Robert T Healey Sr Charitable Trust

Foundation · Grantmaker 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.

Key facts about Robert T Healey Sr Charitable Trust

EIN: 25-6752123
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $3,285,880
Grants made (2024): 3
Average grant: $1,095,293
Median grant: $944,800
Total assets: $30,618,186
Primary geography: New Jersey (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Robert T Healey Sr Charitable Trust funds

By grant dollars, the top recipient states for Robert T Healey Sr Charitable Trust's 3 itemized 2024 grants were New Jersey (100%). The most frequent recipient cities were Lumberton, NJ (2 grants). 100% of grants with a stated purpose were for general or operating support.

How Robert T Healey Sr Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (+17%). Method
In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Robert T Healey Sr Charitable Trust

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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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $3.3M (100%)

Share of all 3 itemized 2024 grant dollars.

States

New Jersey New York

Cities

LumbertonHaddonfieldEast Chatham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
HEALEY EDUCATION FOUNDATION INC Haddonfield, NJ	GENERAL FUND	$1,579,080
GLENEAYRE EQUESTRIAN PROGRAM INC Lumberton, NJ	GENERAL FUND	$944,800
HEALEY INTERNATIONAL RELIEF FOUNDATION INC Lumberton, NJ	GENERAL FUND	$762,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Christine Healey	Trustee	2	—
Robert T Healey Jr	Trustee	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.