Bernard and Heidi Baldwin Private Fdn Trust 12-15-06
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 is a private foundation, based in Lynchburg, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $326K in total assets. In 2025, it awarded 9 grants totaling $7K. Net investment income was $3K.
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 at a glance
In short: Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 gave $7K across 9 grants in 2025 (avg $777.778), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,000
- +19.7% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $778
- -6.9% vs 2024
- Median grant
- $1,000
- Total assets
- $325,984
- -0.5% vs 2024
- Primary geography
- Virginia (64% 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 Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was American Heart Association ($1K). Together the top 9 received $7K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 37% 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 2020 to 2025, annual grant giving ranged from $6K (2024) to $10K (2022). In 2025 it made 9 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association Dallas, TX | General Fund | $1,000 |
| UVA Law School Foundation Charlottesville, VA | General Fund | $1,000 |
| University of North Carolina Chapel Hill, NC | General Fund | $1,000 |
| United Way of Central VA Lynchburg, VA | General Fund | $1,000 |
| Virginia Episcopal School Lynchburg, VA | General Fund | $1,000 |
| Blue Ridge Area Food Bank Lynhchburg, VA | General Fund | $500 |
| Randolph College Lynchburg, VA | General Fund | $500 |
| Tall Timbers Tallahassee, FL | General Fund | $500 |
| The Free Clinic of VA Lynchburg, VA | General Fund | $500 |
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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 | $325,984 | $-1,194 | $7,401 | $7,000 | 9 | $7,000 | $2,517 | $18,952 |
| 2024 | $327,777 | $205,779 | $6,232 | $5,850 | 7 | $5,850 | $3,681 | $15,785 |
| 2023 | $123,262 | $-1,326 | $8,144 | $7,750 | 12 | $7,750 | $2,319 | $13,334 |
| 2022 | $132,839 | $7,655 | $10,194 | $9,800 | 10 | $9,800 | $3,151 | $13,273 |
| 2021 | $136,878 | $5,573 | $8,843 | $8,450 | 10 | $8,450 | $3,195 | $14,932 |
| 2020 | $141,258 | $-542 | $8,646 | $8,100 | 17 | — | $3,099 | $10,555 |
Under IRS private-foundation payout rules, Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 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
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's only listed officer is Bernard C. Baldwin III, on every filing since 2020 (uncompensated).
Officers on the 2025 filing
Bernard C. Baldwin III
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bernard and Heidi Baldwin Private Fdn Trust 12-15-06
How much does Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 give each year?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 gave $7K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 7 grants.
What is Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's typical grant size?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's median grant in 2025 was $1,000, and its average grant was $778, across 9 grants on its 2025 IRS Form 990-PF.
Where does Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 give grants?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 gives mostly in Virginia: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (14%) and North Carolina (14%). The most frequent recipient cities were Lynchburg, VA (4 grants).
Does Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 give general operating support?
Yes: 100% of Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's largest grantees?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's largest 2025 grantees include American Heart Association ($1,000), UVA Law School Foundation ($1,000) and University of North Carolina ($1,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Bernard and Heidi Baldwin Private Fdn Trust 12-15-06?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 reported $326K in total assets on its 2025 IRS Form 990-PF. It paid out $7K 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 Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's EIN?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06's EIN (Employer Identification Number) is 20-8049574. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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