Ruth Ann Heller Music Foundation logo

Ruth Ann Heller Music Foundation

Private foundation · Grantmaker Old Lyme, CT EIN: 06-1634043 Website

The Ruth Ann Heller Music Foundation is a private foundation based in Old Lyme, Connecticut. It provides scholarships to help students in the Lyme-Old Lyme Regional School District 18 middle and high schools pay for private instrumental music lessons.

Key facts about Ruth Ann Heller Music Foundation

In short: Ruth Ann Heller Music Foundation gave $5K across 12 grants in 2025 (avg $394), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-1634043
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,728
Grants made (2025)
12
Average grant
$394
Median grant
$400
Total assets
$14,321
Primary geography
Connecticut (100% of itemized 2025 grant dollars)
How to apply
Submit a scholarship application. Full details ↓
Deadline
October 14 (the filing does not specify a year for this date).

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$14K

+8.7% YoY

Annual Giving

$5K

-39.4% YoY

Grant Count

12

-25.0% YoY

Avg Grant Size

$394

-19.2% YoY

How Ruth Ann Heller Music Foundation gives

  • Giving fell 33% from 2022 to 2025. Method

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

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation says it is dedicated to the instrumental music programs at the district’s middle and high schools. It awards monetary scholarships for private instrumental lessons; its website says scholarship payments go directly to student-selected teachers.

Grantmaking

In filing year 2025, the foundation reported 12 scholarships totaling $4,728. Awards ranged from $328 to $400, with a median of $400. The 12 listed recipients were Morgan Buerger, Connor Buckeridge, Ceciley Buckley, Stella Filardi, Natalie Gibbons, Mary Kane, Max Mooney, Olivia Rozanski-Rose, Caterina Wilson, Oliver Wyman, Avery Zbierski ($400 each), and Amelia Munster ($328).

Review Cycle

October 14 (the filing does not specify a year for this date).

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Geographic Focus

Where this funder awards grants

All grant dollars reported for filing year 2025 went to recipients in Connecticut. The foundation’s stated scholarship eligibility is limited to students in Connecticut Regional School District 18 who participate in music programs.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 12 itemized grants.

States

Cities

Old Lyme

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K18 grants2020 19 grants2021 19 grants2022 15 grants2023 16 grants2024 12 grants2025

From 2020 to 2025, annual grant giving ranged from $4K (2020) to $8K (2024). In 2025 it made 12 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Morgan Buerger: $400Morgan Buerger$400Connor Buckeridge: $400Connor Buckeridge$400Ceciley Buckley: $400Ceciley Buckley$400Stella Filardi: $400Stella Filardi$400Natalie Gibbons: $400Natalie Gibbons$400Mary Kane: $400Mary Kane$400Max Mooney: $400Max Mooney$400Olivia Rozanski-Rose: $400Olivia Rozanski-Rose$400Caterina Wilson: $400Caterina Wilson$400Oliver Wyman: $400Oliver Wyman$400

The largest 2025 recipient was Morgan Buerger ($400). Together the top 10 received $4K.

Grant Size Distribution

81 grants across all recorded years

81<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 81 grants of 81 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Morgan Buerger Old Lyme, CTScholarship$400
Connor Buckeridge Old Lyme, CTScholarship$400
Ceciley Buckley Old Lyme, CTScholarship$400
Stella Filardi Old Lyme, CTScholarship$400
Natalie Gibbons Old Lyme, CTScholarship$400
Mary Kane Old Lyme, CTScholarship$400
Max Mooney Old Lyme, CTScholarship$400
Olivia Rozanski-Rose Old Lyme, CTScholarship$400
Caterina Wilson Old Lyme, CTScholarship$400
Oliver Wyman Old Lyme, CTScholarship$400

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $14,321 $6,972 $5,822 $4,728 12
2024 $13,171 $6,018 $8,839 $7,805 16
2023 $15,992 $6,990 $7,414 $5,780 15
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5K$5K$7.5K$10K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$14,321$13,171$15,992
Revenue$6,972$6,018$6,990
Expenses$5,822$8,839$7,414
Qualifying Distributions$4,728$7,805$5,780
Net Investment Income$110$14$6

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 17, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Hilarie Clark Moore as president, Richard Wyman as treasurer, Manon Zumbaum as secretary, and Carrie Wind as vice president.

Ruth Ann Heller Music Foundation is led by Carrie Wind, V. President on the 2025 filing; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carrie Wind

    V. President

    New on the 2025 filing

    No compensation reported

  • Hilarie Clark Moore

    President

    New on the 2025 filing

    No compensation reported

  • Richard Wyman

    Treasurer

    Trustee → Treasurer, 2023

    On filings since 2020

    No compensation reported

  • Manon Zumbaum

    Secretary

    New on the 2025 filing

    No compensation reported

Former officers (4)
  • Former: Ann Lander (2020–2024) — Secretary
  • Former: Meredith Huntley (2020–2024) — President
  • Former: Peter Vandersloot (2020–2024) — V. President
  • Former: Bruce Abraham (2020–2022) — Treasurer

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Manon Zumbaum
Mailing address: PO Box 298, Old Lyme, CT 06371
Phone: (860) 434-2671
Website: https://rahmf.org

Frequently asked questions about Ruth Ann Heller Music Foundation

How much does Ruth Ann Heller Music Foundation give each year?

Ruth Ann Heller Music Foundation gave $5K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 16 grants.

What is Ruth Ann Heller Music Foundation's typical grant size?

Ruth Ann Heller Music Foundation's median grant in 2025 was $400, and its average grant was $394, across 12 grants on its 2025 IRS Form 990-PF.

Where does Ruth Ann Heller Music Foundation give grants?

Ruth Ann Heller Music Foundation gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Old Lyme, CT (12 grants).

Does Ruth Ann Heller Music Foundation give general operating support?

Not in 2025: none of the 12 grants with a stated purpose on Ruth Ann Heller Music Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (12 grants).

Who are Ruth Ann Heller Music Foundation's largest grantees?

Ruth Ann Heller Music Foundation's largest 2025 grantees include Morgan Buerger ($400), Connor Buckeridge ($400) and Ceciley Buckley ($400), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.

How large is Ruth Ann Heller Music Foundation?

Ruth Ann Heller Music Foundation reported $14K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $7K.

What does Ruth Ann Heller Music Foundation fund?

The foundation says it is dedicated to the instrumental music programs at the district’s middle and high schools. It awards monetary scholarships for private instrumental lessons; its website says scholarship payments go directly to student-selected teachers. See mission & focus areas ↑

How do I apply for a grant from Ruth Ann Heller Music Foundation?

Submit a scholarship application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Ruth Ann Heller Music Foundation's EIN?

Ruth Ann Heller Music Foundation's EIN (Employer Identification Number) is 06-1634043. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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