Dan and Terese Heintzelman Family Fnd
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
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
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL C HEINTZELMAN | PRESIDENT | 2 | — |
| TERESE HEINTZELMAN | SECRETARY | 2 | — |
| LORI J GREGG | TREASURER | 1 | — |
| TIMOTHY D HEINTZELMAN | DIRECTOR | 1 | — |
| KIMBERLY LAVOIE | DIRECTOR | 1 | — |
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 ProgramSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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