AUMdb

Richard A Heald Fund Trust

EIN 237046062 · 501(c)(3) · Private foundation · Dallas, TX · recognized 1969

Assets
$1.4M
Revenue
$77.1K
Expenses
$82.1K
Investment income
$67.5K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Bank Of America N A Agent for trustee $9,252 $0
Mrs Nina Heald Webber Co-trustee $0 $0
Richard A Heald Ii Co-trustee $0 $0
Deborah G Allen Co-trustee $0 $0