· Private foundation
Richard a Heald Fund
Its FY2025 filing reports that it accepted unsolicited grant applications.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 67% of RICHARD A HEALD FUND’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k20 grants · $44k
- $10k–50k1 grant · $10k
| Recipient | Amount |
|---|---|
| DANA HALL SCHOOL ANNUAL FUND | $10,000 |
| FIRST UNITARIAN CHURCH | $5,000 |
| FALMOUTH ACADEMY INC | $5,000 |
| WEST FALMOUTH MASSACHUSETTS LIBRARY | $4,500 |
| NEW ENGLAND BOTANIC GARDEN AT TOWER HILL | $3,500 |
| AMERICAN ANTIQUARIAN SOCIETY | $3,000 |
| WORCESTER ART MUSEUM | $3,000 |
| FALMOUTH HISTORICAL SOCIETY | $2,000 |
| WOODS HOLE OCEANOGRAPHIC INST | $2,000 |
| BUZZARDS BAY COALITION | $2,000 |
| WORCESTER HISTORICAL MUSEUM | $2,000 |
| MIDDLESEX SCHOOL | $1,500 |
| NAPLES FL HISTORICAL SOCIETY | $1,500 |
| BANCROFT SCHOOL | $1,500 |
| WCAI CAPE & ISLANDS NPR STATION | $1,500 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY20–25) land where the poverty rate runs at 10%, against an area that typically sits at 7%. 84% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
29 repeat relationships — 18 still active in FY2025, 11 since wound down; 2 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 93% of grant dollars renewed an existing relationship; $4k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- FAFALMOUTH ACADEMY INC6× · 2020–2025 · $32k · revenue +17%
- BSBANCROFT SCHOOL6× · 2020–2025 · $22k · revenue +15%
WORCESTER ART MUSEUM6× · 2020–2025 · $17k · revenue +57%
Funded once
- JGJENNIFER GATES ART THERAPY FDone grant, 2020 · $3k
- PAPresident and Fellows of Middlebury Collegeone grant, 2024 · $2k · revenue -2%
- IGIndividual grant recipientone grant, 2024 · $1k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…
Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…
Williams College strives to achieve educational excellence by fostering a community of learning in collaboration with students, faculty, staff, devoted alumni and parents.
Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…
Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.
Wpi transforms lives, turns knowledge into action to confront global challenges, and revolutionizes stem through distinctive and inclusive education, projects and research. (http://www.wpi.edu/about/mission.html)
Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…
The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.
The mission of westminster college is to help students develop competencies, commitments, and characteristics which have distinguished human beings at their best. see continuation on schedule o.the liberal arts tradition is the foundation…
Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
For reference, the grantee most central to the portfolio’s shape is Falmouth Academy Inc and the most unlike its peers is Worcester Historical Museum. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
16 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 16 of the 37 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds FALMOUTH ACADEMY INC ↗
- Who funds BANCROFT SCHOOL ↗
- Who funds WORCESTER ART MUSEUM ↗
- Who funds AMERICAN ANTIQUARIAN SOCIETY ↗
- Who funds FALMOUTH HISTORICAL SOCIETY INC ↗
- Who funds WOODS HOLE OCEANOGRAPHIC INSTITUTION ↗
- Who funds Yale University ↗
- Who funds PRESERVATION WORCESTER INC ↗
- Who funds ROCKY MOUNTAIN PLANNED PARENTHOOD INC ↗
- Who funds WORCESTER HISTORICAL MUSEUM ↗
- Who funds GIRLS INCORPORATED OF WORCESTER ↗
- Who funds THE FORT LEWIS COLLEGE FOUNDATION ↗
- Who funds BUZZARDS BAY COALITION ↗
- Who funds President and Fellows of Middlebury College ↗
- Who funds MIDDLESEX SCHOOL ↗
- Who funds COMMUNITY HEALTH CENTER OF CAPE COD INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Richard a Heald Fund funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Woods Hole Oceanographic Institution — 63% of income from government
- Buzzards Bay Coalition — 37% of income from government
- Yale University — 12% of income from government
- Preservation Worcester Inc — 10% of income from government
- Community Health Center of Cape Cod Inc — 9% of income from government
- American Antiquarian Society — 7% of income from government
- Worcester Historical Museum — 5% of income from government
- Girls Incorporated of Worcester — 2% of income from government
- President and Fellows of Middlebury College — 1% of income from government
- Worcester Art Museum — 1% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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.