Co-tr Ua Heald Foundation

PROVIDENCE, RI EIN: 04-6028076

Co-tr Ua Heald Foundation is a private foundation, based in PROVIDENCE, RI. IRS filing data is available for 2020. In 2020, it awarded 4 grants totaling $27K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$27K

Grant Count

Avg Grant Size

$7K

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.

About Co-tr Ua Heald Foundation

Based on IRS filings

Co-tr Ua Heald Foundation is a private foundation, based in PROVIDENCE, RI. IRS filing data is available for 2020. In 2020, it awarded 4 grants totaling $27K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $27K (100%)

States

Massachusetts

Cities

BoylstonDeerfieldPrincetonWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	—
Revenue	$1,199
Expenses	$30,076
Qualifying Distributions	—
Net Investment Income	—
Distributable Amount	$925

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2020

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Tower Hill Botanic Garden ($11,702), First Unitarian Church ($11,702), Deerfield Academy ($2,000).

Recipient	Purpose	Amount
TOWER HILL BOTANIC GARDEN BOYLSTON, MA	UNRESTRICTED GENERAL	$11,702
DEERFIELD ACADEMY DEERFIELD, MA	UNRESTRICTED GENERAL	$2,000
FIRST UNITARIAN CHURCH WORCESTER, MA	UNRESTRICTED GENERAL	$11,702
WORCSTER GARDEN CLUB INC PRINCETON, MA	UNRESTRICTED GENERAL	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
JAMES N HEALD 2ND	TRUSTEE	1	—
BANK OF AMERICA N A	AGENT FOR FIDUCIARY	1	$87

Frequently Asked Questions

Where does Co-tr Ua Heald Foundation operate?

Co-tr Ua Heald Foundation has awarded grants in Massachusetts.

What size grants does Co-tr Ua Heald Foundation award?

In 2020, Co-tr Ua Heald Foundation awarded 4 grants totaling $27K — an average of about $7K per grant, based on its IRS Form 990 filings.

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.