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Rhode Island · Private foundation

Co-Tr Ua Heald Foundation

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$27k
Granted FY2020
4
Grants FY2020
4
Organizations funded FY2020
75%
First-time grantees FY2020
Read the full brief
Median grant, FY2020
$11,702
Largest grant, FY2020
$11,702
Organizations funded a year
4 to 4
FY2019 to FY2020
States reached, FY2020
1
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 75% of the organizations Co-Tr Ua Heald Foundation funded were first-time grantees, receiving 93% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20204$27k75%
FY20194$13kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2020.

Environment$14kReligion$12kEducation$9kHuman Services$5kArts & Culture$1k

Top grantees

Largest recipients by total granted, FY2019 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
First Unitarian Church$11,7021n/a
Bancroft School$5,00010%
Trustees of Deerfield Academy$4,00020%
Worcester Garden Club Inc$2,00018%
Preservation Worcester Inc$1,00010%

Plus 2 recipients with no EIN on record ($17k), not named here.

Compare Co-Tr Ua Heald Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Co-Tr Ua Heald Foundation?

Find your warmest path to Co-Tr Ua Heald Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Co-Tr Ua Heald Foundation

How much does Co-Tr Ua Heald Foundation give?
Co-Tr Ua Heald Foundation reported 4 grants totaling $27,404 in its FY2020 IRS filing. It funded between 4 and 4 organizations a year over FY2019 to FY2020.
What does Co-Tr Ua Heald Foundation fund?
By grant dollars over FY2019 to FY2020, its largest causes are Environment (34%), Religion (29%), Education (22%).
Who are Co-Tr Ua Heald Foundation's largest grantees?
By total granted over FY2019 to FY2020: First Unitarian Church ($12k), Bancroft School ($5k), Trustees of Deerfield Academy ($4k).
Does Co-Tr Ua Heald Foundation fund new organizations?
In FY2020, 75% of the organizations it funded were first-time grantees.
Does Co-Tr Ua Heald Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Co-Tr Ua Heald Foundation based?
Co-Tr Ua Heald Foundation is based in RI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 7 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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