Robert H & Eleanor S Heald Trust
Robert H & Eleanor S Heald Trust is a private foundation, based in Camden, ME. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 4 grants totaling $100K. Net investment income was $148K.
Key facts about Robert H & Eleanor S Heald Trust
In short: Robert H & Eleanor S Heald Trust gave $100K across 4 grants in 2025 (avg $25K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- EIN
- 01-6131271
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $100,000
- Grants made (2025)
- 4
- Average grant
- $25,000
- Median grant
- $23,094
- Total assets
- $1,484,567
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
+2.1% YoY
Annual Giving
$100K
+8.7% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$25K
+8.7% YoY
Under IRS private-foundation payout rules, Robert H & Eleanor S Heald Trust reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.
How Robert H & Eleanor S Heald Trust gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $72K (2023) to $100K (2025). In 2025 it made 4 grants totaling $100K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Town of Union Scholarship Committee ($38K). Together the top 4 received $100K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Town of Union Scholarship Committee Union, ME | Scholarships for Union Residents | $38,421 |
| People's United Methodist Church South Thomaston, ME | Local Needs Within Union, ME | $23,094 |
| Vose Library Union, ME | Library Operations | $23,093 |
| Union Historical Society Union, ME | Organizational Operations | $15,392 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,484,567 | $1,453,760 | $1,395,108 |
| Revenue | $162,234 | $169,348 | $94,375 |
| Expenses | $131,427 | $110,954 | $92,604 |
| Qualifying Distributions | $113,466 | $100,218 | $81,648 |
| Net Investment Income | $147,615 | $159,962 | $83,419 |
| Distributable Amount | $109,590 | $103,093 | $92,082 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Robert H & Eleanor S Heald Trust is led by Rendle A. Jones, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Rendle A. Jones
Trustee
On filings since 2019
0.5 hrs/week
$16K (2019) → $25K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $25K, to Rendle a Jones (Trustee).
Frequently asked questions about Robert H & Eleanor S Heald Trust
How much does Robert H & Eleanor S Heald Trust give each year?
Robert H & Eleanor S Heald Trust gave $100K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $92K across 4 grants.
What is Robert H & Eleanor S Heald Trust's typical grant size?
Robert H & Eleanor S Heald Trust's median grant in 2025 was $23,094, and its average grant was $25,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Robert H & Eleanor S Heald Trust give grants?
Robert H & Eleanor S Heald Trust gives mostly in Maine: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Union, ME (3 grants).
Does Robert H & Eleanor S Heald Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Robert H & Eleanor S Heald Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is Robert H & Eleanor S Heald Trust?
Robert H & Eleanor S Heald Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Robert H & Eleanor S Heald Trust by hand.
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