Private foundation
RICHARD A HEALD FUND TRUST
DALLAS, TXEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
DALLAS, TXEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $84,057 | $67,512 | $58,944 | $1,149,849 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| DANA HALL SCHOOL ANNUALWELLESLEY, MA | UNRESTRICTED GENERAL | $10,000 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mrs Nina Heald Webber | CO-TRUSTEE | 1 | $0 |
| Bank Of America N A | AGENT FOR TRUSTEE | 1 | $9,522 |
| Richard A Heald Ii | CO-TRUSTEE | 1 | $0 |
| Deborah G Allen | CO-TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,149,849 |
| FY2024 | 990-PF | $77,116 | $82,060 | $74,788 | $1,134,216 | $1,134,216 |
| FY2023 | 990-PF | $74,260 | $83,890 | $77,257 | $1,138,989 | $1,138,989 |
| FY2022 | 990-PF | $52,492 | $80,895 | $74,130 | $1,147,814 | $1,147,814 |
| FY2021 | 990-PF | $77,074 | $83,182 | $74,338 | $1,177,941 | $1,177,941 |
| FY2020 | 990-PF | $92,088 | $80,570 | $74,474 | $1,185,449 | $1,185,449 |
| UNRESTRICTED GENERAL |
| $10,000 |
| 2022 |
| DANA HALL SCHOOL ANNUAL FUNDWELLESLEY, MA | UNRESTRICTED GENERAL | $10,000 | 2025 |
| DANA HALL SCHOOL ANNUALWELLESLEY, MA | UNRESTRICTED GENERAL | $10,000 | 2021 |
| DANA HALL SCHOOL ANNUAL FUNDWELLESLEY, MA | UNRESTRICTED GENERAL | $10,000 | 2024 |
| DANA HALL SCHOOL ANNUAL FUNDWELLESLEY, MA | UNRESTRICTED GENERAL | $10,000 | 2023 |
| RALPH B WEBER UROLOGY FUND - MA GENERALBOSTON, MA | UNRESTRICTED GENERAL | $8,000 | 2023 |
| THE RALPH B WEBBERBOSTON, MA | UNRESTRICTED GENERAL | $8,000 | 2020 |
| THE RALPH B WEBBERBOSTON, MA | UNRESTRICTED GENERAL | $8,000 | 2022 |
| RALPH B WEBER UROLOGY FUND - MA GENERALBOSTON, MA | UNRESTRICTED GENERAL | $8,000 | 2024 |
| THE RALPH B WEBBERBOSTON, MA | UNRESTRICTED GENERAL | $8,000 | 2021 |
| FALMOUTH ACADEMYFALMOUTH, MA | UNRESTRICTED GENERAL | $6,000 | 2020 |
| WEST FALMOUTH MASSACHUSETTS LIBRARYWEST FALMOUTH, MA | UNRESTRICTED GENERAL | $6,000 | 2024 |
| FALMOUTH ACADEMYFALMOUTH, MA | UNRESTRICTED GENERAL | $6,000 | 2021 |
| FALMOUTH ACADEMY INCFALMOUTH, MA | UNRESTRICTED GENERAL | $6,000 | 2023 |
| WEST FALMOUTH MASSACHUSETTS LIBRARYWEST FALMOUTH, MA | UNRESTRICTED GENERAL | $6,000 | 2023 |
| TOWER HILL BOTANIC GARDENBOYLSTON, MA | UNRESTRICTED GENERAL | $5,000 | 2020 |
| AMERICAN ANTIQUARIAN SOCIETYWORCESTER, MA | UNRESTRICTED GENERAL | $5,000 | 2023 |
| FALMOUTH ACADEMY INCFALMOUTH, MA | UNRESTRICTED GENERAL | $5,000 | 2025 |
| NEW ENGLAND BOTANIC GARDEN AT TOWER HILLBOYLSTON, MA | UNRESTRICTED GENERAL | $5,000 | 2024 |
| TOWER HILL BOTANIC GARDENBOYLSTON, MA | UNRESTRICTED GENERAL | $5,000 | 2021 |
| FIRST UNITARIAN CHURCHWORCESTER, MA | UNRESTRICTED GENERAL | $5,000 | 2022 |
| AMERICAN ANTIQUARIANWORCESTER, MA | UNRESTRICTED GENERAL | $5,000 | 2022 |
| AMERICAN ANTIQUARIANWORCESTER, MA | UNRESTRICTED GENERAL | $5,000 | 2021 |
| FALMOUTH ACADEMY INCFALMOUTH, MA | UNRESTRICTED GENERAL | $5,000 | 2024 |
| 1 |
| $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.