,839
Revenue$205,779$-1,326$7,655
Expenses$6,232$8,144$10,194
Qualifying Distributions$5,850$7,750$9,800
Net Investment Income$3,681$2,319$3,151
Distributable Amount$15,785$13,334$13,273

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$10K17 grants202010 grants202110 grants202212 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

UNITED WAY OF CENTRAL VA$2KVIRGINIA EPISCOPAL SCHOOL$2KAMERICAN HEART ASSOCIATION$1KCENTRA FOUNDATION$500TALL TIMBERS$500MEALS ON WHEELS OF GREAT…$250MARCH OF DIMES$100

Grant Size Distribution

56 grants across all recorded years

56<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BERNARD C BALDWIN III0

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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