Im Richard a Heald Fund
Im Richard a Heald Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 23 grants totaling $70K. Net investment income was $68K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
-0.4% YoY
Annual Giving
$70K
-1.4% YoY
Grant Count
23
+9.5% YoY
Avg Grant Size
$3K
-10.0% YoY
Under IRS private-foundation payout rules, Im Richard a Heald Fund reported a distributable amount of $71K for 2024 — the minimum it must pay out in qualifying distributions.
About Im Richard a Heald Fund
Based on IRS filings
Im Richard a Heald Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 23 grants totaling $70K. Net investment income was $68K.
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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 | $1,134,216 | $1,138,989 | $1,147,814 |
| Revenue | $77,116 | $74,260 | $52,492 |
| Expenses | $82,060 | $83,890 | $80,895 |
| Qualifying Distributions | $74,788 | $77,257 | $74,130 |
| Net Investment Income | $67,523 | $64,550 | $42,072 |
| Distributable Amount | $70,505 | $66,699 | $68,212 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
110 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dana Hall School Annual Fund ($10,000), Ralph B Weber Urology Fund - Ma General ($8,000), West Falmouth Massachusetts Library ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MIDDLEBURY COLLEGE MIDDLEBURY, VT | UNRESTRICTED GENERAL | $2,000 |
| WORCESTER POLYTECHNIC INSTIT WORCESTER, MA | UNRESTRICTED GENERAL | $1,000 |
| RALPH B WEBER UROLOGY FUND - MA GENERAL BOSTON, MA | UNRESTRICTED GENERAL | $8,000 |
| WORCESTER ART MUSEUM WORCESTER, MA | UNRESTRICTED GENERAL | $2,000 |
| NEW ENGLAND BOTANIC GARDEN AT TOWER HILL BOYLSTON, MA | UNRESTRICTED GENERAL | $5,000 |
| DANA HALL SCHOOL ANNUAL FUND WELLESLEY, MA | UNRESTRICTED GENERAL | $10,000 |
| AMERICAN ANTIQUARIAN SOCIETY WORCESTER, MA | UNRESTRICTED GENERAL | $5,000 |
| BANCROFT SCHOOL WORCESTER, MA | UNRESTRICTED GENERAL | $4,000 |
| WCAI CAPE & ISLANDS NPR STATION WOODS HOLE, MA | UNRESTRICTED GENERAL | $1,500 |
| WOODS HOLE OCEANOGRAPHIC INST WOODS HOLE, MA | UNRESTRICTED GENERAL | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MRS NINA HEALD WEBBER | CO-TRUSTEE | 1 | — |
| BANK OF AMERICA N A | AGENT FOR TRUSTEE | 1 | $9,252 |
| RICHARD A HEALD II | CO-TRUSTEE | 1 | — |
| DEBORAH G ALLEN | CO-TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Im Richard a Heald Fund?
As of 2024, Im Richard a Heald Fund holds $1.1M in total assets with $77K in annual revenue. It awarded 23 grants totaling $70K in 2024.
Where does Im Richard a Heald Fund operate?
Im Richard a Heald Fund has awarded grants in Colorado, Connecticut, Florida, Massachusetts, Vermont.
What size grants does Im Richard a Heald Fund award?
In 2024, Im Richard a Heald Fund awarded 23 grants totaling $70K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Im Richard a Heald Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Im Richard a Heald Fund reported a distributable amount of $71K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Im Richard a Heald Fund's EIN?
Im Richard a Heald Fund's EIN (Employer Identification Number) is 23-7046062. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Im Richard a Heald Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.