The Ulf B Heide and Elizabeth C Heide

Private foundation · Grantmaker Weston, MA EIN: 04-6665830
Arts and culturePerforming artsMusicOrchestral musicMuseums

The Ulf B Heide and Elizabeth C Heide is a private foundation based in Weston, Massachusetts. Its 2025 grants supported charitable organizations working in areas including education, health care, the arts, religion, and social welfare.

Key facts about The Ulf B Heide and Elizabeth C Heide

In short: The Ulf B Heide and Elizabeth C Heide gave $421K across 10 grants in 2025 (avg $42K), mostly in Massachusetts. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
04-6665830
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$421,000
Grants made (2025)
10
Average grant
$42,100
Median grant
$13,500
New grantees (estimate)
10% first-time grantees (1 of 10, 2025)
Total assets
$9,695,166
Primary geography
Massachusetts (87% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). 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

$9.7M

+6.3% YoY

Annual Giving

$421K

+64.8% YoY

Grant Count

10

-16.7% YoY

Avg Grant Size

$42K

+97.7% YoY

Under IRS private-foundation payout rules, The Ulf B Heide and Elizabeth C Heide reported a distributable amount of $875K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Ulf B Heide and Elizabeth C Heide open to new grantees?

10%

first-time grantees, 2025

In 2025, 1 of 10 grantees (10%) were first-time recipients. First grants averaged $1K; repeat grants $47K. How we count

Medians: $1K first-time, $15K repeat.

  • 70% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 48% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations including a museum, a hospital, a school, a church, a homelessness-services provider, and arts and educational institutions. The Peabody Essex Museum describes its own mission as offering experiences in the arts, humanities, and sciences to encourage understanding, imagination, and learning. Pine Street Inn says its mission is to end homelessness through services that include outreach, housing support, job training, and employment connections. The Boston Symphony Orchestra says its mission includes presenting music and providing educational and training programs.

Grantmaking

In 2025, the foundation gave $421,000 through 10 grants. Grants ranged from $1,000 to $262,000, with a median of $13,500. Notable grants included $262,000 to the Peabody Essex Museum, $50,000 to Salem Hospital, $50,000 to The Landing School, $20,000 to Old North Church, and $15,000 to Pine Street Inn.

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Geographic Focus

Where this funder awards grants

In 2025, 87% of grant dollars went to recipients in Massachusetts, 12% to Maine, and 1% to New York.

Grant Distribution by State

6states

Share of all 10 itemized 2025 grant dollars.

Cities

BostonMarbleheadCambridgeSalemArundelLynnWorcesterBurlingtonHoldernessRyeBristolDamariscottaMcPhersonSomervilleWaltham

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M24 grants202024 grants202116 grants202218 grants202312 grants202410 grants2025

From 2020 to 2025, annual grant giving ranged from $145K (2023) to $1.4M (2020). In 2025 it made 10 grants totaling $421K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Peabody Essex Museum: $262KPeabody Essex Museum$262KSalem Hospital: $50KSalem Hospital$50KThe Landing School: $50KThe Landing School$50KOld North Church: $20KOld North Church$20KPine Street Inn: $15KPine Street Inn$15KMuseum of Fine Arts: $12KMuseum of Fine Arts$12KBoston Symphony Orchestra: $5KBoston Symphony Orchestra$5KSailing Foundation of New York: $5KSailing Foundation of New York$5KAssociates of the Boston Public Library: $1KAssociates of the BostonPublic Library$1KMassachusetts General Hospital: $1KMassachusetts General Hospital$1K

The largest 2025 recipient was Peabody Essex Museum ($262K). Together the top 10 received $421K.

Grant Size Distribution

80 grants across all recorded years

72<$50K4$50–100K1$100–250K2$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 72 grants of 80 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Peabody Essex Museum Salem, MAUnrestricted use of contribution for reciptient's educational and related purposes$262,000
Salem Hospital Salem, MAUnrestricted use of contribution for recipient's medical and related purposes$50,000
The Landing School Arundel, MEUnrestricted use of contribution for recipient's educational and related purposes$50,000
Old North Church Marblehead, MAUnrestricted use of contribution for recipient's religious and educational and related purposes$20,000
Pine Street Inn Boston, MAUnrestricted use of contribution for recipient's social welfare and related purposes$15,000
Museum of Fine Arts Boston, MAUnrestricted use of contribution for recipient's artistic and educational and related purposes$12,000
Boston Symphony Orchestra Boston, MAUnrestricted use of contribution for recipient's educational and related purposes$5,000
Sailing Foundation of New York Rye, NYUnrestricted use of contribution for recipient's educational and related purposes$5,000
Associates of the Boston Public Library Boston, MAUnrestricted use of contribution for recipient's educational and related purposes$1,000
Massachusetts General Hospital Boston, MAUnrestricted use of contribution for recipient's medical, educational and realated purposes$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2025 $421,000 10
2024 $255,500 12
2023 $144,815 18
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
Total Assets$9,695,166$9,117,524$7,728,148
Revenue$1,459,495$2,561,465$156,571
Expenses$572,497$405,819$273,791
Qualifying Distributions$421,000$255,500$144,815
Net Investment Income$1,459,495$625,267$196,028
Distributable Amount$875,153$747,499$600,999

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 November 8, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 29, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Ulf B Heide, Elizabeth H Heide, and Frank P Conrad as trustees.

The Ulf B Heide and Elizabeth C Heide's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Elizabeth H. Heide

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Frank P. Conrad

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ulf B. Heide

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

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

Mailing address: Co Frank P Conrad 8 Cedar Road, Weston, MA 02493
Phone: (781) 899-6460

Frequently asked questions about The Ulf B Heide and Elizabeth C Heide

How much does The Ulf B Heide and Elizabeth C Heide give each year?

The Ulf B Heide and Elizabeth C Heide gave $421K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $256K across 12 grants.

What is The Ulf B Heide and Elizabeth C Heide's typical grant size?

The Ulf B Heide and Elizabeth C Heide's median grant in 2025 was $13,500, and its average grant was $42,100, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Ulf B Heide and Elizabeth C Heide that year got $1K on average.

Where does The Ulf B Heide and Elizabeth C Heide give grants?

The Ulf B Heide and Elizabeth C Heide gives mostly in Massachusetts: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maine (12%). The most frequent recipient cities were Boston, MA (5 grants) and Salem, MA (2 grants).

Does The Ulf B Heide and Elizabeth C Heide give general operating support?

Yes: 100% of The Ulf B Heide and Elizabeth C Heide's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Ulf B Heide and Elizabeth C Heide's largest grantees?

The Ulf B Heide and Elizabeth C Heide's largest 2025 grantees include Peabody Essex Museum ($262,000), Salem Hospital ($50,000) and The Landing School ($50,000), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.

How large is The Ulf B Heide and Elizabeth C Heide?

The Ulf B Heide and Elizabeth C Heide reported $9.7M in total assets on its 2025 IRS Form 990-PF. It paid out $421K in qualifying distributions that year, against a required minimum of $875K (roughly 5% of its investment assets).

What does The Ulf B Heide and Elizabeth C Heide fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations including a museum, a hospital, a school, a church, a homelessness-services provider, and arts and educational institutions. See mission & focus areas ↑

How do I apply for a grant from The Ulf B Heide and Elizabeth C Heide?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Ulf B Heide and Elizabeth C Heide's EIN?

The Ulf B Heide and Elizabeth C Heide's EIN (Employer Identification Number) is 04-6665830. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Ulf B Heide and Elizabeth C Heide accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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