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Texas · Private foundation

Richard a Heald Fund

Its FY2025 filing reports that it accepted unsolicited grant applications.

$54k
Granted FY2025(still arriving)
21
Grants FY2025
22
Organizations funded FY2024
9%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$2,000
Largest grant, FY2025
$10,000
Organizations funded a year
20 to 22
FY2020 to FY2024
States reached, FY2025
4
Total assets, FY2025
$1.1M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 9% of the organizations Richard a Heald Fund funded were first-time grantees, receiving 4% of its grant dollars.

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $3k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
EducationArts & CultureHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving20$53k10%
FY202422$69k9%
FY202320$69k40%
FY202221$68k0%
FY202120$68k10%
FY202022$68kn/a
92% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$148kArts & Culture$106kEnvironment$40kHealth$31kReligion$30kYouth Development$14kScience & Tech$12kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Falmouth Academy Inc$32,00060%
First Unitarian Church$30,0006n/a
Bancroft School$21,50060%
Worcester Art Museum$17,00060%
American Antiquarian Society$13,00030%
Falmouth Historical Society Inc$12,00052%
Woods Hole Oceanographic Institution$12,00060%
Preservation Worcester Inc$6,00060%
Rocky Mountain Planned Parenthood Inc$6,00060%
Worcester Historical Museum$6,00030%
Show all 16 grantees

What it could do for these grantees

Plus 20 recipients with no EIN on record ($226k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Richard a Heald Fund supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFalmouth Academy Inc: $32,000 over 6y, 0.1% of budgetBancroft School: $21,500 over 6y, 0.0% of budgetWorcester Art Museum: $17,000 over 6y, 0.0% of budgetAmerican Antiquarian Society: $13,000 over 3y, 0.1% of budgetFalmouth Historical Society Inc: $12,000 over 5y, 1.9% of budgetWoods Hole Oceanographic Institution: $12,000 over 6y, 0.0% of budgetPreservation Worcester Inc: $6,000 over 6y, 0.3% of budgetRocky Mountain Planned Parenthood Inc: $6,000 over 6y, 0.0% of budgetWorcester Historical Museum: $6,000 over 3y, 0.2% of budgetGirls Incorporated of Worcester: $4,000 over 3y, 0.1% of budgetThe Fort Lewis College Foundation: $3,000 over 3y, 0.0% of budgetPresident and Fellows of Middlebury College: $2,000 over 1y, 0.0% of budgetMiddlesex School: $1,500 over 1y, 0.0% of budgetCommunity Health Center of Cape Cod Inc: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 14.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The C Jean & Myles McDonough Charitable FoundationMA15.8× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The C Jean & Myles McDonough Charitable Foundation · Ruth H & Warren a Ellsworth Foundation · Hermann Foundation Inc · The Fred Harris Daniels Foundation · Stoddard Charitable Trust · Judy and Tony King Foundation · Tonna Charitable Trust · Wyman Gordon · The Fletcher Foundation · The George I Alden Trust · Massachusetts Foundation for the Humanities & Public Policy Inc · Greater Worcester Community Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Richard a Heald Fund with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Richard a Heald Fund?

Find your warmest path to Richard a Heald Fund 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 Richard a Heald Fund

How much does Richard a Heald Fund give?
Richard a Heald Fund reported 21 grants totaling $54,000 in its FY2025 IRS filing. It funded between 20 and 22 organizations a year over FY2020 to FY2024.
What does Richard a Heald Fund fund?
By grant dollars over FY2020 to FY2025, its largest causes are Education (36%), Arts & Culture (26%), Environment (10%).
Who are Richard a Heald Fund's largest grantees?
By total granted over FY2020 to FY2025: Falmouth Academy Inc ($32k), First Unitarian Church ($30k), Bancroft School ($22k).
Does Richard a Heald Fund fund new organizations?
In FY2024, 9% of the organizations it funded were first-time grantees.
Does Richard a Heald Fund accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Richard a Heald Fund?
Its strongest co-funders, measured against what their size predicts, include The C Jean & Myles McDonough Charitable Foundation, Ruth H & Warren a Ellsworth Foundation, Hermann Foundation Inc.
Where is Richard a Heald Fund based?
Richard a Heald Fund is based in TX.

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 37 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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