Robert H & Eleanor S Heald Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMDEN, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 4 grants totaling $92K. Net investment income was $160K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
+4.2% YoY
Annual Giving
$92K
+27.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$23K
+27.8% YoY
Under IRS private-foundation payout rules, Robert H & Eleanor S Heald Trust reported a distributable amount of $103K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert H & Eleanor S Heald Trust
Based on IRS filings
Robert H & Eleanor S Heald Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMDEN, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 4 grants totaling $92K. Net investment income was $160K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,453,760 | $1,395,108 | $1,393,338 |
| Revenue | $169,348 | $94,375 | $14,658 |
| Expenses | $110,954 | $92,604 | $114,086 |
| Qualifying Distributions | $100,218 | $81,648 | $104,349 |
| Net Investment Income | $159,962 | $83,419 | $18,096 |
| Distributable Amount | $103,093 | $92,082 | $92,021 |
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 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Town of Union Scholarship Committee ($35,347), People's United Methodist Church ($21,246), Vose Library ($21,246).
| Recipient | Purpose | Amount |
|---|---|---|
| PEOPLE'S UNITED METHODIST CHURCH SOUTH THOMASTON, ME | LOCAL NEEDS WITHIN UNION, ME | $21,246 |
| TOWN OF UNION SCHOLARSHIP COMMITTEE UNION, ME | SCHOLARSHIPS FOR UNION RESIDENTS | $35,347 |
| UNION HISTORICAL SOCIETY UNION, ME | ORGANIZATIONAL OPERATIONS | $14,161 |
| VOSE LIBRARY UNION, ME | LIBRARY OPERATIONS | $21,246 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RENDLE A JONES | TRUSTEE | 0.5 | $14,959 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert H & Eleanor S Heald Trust?
Robert H & Eleanor S Heald Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMDEN, ME. It holds $1.5M in total assets as of 2024.
How large is Robert H & Eleanor S Heald Trust?
As of 2024, Robert H & Eleanor S Heald Trust holds $1.5M in total assets with $169K in annual revenue. It awarded 4 grants totaling $92K in 2024.
Where does Robert H & Eleanor S Heald Trust operate?
Robert H & Eleanor S Heald Trust has awarded grants in Maine.
What size grants does Robert H & Eleanor S Heald Trust award?
In 2024, Robert H & Eleanor S Heald Trust awarded 4 grants totaling $92K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Robert H & Eleanor S Heald Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert H & Eleanor S Heald Trust reported a distributable amount of $103K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert H & Eleanor S Heald Trust's EIN?
Robert H & Eleanor S Heald Trust's EIN (Employer Identification Number) is 01-6131271. 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.
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