Bernard and Heidi Baldwin Private Fdn Trust 12-15-06
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
Under IRS private-foundation payout rules, Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way of Central Va ($2,000), Virginia Episcopal School ($1,500), American Heart Association ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VIRGINIA EPISCOPAL SCHOOL LYNCHBURG, VA | GENERAL FUND | $1,500 |
| MARCH OF DIMES ATLANTA, GA | GENERAL FUND | $100 |
| MEALS ON WHEELS OF GREATER LYBG LYNCHBURG, VA | GENERAL FUND | $250 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | GENERAL FUND | $1,000 |
| CENTRA FOUNDATION LYNCHBURG, VA | GENERAL FUND | $500 |
| TALL TIMBERS TALLAHASSEE, FL | GENERAL FUND | $500 |
| UNITED WAY OF CENTRAL VA LYNCHBURG, VA | GENERAL FUND | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERNARD C BALDWIN III | 0 | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard and Heidi Baldwin Private Fdn Trust 12-15-06?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LYNCHBURG, VA. It holds $328K in total assets as of 2024.
How large is Bernard and Heidi Baldwin Private Fdn Trust 12-15-06?
As of 2024, Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 holds $328K in total assets with $206K in annual revenue. It awarded 7 grants totaling $6K in 2024.
Where does Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 operate?
Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 has awarded grants in Florida, Georgia, North Carolina, New York, Oklahoma, Texas, Virginia.
What size grants does Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 award?
In 2024, Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 awarded 7 grants totaling $6K — an average of about $835.714 per grant, based on its IRS Form 990 filings.
How much is Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard and Heidi Baldwin Private Fdn Trust 12-15-06 reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.