Dan and Terese Heintzelman Family Fnd
The Dan and Terese Heintzelman Family Fnd is a private foundation based in Winchester, Massachusetts. Its 2025 filing reports grants to charitable organizations, primarily in Utah, with additional recipients in New York and Massachusetts.
Dan and Terese Heintzelman Family Fnd at a glance
In short: Dan and Terese Heintzelman Family Fnd gave $590K across 21 grants in 2025 (avg $28K), mostly in Utah. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $589,714
- +66.8% vs 2024
- Grants made (2025)
- 21
- +10.5% vs 2024
- Average grant
- $28,082
- +50.9% vs 2024
- Median grant
- $2,053
- Total assets
- $3,156,106
- -9.6% vs 2024
- New grantees (estimate)
- 19% first-time grantees (4 of 21, 2025; small sample)
- Primary geography
- Utah (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Dan and Terese Heintzelman Family Fnd
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 50 Myrtle Terrace, Winchester, MA 01890
Phone: (617) 276-6407
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Dan and Terese Heintzelman Family Fnd funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Park City Education Foundation ($200K). Together the top 10 received $578K.
Grant Size Distribution
91 grants across all recorded years
The most common grant size was under $50K: 73 grants of 91 (80%).
Geographic Focus
Where this funder awards grants
In 2025, 84% of grant dollars went to recipients in Utah, 9% to New York, and 7% to Massachusetts. The filing also lists recipients in California and New Jersey, each representing less than 1% of grant dollars.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Is Dan and Terese Heintzelman Family Fnd open to new grantees?
19%
first-time grantees, 2025
In 2025, 4 of 21 grantees (19%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $889; repeat grants $34K. How we count
Medians: $1K first-time, $10K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 278% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $354K (2024) to $700K (2020). In 2025 it made 21 grants totaling $590K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Park City Education Foundation Park City, UT | Project/Program Support | $200,000 |
| Park City Community Foundation Park City, UT | Program /Project Support | $150,000 |
| Egyptian Theater Park City, UT | Program /Project Support | $60,000 |
| The People Health Clinic Park City, UT | Program/ Project Support | $50,107 |
| Clarkson University Potsdam, NY | Scholarships for Eight Students | $50,000 |
| KPCW Broadcasters Club Park City, UT | Program /Project Support | $35,000 |
| Association to Preserve Cape Cod Dennis, MA | Program /Project Support | $10,000 |
| Community Servings Inc Jamaica Plain, MA | Program /Project Support | $10,000 |
| MGH Fund Boston, MA | Program /Project Support | $10,000 |
| Italian-American Charity Golf Assoc Jamestown, NY | Program /Project Support | $2,500 |
Ready to take the next step with Dan and Terese Heintzelman Family Fnd?
Financial History
Multi-year comparison from IRS filings
The 2025 filing reports 21 grants; the 2024 and 2023 filings report 19 and 17 grants, respectively.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,156,106 | $292,374 | $630,100 | $589,714 | 21 | $592,900 | $257,674 | $213,405 |
| 2024 | $3,492,170 | $224,717 | $393,320 | $353,500 | 19 | $355,352 | $188,993 | $213,303 |
| 2023 | $3,657,621 | $331,195 | $575,587 | $539,053 | 17 | $542,550 | $293,658 | $202,009 |
| 2022 | $3,898,262 | $-59,245 | $556,171 | $507,700 | 18 | $510,821 | $31,587 | $232,026 |
| 2021 | $4,509,901 | $679,689 | $555,685 | $491,526 | 16 | $492,218 | $533,970 | $279,696 |
| 2020 | $4,470,872 | $1,389,514 | $737,305 | $700,115 | 17 | — | $1,251,729 | $240,131 |
Under IRS private-foundation payout rules, Dan and Terese Heintzelman Family Fnd reported a distributable amount of $213K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filing does not state a mission. Its 2025 grants show support for education, community organizations, health services, arts and culture, broadcasting, and environmental preservation. For example, Park City Education Foundation says it supports educator-led initiatives to help students reach their potential; Community Servings says it provides medically tailored meals and groceries to people who are chronically or critically ill and their families; and the Association to Preserve Cape Cod says it promotes policies and programs to preserve Cape Cod’s natural resources.
Grantmaking
In 2025, the foundation reported 21 grants totaling $589,714. Grants ranged from $500 to $200,000, with a median of $2,053. Its largest awards included $200,000 to Park City Education Foundation, $150,000 to Park City Community Foundation, $60,000 to Egyptian Theater, $50,107 to The People Health Clinic, and $50,000 to Clarkson University for scholarships for eight students. Other reported grants included $35,000 to KPCW Broadcasters Club and $10,000 each to the Association to Preserve Cape Cod, Community Servings, and MGH Fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Daniel C. Heintzelman as president, Terese Heintzelman as secretary, Lori J. Gregg as treasurer, and Timothy D. Heintzelman and Kimberly Lavoie as directors.
Dan and Terese Heintzelman Family Fnd is led by Daniel C. Heintzelman, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel C. Heintzelman
President
On filings since 2020
2 hrs/week
No compensation reported
Timothy D. Heintzelman
Director
On filings since 2020
1 hr/week
No compensation reported
Kimberly Lavoie
Director
On filings since 2023
1 hr/week
No compensation reported
Terese Heintzelman
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Lori J. Gregg
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Former officers (2)
- Former: Kimberly T. Heintzelman (2020–2022) — Director
- Former: Lori J. Heintzelman (2020) — Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Dan and Terese Heintzelman Family Fnd
How much does Dan and Terese Heintzelman Family Fnd give each year?
Dan and Terese Heintzelman Family Fnd gave $590K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $354K across 19 grants.
What is Dan and Terese Heintzelman Family Fnd's typical grant size?
Dan and Terese Heintzelman Family Fnd's median grant in 2025 was $2,053, and its average grant was $28,082, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dan and Terese Heintzelman Family Fnd that year got $889 on average.
Where does Dan and Terese Heintzelman Family Fnd give grants?
Dan and Terese Heintzelman Family Fnd gives mostly in Utah: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (9%) and Massachusetts (7%). The most frequent recipient cities were Park City, UT (5 grants), Boston, MA (3 grants) and Dennis, MA (2 grants).
Does Dan and Terese Heintzelman Family Fnd give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on Dan and Terese Heintzelman Family Fnd's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program /Project Support" (18 grants).
Who are Dan and Terese Heintzelman Family Fnd's largest grantees?
Dan and Terese Heintzelman Family Fnd's largest 2025 grantees include Park City Education Foundation ($200,000), Park City Community Foundation ($150,000) and Egyptian Theater ($60,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Dan and Terese Heintzelman Family Fnd?
Dan and Terese Heintzelman Family Fnd reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $593K in qualifying distributions that year, against a required minimum of $213K (roughly 5% of its investment assets).
What does Dan and Terese Heintzelman Family Fnd fund?
The foundation’s filing does not state a mission. Its 2025 grants show support for education, community organizations, health services, arts and culture, broadcasting, and environmental preservation. See mission & focus areas ↑
How do I apply for a grant from Dan and Terese Heintzelman Family Fnd?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Dan and Terese Heintzelman Family Fnd's EIN?
Dan and Terese Heintzelman Family Fnd's EIN (Employer Identification Number) is 46-5615275. IRS Form 990 filing data is available on this page for 2020–2025.
Does Dan and Terese Heintzelman Family Fnd accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Dan and Terese Heintzelman Family Fnd funder profile. GrantGraph. Retrieved October 8, 2026, from https://grantable.co/funders/dan-and-terese-heintzelman-family-fnd-morg_9472dd1a4a5349efb082ef05a07cdc87
BibTeX
@misc{grantable_465615275_2026,
author = {{Grantable}},
title = {{Dan and Terese Heintzelman Family Fnd funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/dan-and-terese-heintzelman-family-fnd-morg_9472dd1a4a5349efb082ef05a07cdc87},
note = {Accessed 2026-10-08. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Dan and Terese Heintzelman Family Fnd's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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