Nonprofit · EIN 23-7046062
RICHARD A HEALD FUND TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $84,057 | $67,512 | $16,545 | $1,149,849 | $0 | $1,149,849 |
| December 31, 2024 | 990-PF | $77,116 | $82,060 | -$4,944 | $1,134,216 | $0 | $1,134,216 |
| December 31, 2023 | 990-PF | $74,260 | $83,890 | -$9,630 | $1,138,989 | $0 | $1,138,989 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $58,477
- Net gain from sales of assets
- $25,580
Expenses
- Grants and similar amounts paid
- $54,000
- Compensation of officers, directors and key employees
- $9,522
- Disbursements for charitable purposes
- $58,944
- Excise tax on investment income
- $1,067
Balance sheet and other
- Total assets, start of year
- $1,134,216
- Total assets, end of year
- $1,149,849
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,149,849
- Fair market value of assets
- $1,529,064
- Qualifying distributions
- $58,944
- Net investment income
- $83,406
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR TRUSTEE | 1 | $9,522 |
| MRS NINA HEALD WEBBER 3435 GOLFSIDE DR, NAPLES, FL 341107008 | CO-TRUSTEE | 1 | $0 |
| RICHARD A HEALD II 45 ELIOT AVE, NEWTON, MA 02465 | CO-TRUSTEE | 1 | $0 |
| DEBORAH G ALLEN 72 SILVER MOUNTAIN LN, DURANGO, CO 813016527 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR TRUSTEE | 1 | $9,252 |
| MRS NINA HEALD WEBBER 3435 GOLFSIDE DR, NAPLES, FL 341107008 | CO-TRUSTEE | 1 | $0 |
| RICHARD A HEALD II 45 ELIOT AVE, NEWTON, MA 02465 | CO-TRUSTEE | 1 | $0 |
| DEBORAH G ALLEN 72 SILVER MOUNTAIN LN, DURANGO, CO 813016527 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR TRUSTEE | 1 | $8,758 |
| JAMES N HEALD 2ND 9 BURGESS ROAD, WORCESTER, MA 01609 | CO-TRUSTEE | 1 | $0 |
| MRS NINA HEALD WEBBER 126 WESTFIELD STREET, DEDHAM, MA 02026 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % RICHARD A HEALD
- Signed the 990-PF
- RICHARD A HEALD 2ND, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7046062
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,149,849
- Income (IRS master file)
- $527,116
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $84,057 | $67,512 | $1,149,849 | IRS |
| 990-PF | December 2024 | $77,116 | $82,060 | $1,134,216 | XML |
| 990-PF | December 2023 | $74,260 | $83,890 | $1,138,989 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7046062).
Questions about RICHARD A HEALD FUND TRUST
- What is the EIN of RICHARD A HEALD FUND TRUST?
- The employer identification number (EIN) of RICHARD A HEALD FUND TRUST is 23-7046062.
- Is RICHARD A HEALD FUND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to RICHARD A HEALD FUND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD A HEALD FUND TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD A HEALD FUND TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD A HEALD FUND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RICHARD A HEALD FUND TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $9,522 (BANK OF AMERICA N A, AGENT FOR TRUSTEE).
- How much revenue does RICHARD A HEALD FUND TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $84,057, expenses of $67,512 and total assets of $1,149,849 at year end.
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