The Rhode Island State Capitol

Form 990-PFTax year 2020EIN 04-6028076

Co-Tr UA Heald Foundation

A private foundation in Providence, RI. Its return for tax year 2020 lists 4 grants and $27,404 paid in grants.

Tax year 2020 (period ending Dec 31, 2020), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

2 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2020

    $27,404

    Grants listed
    4
    Assets, end of year
    $0
  • Tax year 2019

    $13,000

    Grants listed
    4
    Assets, end of year
    $28,807

Grants paid in 2020

4 grants, largest first

As listed on the return.

  1. Tower Hill Botanic GardenBoylston, MA

    Unrestricted general

    $11,702
  2. First Unitarian ChurchWorcester, MA

    Unrestricted general

    $11,702
  3. Deerfield AcademyDeerfield, MA

    Unrestricted general

    $2,000
  4. Worcster Garden Club IncPrinceton, MA

    Unrestricted general

    $2,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment1 grant $11,70285% of the total
  2. Education1 grant $2,00015% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts4 grants $27,404

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • James N Heald 2ndTRUSTEE Hours 1Pay $0
  • Bank of America N AAGENT FOR FIDUCIARY Hours 1Pay $87

The return

More foundations

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Same main cause (environment), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Hiebert Charitable FoundationProvidence, RI 2 grants Preselected only $13,000 giving
  2. Lyn & Margaret Comfort Charitable FoundationNewport, RI 25 grants Preselected only $27,750 giving
  3. The Russell A Boss Family FoundationNarragansett, RI 6 grants Preselected only $18,500 giving
  4. Sheila Navarre Enos Charitable Foundation TrustTucson, AZ 3 grants Preselected only $27,493 giving
  5. Lakala Family FoundationSacramento, CA 2 grants Preselected only $27,500 giving