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· Private foundation

Richard a Heald Fund

Its FY2025 filing reports that it accepted unsolicited grant applications.

$54k
Granted FY2025still arriving
21
Grants FY2025still arriving
4
States reached
$10k
Largest
01What it funds
0192% 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
02FY2025 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k20 grants · $44k
  • $10k–50k1 grant · $10k
$2,000
Median grant
4
States reached
$1.1M
Total assets
Largest grants
RecipientAmount
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
NAPLES FL HISTORICAL SOCIETY$1,500
BANCROFT SCHOOL$1,500
MIDDLESEX SCHOOL$1,500
WCAI CAPE & ISLANDS NPR STATION$1,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 10%, against an area that typically sits at 7%. 84% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%DANA HALL SCHOOL ANNUAL: $10k → 7%BANCROFT SCHOOL: $4k → 11%RALPH B WEBER UROLOGY FUND - MA GENERAL: $8k → 16%DANA HALL SCHOOL ANNUAL FUND: $10k → 7%BANCROFT SCHOOL: $4k → 11%THE RALPH B WEBBER: $8k → 16%DANA HALL SCHOOL ANNUAL: $10k → 7%FALMOUTH ACADEMY: $6k → 8%BANCROFT SCHOOL: $4k → 11%RALPH B WEBER UROLOGY FUND - MA GENERAL: $8k → 16%DANA HALL SCHOOL ANNUAL FUND: $10k → 7%FALMOUTH ACADEMY INC: $6k → 8%BANCROFT SCHOOL: $4k → 11%THE RALPH B WEBBER: $8k → 16%DANA HALL SCHOOL ANNUAL FUND: $10k → 7%FALMOUTH ACADEMY: $6k → 8%BANCROFT SCHOOL: $4k → 11%THE RALPH B WEBBER: $8k → 16%DANA HALL SCHOOL ANNUAL: $10k → 7%FALMOUTH ACADEMY INC: $5k → 8%FALMOUTH ACADEMY INC: $5k → 8%GIRLS INC: $4k → 11%FALMOUTH ACADEMY: $4k → 8%GIRLS INC: $3k → 11%FALMOUTH HISTORICAL SOCIETY: $4k → 8%GIRLS INC: $3k → 11%JENNIFER GATES ART THERAPY FD: $3k → 8%AMERICAN ANTIQUARIAN: $5k → 11%FIRST UNITARIAN CHURCH: $5k → 11%AMERICAN ANTIQUARIAN: $5k → 11%FIRST UNITARIAN CHURCH: $5k → 11%AMERICAN ANTIQUARIAN SOCIETY: $5k → 11%AMERICAN ANTIQUARIAN SOCIETY: $5k → 11%FIRST UNITARIAN CHURCH: $5k → 11%FIRST UNITARIAN CHURCH: $5k → 11%AMERICAN ANTIQUARIAN: $5k → 11%FIRST UNITARIAN CHURCH: $5k → 11%FIRST UNITARIAN CHURCH: $5k → 11%AMERICAN ANTIQUARIAN SOCIETY: $3k → 11%WORCESTER ART MUSEUM: $3k → 11%WORCESTER ART MUSEUM: $3k → 11%WORCESTER ART MUSEUM: $3k → 11%NEW ENGLAND BOTANIC GARDEN AT TOWER HILL: $5k → 11%TOWER HILL BOTANIC GARDEN: $5k → 11%TOWER HILL BOTANIC GARDEN: $5k → 11%NEW ENGLAND BOTANIC GARDEN AT TOWER HILL: $5k → 11%TOWER HILL BOTANIC GARDEN: $5k → 11%NEW ENGLAND BOTANIC GARDEN AT TOWER HILL: $4k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$384k · 29 repeat orgs$12k to everyone else

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

Re-uppedFunded once

Organizations

29
5

Total granted

$384k
$8k

Median revenue growth · since first grant

+26%
+29%

Still filing today

38%
40%

New vs renewed · share of each year

In FY2025, 93% of grant dollars renewed an existing relationship; $4k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
EducationArts & CultureHealthScience & TechEnvironmentOther
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.

Backed again, and grew

  • FA
    FALMOUTH ACADEMY INC
    6× · 2020–2025 · $32k · revenue +17%
  • BS
    BANCROFT SCHOOL
    6× · 2020–2025 · $22k · revenue +15%
  • WORCESTER ART MUSEUM
    6× · 2020–2025 · $17k · revenue +57%

Funded once

  • JG
    JENNIFER GATES ART THERAPY FD
    one grant, 2020 · $3k
  • PA
    President and Fellows of Middlebury College
    one grant, 2024 · $2k · revenue -2%
  • IG
    Individual grant recipient
    one grant, 2024 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
President and Trustees of Bates College

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…

Education
3
Wheaton College

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…

Education
4
Williams College

Williams College strives to achieve educational excellence by fostering a community of learning in collaboration with students, faculty, staff, devoted alumni and parents.

Education
5
Saint Anselm College

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…

Education
6
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
7
Worcester Polytechnic Institute

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)

—
8
Wentworth Institute of Technology Inc

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…

Education
9
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
10
Westminster College

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…

Education
11
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
12
University of New Haven

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…

Education
How this is measured
The grantee most central to the portfolio’s shape is Falmouth Academy Inc; 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.
04the grantee network

16 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
16/16
Grantees still filing
13/16
Grew since first funded

Where the money sits, by cause and then by grantee

DANA HALL SCHOOL ANNUAL: $30,000 · OtherDANA HALL SCHOOL ANNUALFIRST UNITARIAN CHURCH: $30,000 · OtherFIRST UNITARIAN CHURCHDANA HALL SCHOOL ANNUAL FUND: $30,000 · OtherDANA HALL SCHOOL ANNUAL FUNDTHE RALPH B WEBBER: $24,000 · OtherTHE RALPH B WEBBERWEST FALMOUTH MASSACHUSETTS LIBRARY: $16,500 · OtherWEST FALMOUTH MASSACHUSETTS LIBRARYRALPH B WEBER UROLOGY FUND - MA GENERAL: $16,000 · OtherRALPH B WEBER UROLOGY FUND - MA GENERALIndividual grant recipient: $15,000 · OtherIndividual grant recipientTOWER HILL BOTANIC GARDEN: $15,000 · OtherTOWER HILL BOTANIC GARDENNEW ENGLAND BOTANIC GARDEN AT TOWER HILL: $13,500 · OtherFALMOUTH HISTORICAL SOCIETY INC: $12,000 · OtherGIRLS INC: $10,000 · Other+12 more: $60,000 · Other+12 moreFALMOUTH ACADEMY INC: $32,000 · EducationFALMOUTH ACADEMY INCBANCROFT SCHOOL: $21,500 · EducationBANCROFT SCHOOLAMERICAN ANTIQUARIAN SOCIETY: $13,000 · EducationAMERICAN ANTIQUARIAN SO…Yale University: $10,000 · EducationYale UniversityTHE FORT LEWIS COLLEGE FOUNDATION: $3,000 · Education+2 more: $3,500 · EducationWORCESTER ART MUSEUM: $17,000 · Arts & CulturePRESERVATION WORCESTER INC: $6,000 · Arts & CultureWORCESTER HISTORICAL MUSEUM: $6,000 · Arts & CultureWOODS HOLE OCEANOGRAPHIC INSTITUTION: $12,000 · Science & TechROCKY MOUNTAIN PLANNED PARENTHOOD INC: $6,000 · HealthCOMMUNITY HEALTH CENTER OF CAPE COD INC: $1,000 · HealthBUZZARDS BAY COALITION: $2,000 · Environment
Other$272,000Education$83,000Arts & Culture$29,000Science & Tech$12,000Health$7,000Environment$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetYale University: $10,000 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 ↗

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.

How much its grantees rely on government

Each dot is one organization Richard a Heald Fund funds: left to right is the share of its income from government, bottom to top the share from Richard a Heald Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 9%
  • 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
no gov moneyreceives it· size = income
3get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

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.

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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