Robert T Healey Sr Charitable Trust

LUMBERTON, NJ EIN: 25-6752123

Robert T Healey Sr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LUMBERTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.6M in total assets. In 2024, it awarded 3 grants totaling $3.3M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$30.6M

-0.9% YoY

Annual Giving

$3.3M

+1.2% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$1.1M

+1.2% YoY

Under IRS private-foundation payout rules, Robert T Healey Sr Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert T Healey Sr Charitable Trust

Based on IRS filings

Robert T Healey Sr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LUMBERTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.6M in total assets. In 2024, it awarded 3 grants totaling $3.3M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

East ChathamHaddonfieldLumberton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$972K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$30,618,186$30,882,068$30,788,669
Revenue$3,057,491$3,533,557$3,274,825
Expenses$3,322,357$3,261,148$3,295,883
Qualifying Distributions$3,305,757$3,248,543$3,138,100
Net Investment Income
Distributable Amount$13,519$11,022$468

Giving Over Time

Total grant dollars and number of grants per year

$0$821K$2M$2M$3M5 grants20204 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

HEALEY EDUCATION FOUNDAT…$1.6MGLENEAYRE EQUESTRIAN PRO…$945KHEALEY INTERNATIONAL REL…$762K

Grant Size Distribution

18 grants across all recorded years

3<$50K$50–100K$100–250K1$250–500K9$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Healey Education Foundation Inc ($1,579,080), Gleneayre Equestrian Program Inc ($944,800), Healey International Relief Foundation Inc ($762,000).

RecipientPurposeAmount
GLENEAYRE EQUESTRIAN PROGRAM INC LUMBERTON, NJGENERAL FUND$944,800
HEALEY EDUCATION FOUNDATION INC HADDONFIELD, NJGENERAL FUND$1,579,080
HEALEY INTERNATIONAL RELIEF FOUNDATION INC LUMBERTON, NJGENERAL FUND$762,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CHRISTINE HEALEYTRUSTEE2
ROBERT T HEALEY JRTRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Robert T Healey Sr Charitable Trust?

Robert T Healey Sr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LUMBERTON, NJ. It holds $30.6M in total assets as of 2024.

How large is Robert T Healey Sr Charitable Trust?

As of 2024, Robert T Healey Sr Charitable Trust holds $30.6M in total assets with $3.1M in annual revenue. It awarded 3 grants totaling $3.3M in 2024.

Where does Robert T Healey Sr Charitable Trust operate?

Robert T Healey Sr Charitable Trust has awarded grants in New Jersey, New York.

What size grants does Robert T Healey Sr Charitable Trust award?

In 2024, Robert T Healey Sr Charitable Trust awarded 3 grants totaling $3.3M — an average of about $1.1M per grant, based on its IRS Form 990 filings.

How much is Robert T Healey Sr Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert T Healey Sr Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert T Healey Sr Charitable Trust's EIN?

Robert T Healey Sr Charitable Trust's EIN (Employer Identification Number) is 25-6752123. 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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