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Massachusetts · Private foundation

The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$421k
Granted FY2025(still arriving)
10
Grants FY2025
11
Organizations funded FY2024
27%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$15,000
Largest grant, FY2025
$262,000
Organizations funded a year
11 to 23
FY2020 to FY2024
States reached, FY2025
3
Total assets, FY2025
$9.7M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 27% of the organizations The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust funded were first-time grantees, receiving 12% of its grant dollars.

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $31k 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
Recreation & SportsArts & CultureEducationHuman ServicesOther
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 arriving10$421k10%
FY202411$246k27%
FY202317$95k12%
FY202216$434k19%
FY202123$172k39%
FY202023$355kn/a
100% classified

What it funded, over time

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

Education$2.5MArts & Culture$908kHealth$318kReligion$70kScience & Tech$68kHousing & Shelter$21kRecreation & Sports$15kFood & Nutrition$8kOther$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
Peabody Essex Museum Inc$785,25061%
Holderness School$130,00020%
Boston Symphony Orchestra Inc$60,50050%
Museum of Fine Arts$47,40060%
Pine Street Inn Inc$21,00030%
Herreshoff Marine Museum$10,00011%
The Sailing Foundation of New York Inc$10,00023%
Marblehead Food Pantry Inc$5,75041%
Mass General Brigham Incorporated$5,0001n/a
Friends of the Park on Elm Street Inc$5,00012%
Show all 24 grantees
All grantees of The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
Peabody Essex Museum Inc$785,25061%
Holderness School$130,00020%
Boston Symphony Orchestra Inc$60,50050%
Museum of Fine Arts$47,40060%
Pine Street Inn Inc$21,00030%
Herreshoff Marine Museum$10,00011%
The Sailing Foundation of New York Inc$10,00023%
Marblehead Food Pantry Inc$5,75041%
Mass General Brigham Incorporated$5,0001n/a
Friends of the Park on Elm Street Inc$5,00012%
My Brother's Table Inc$2,00040%
152 Commonwealth Foundation Inc$1,50021%
WGBH Educational Foundation$1,25530%
Bancroft School$1,20030%
Scholarship America Inc$1,0754n/a
Mass General Brigham Incorporated$1,0001n/a
Associates of Boston Public Library Inc$1,00010%
McPherson College$1,00010%
Marblehead Counseling Center$90030%
New England Conservatory of Music$90040%
Pleon Yacht Club$40020%
The Winsor School$35010%
Abbot Public Library Foundation Inc$35010%
Marblehead Museum & Historical Society Inc$15010%

What it could do for these grantees

Plus 17 recipients with no EIN on record ($629k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPeabody Essex Museum Inc: $785,250 over 6y, 1.0% of budgetHolderness School: $130,000 over 2y, 0.3% of budgetBoston Symphony Orchestra Inc: $60,500 over 5y, 0.0% of budgetMuseum of Fine Arts: $47,400 over 6y, 0.0% of budgetPine Street Inn Inc: $21,000 over 3y, 0.0% of budgetHerreshoff Marine Museum: $10,000 over 1y, 0.5% of budgetThe Sailing Foundation of New York Inc: $10,000 over 2y, 3.1% of budgetMarblehead Food Pantry Inc: $5,750 over 4y, 1.1% of budgetFriends of the Park on Elm Street Inc: $5,000 over 1y, 2.2% of budgetMy Brother's Table Inc: $2,000 over 4y, 0.0% of budget152 Commonwealth Foundation Inc: $1,500 over 2y, 0.6% of budgetWGBH Educational Foundation: $1,255 over 3y, 0.0% of budgetBancroft School: $1,200 over 3y, 0.0% of budgetAssociates of Boston Public Library Inc: $1,000 over 1y, 0.1% of budgetMcPherson College: $1,000 over 1y, 0.0% of budgetMarblehead Counseling Center: $900 over 3y, 0.1% of budgetNew England Conservatory of Music: $900 over 4y, 0.0% of budgetPleon Yacht Club: $400 over 2y, 0.1% of budgetThe Winsor School: $350 over 1y, 0.0% of budgetAbbot Public Library Foundation Inc: $350 over 1y, 0.3% of budgetMarblehead Museum & Historical Society Inc: $150 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 21.

Nonprofits that may fit its grantmaking

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.

Ge Aerospace FoundationCT17.5× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Ge Aerospace Foundation · Eastern Bank Foundation · Boston Foundation Inc · The Coughlin Family Trust · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Morgan Stanley Global Impact Funding Trust Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Amazonsmile Foundation

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 The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust?

Find your warmest path to The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust 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 The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust

How much does The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust give?
The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust reported 10 grants totaling $421,000 in its FY2025 IRS filing. It funded between 11 and 23 organizations a year over FY2020 to FY2024.
What does The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust fund?
By grant dollars over FY2020 to FY2025, its largest causes are Education (63%), Arts & Culture (24%), Health (8%).
Who are The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust's largest grantees?
By total granted over FY2020 to FY2025: Peabody Essex Museum Inc ($785k), Holderness School ($130k), Boston Symphony Orchestra Inc ($61k).
Does The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust fund new organizations?
In FY2024, 27% of the organizations it funded were first-time grantees.
Does The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust 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.
Which funders back the same organizations as The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Ge Aerospace Foundation, Eastern Bank Foundation, Boston Foundation Inc.
Where is The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust based?
The Ulf B Heide and Elizabeth C Heide Foundation Charitable Trust is based in MA.

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 42 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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