Robert H & Eleanor S Heald Trust

CAMDEN, ME EIN: 01-6131271

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

South ThomastonUnion

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$47K$93K$140K$186K20202021202220232024
Metric202420232022
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

$0$24K$49K$73K$98K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

TOWN OF UNION SCHOLARSHI…$35KPEOPLE'S UNITED METHODIS…$21KVOSE LIBRARY$21KUNION HISTORICAL SOCIETY$14K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

RENDLE A JONESTRUSTEE$15K

From 2024 filing

NameTitleHoursCompensation
RENDLE A JONESTRUSTEE0.5$14,959

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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