Co-Tr UA Heald Foundation
Co-Tr UA Heald Foundation is a private foundation, based in Providence, RI. IRS filing data is available from 2019 through 2020. In 2020, it awarded 4 grants totaling $27K.
Co-Tr UA Heald Foundation at a glance
In short: Co-Tr UA Heald Foundation gave $27K across 4 grants in 2020 (avg $7K), mostly in Massachusetts. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $27,404
- +110.8% vs 2019
- Grants made (2020)
- 4
- +0.0% vs 2019
- Average grant
- $6,851
- +110.8% vs 2019
- Median grant
- $6,851
- Primary geography
- Massachusetts (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Co-Tr UA Heald Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2020
The largest 2020 recipient was Tower Hill Botanic Garden ($12K). Together the top 4 received $27K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 4 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2020, annual grant giving ranged from $13K (2019) to $27K (2020). In 2020 it made 4 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tower Hill Botanic Garden Boylston, MA | Unrestricted General | $11,702 |
| First Unitarian Church Worcester, MA | Unrestricted General | $11,702 |
| Deerfield Academy Deerfield, MA | Unrestricted General | $2,000 |
| Worcster Garden Club Inc Princeton, MA | Unrestricted General | $2,000 |
Ready to take the next step with Co-Tr UA Heald Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2020 | — | $1,199 | $30,076 | $27,404 | 4 | — | $925 |
| 2019 | $28,807 | $1,092 | $14,494 | $13,000 | 4 | $217 | $1,546 |
Under IRS private-foundation payout rules, Co-Tr UA Heald Foundation reported a distributable amount of $925 for 2020 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Co-Tr UA Heald Foundation's 2020 filing lists 2 officers; 1 of 2 officers listed in 2020 is compensated.
Officers on the 2020 filing
James N. Heald II
Trustee
On filings since 2019
1 hr/week
No compensation reported
Bank Of America N A
Agent for Fiduciary
On filings since 2019
1 hr/week
$209 (2019) → $87 (2020)
Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $87, to Bank of America N a (Agent for Fiduciary).
Frequently asked questions about Co-Tr UA Heald Foundation
How much does Co-Tr UA Heald Foundation give each year?
Co-Tr UA Heald Foundation gave $27K across 4 grants in 2020, according to its 2020 IRS Form 990-PF. In 2019 it gave $13K across 4 grants.
What is Co-Tr UA Heald Foundation's typical grant size?
Co-Tr UA Heald Foundation's median grant in 2020 was $6,851, and its average grant was $6,851, across 4 grants on its 2020 IRS Form 990-PF.
Where does Co-Tr UA Heald Foundation give grants?
Co-Tr UA Heald Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there.
Does Co-Tr UA Heald Foundation give general operating support?
Yes: 100% of Co-Tr UA Heald Foundation's 2020 grants with a stated purpose (4 of 4) were for general or operating support, per its 2020 IRS Form 990-PF.
How much is Co-Tr UA Heald Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Co-Tr UA Heald Foundation reported a distributable amount of $925 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Co-Tr UA Heald Foundation's EIN?
Co-Tr UA Heald Foundation's EIN (Employer Identification Number) is 04-6028076. IRS Form 990 filing data is available on this page for 2019–2020.
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 2019 (received by the IRS May 4, 2020)
- IRS filings on file for fiscal year 2020
Explore Open Grants
Browse active grant opportunities in Co-Tr UA Heald Foundation's focus areas in our free grants database
Similar Funders
Similar funders in Rhode Island
The Rhode Island Community Foundation
Providence, RI
The Rhode Island Community Foundation funds nonprofits and community efforts in areas including education, arts and culture, housing, health, climate action, and economic mobility. Its 2024 grants had a median of about $23,940, with giving concentrated in Rhode Island; the profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
977
Total Given
$72.0M
CVS Foundation
Woonsocket, RI
CVS Foundation funds health care access and outcomes, preventive and community health, health-related needs such as food and housing, education and workforce development, and disaster response across the United States. In 2024, it made 778 grants totaling about $21.4 million; awards ranged from $250 to $2.46 million, with a median of $1,500. It does not accept unsolicited requests; support is by invitation or RFP only, and no RFPs are currently open.
Assets
$194.3M
Grants
778
Total Given
$21.4M
United Way of Rhode Island Inc
Providence, RI
United Way of Rhode Island funds Rhode Island nonprofits working on economic security, children’s learning, housing, food access, safety, and related community needs. In 2025, grants ranged from $5,008 to $547,033, with a median of $15,000; its emergency grants offer up to $50,000, with average awards of $25,000–$30,000. It accepts applications for emergency grants on a rolling basis.
Assets
$30.1M
Grants
282
Total Given
$8.0M
Ralph R Papitto & Barbara a Papitto
Providence, RI
Papitto Opportunity Connection funds Rhode Island 501(c)(3) organizations working in education, job skills training, housing, healthcare, and entrepreneurship, with a focus on communities most in need. It gives about $6 million annually; small grants are generally $5,000–$20,000, though awards vary widely. It accepts unsolicited applications during set periods, but its application page says proposals are not currently being accepted.
Assets
$6.8M
Grants
270
Total Given
$24.3M
Brown University
Providence, RI
Brown University’s reported grants support education, student aid, and research, with listed awards primarily identified as subcontracts. In 2025, grants ranged from $5,325 to $3.36 million, with a median of about $98,700; recipients were concentrated in Rhode Island, Massachusetts, California, New York, and Washington, DC. The profile does not state that Brown accepts unsolicited requests; its website describes proposal support for Brown researchers.
Assets
$11.3B
Grants
235
Total Given
$47.0M
The Beacon Foundation
Warwick, RI
The Beacon Foundation funds U.S. nonprofits and municipalities working in health, wellness, education, disability services, and other charitable or civic areas, with priority for Rhode Island and nearby communities. Its 2025 grants ranged from $20 to $20,100, with a median of $1,000. It accepts unsolicited requests.
Assets
$4.5M
Grants
151
Total Given
$205K
More similar funders
More Funders in Rhode Island
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Co-Tr UA Heald Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Co-Tr UA Heald Foundation down — hundreds of funders to go?