Dan and Terese Heintzelman Family Fnd

WINCHESTER, MA EIN: 46-5615275

The Dan and Terese Heintzelman Family Foundation is a private foundation based in Winchester, Massachusetts, established in 2014. As a 501(c)(3) organization, the foundation operates with no employees and focuses on philanthropic grantmaking to support various causes across multiple states.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$354K

-34.4% YoY

Grant Count

19

+11.8% YoY

Avg Grant Size

$19K

-41.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding priorities include:

  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Health Care
  • Community and School Garden Grants
  • Environmental Education

The foundation primarily supports program and project support initiatives.

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation makes grants primarily in:

  • Massachusetts
  • Utah
  • New York

Grant Distribution by State

7states

Cities

ARLINGTONBOSTONBREWSTERBROOKLINECHICAGODENNISFALMOUTHHYANNISJAMAICA PLAINJAMESTOWNLEXINGTONLINCOLNNEEDHAMNEW YORKPARK CITYPEBBLE BEACHPHOENIXPOTSDAMRANDOLPHRYE BROOK

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total assets: $3,492,170
  • Total revenues: $224,717
  • Total expenses: $393,320
  • Investment income and dividends: $82,018
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$175K$350K$525K$700K17 grants202016 grants202118 grants202217 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PARK CITY COMMUNITY FOUN…$150KCLARKSON UNIVERSITY$63KTHE PEOPLE HEALTH CLINIC$50KASSOCIATION TO PRESERVE …$20KCOMMUNITY SERVINGS INC$10KEGYPTIAN THEATER$10KKPCW BROADCASTERS CLUB$10KMGH FUND$10KBREWSTER GOOD NEIGHBOR F…$10KTHE NEIGHBORS FUND$5K

Grant Size Distribution

87 grants across all recorded years

68<$50K9$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Park City Community Foundation ($150,000), Clarkson University ($62,500), The People Health Clinic ($50,000).

RecipientPurposeAmount
ASSOCIATION TO PRESERVE CAPE COD DENNIS, MAPROGRAM /PROJECT SUPPORT$20,000
BREWSTER WHITECAPS BREWSTER, MAPROGRAM /PROJECT SUPPORT$2,000
CLARKSON UNIVERSITY POTSDAM, NYSCHOLARSHIPS FOR EIGHT STUDENTS$62,500
COMMUNITY SERVINGS INC JAMAICA PLAIN, MAPROGRAM /PROJECT SUPPORT$10,000
EGYPTIAN THEATER PARK CITY, UTPROGRAM /PROJECT SUPPORT$10,000
GLOBE SANTA FUND TRUST RANDOLPH, MAPROGRAM /PROJECT SUPPORT$1,000
ITALIAN-AMERICAN CHARITY GOLF ASSOC JAMESTOWN, NYPROGRAM /PROJECT SUPPORT$2,500
KPCW BROADCASTERS CLUB PARK CITY, UTPROGRAM /PROJECT SUPPORT$10,000
MGH FUND BOSTON, MAPROGRAM /PROJECT SUPPORT$10,000
PARK CITY COMMUNITY FOUNDATION PARK CITY, UTPROGRAM /PROJECT SUPPORT$150,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DANIEL C HEINTZELMANPRESIDENT2
TERESE HEINTZELMANSECRETARY2
LORI J GREGGTREASURER1
TIMOTHY D HEINTZELMANDIRECTOR1
KIMBERLY LAVOIEDIRECTOR1

Recent News & Activity

Recent developments and announcements

The foundation has supported educational initiatives, including the Heintzelman Scholars Program at Clarkson University, which provides scholarships for Cape Cod students pursuing undergraduate studies.

Clarkson University Introduces Heintzelman Scholars Program

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Dan and Terese Heintzelman Family Fnd fund?

The foundation's primary funding priorities include: • Philanthropy, Voluntarism & Grantmaking • Human Services • Health Care • Community and School Garden Grants • Environmental Education The foundation primarily supports program and project support initiatives.

How do I apply for a grant from Dan and Terese Heintzelman Family Fnd?

**Grant Activity (2024)** • Total giving: $353,500 • Number of grants: 17 • Typical award range: $500–$200,000 **Recent Grants (2024)** • Park City Community Foundation: $150,000 (Program/Project Support) • Clarkson University: $62,500 (Scholarships for Eight Students) • People's Health Clinic: $50,000 (Program/Project Support) • Winchester Cooperative Nursery School: $1,000 (Program/Project Support) • Italian American Charity Golf Association: $2,500 (Program/Project Support) • Brewster Whitec…

Where does Dan and Terese Heintzelman Family Fnd make grants?

The foundation makes grants primarily in: • Massachusetts • Utah • New York

What size grants does Dan and Terese Heintzelman Family Fnd award?

In 2024, Dan and Terese Heintzelman Family Fnd awarded 19 grants totaling $354K — an average of about $19K per grant, based on its IRS Form 990 filings.

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 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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