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Health Research and Educational Trust

CHICAGO, IL EIN: 36-2203931 Website

HRET is principally organized to assist health care organizations and the communities they serve to improve the efficiency, quality & accessibility of health care services by conducting applied research and demonstration projects & disseminating results through education, publications, & other media.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15.2M

-4.8% YoY

Annual Giving

$120K

-7.7% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$40K

+23.1% YoY

About Health Research and Educational Trust

Based on IRS filings

Health Research and Educational Trust is a nonprofit organization focused on Health, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.2M in total assets. In 2024, it awarded 3 grants totaling $120K. Net investment income was $237K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

18states
+10 more states

Cities

ArlingtonBostonBuffaloCharlestonChillicotheColdwaterColumbiaConcordEnglewoodFort WorthHagerstownHelenaHollywoodHoustonJoplinLos AngelesNew HavenNew Hyde ParkNew YorkOrlando

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$7M$11M$14M20202021202220232024
Metric202420232022
Total Assets$15,211,006$15,980,943$19,822,762
Revenue$6,636,124$10,196,871$11,413,974
Expenses$9,106,022$12,176,262$12,763,842
Qualifying Distributions
Net Investment Income$236,587$519,248$242,268
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$66K$132K$198K$264K5 grants202017 grants20215 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

BOSTON MEDICAL CENTER$100KENGLEWOOD HEALTH$10KNEW YORK PRESBYTERIAN HO…$10K

Grant Size Distribution

34 grants across all recorded years

28<$50K1$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

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

Nancy A Myers PhDVP Leadership & System Innov…$272KMarie Cleary-FishmanVP Clinical Quality$267KDaniel J DelgadoSenior Director of Finance a…$211KANDREW J JAGERSR DIRECTOR, POP HEALTH$184KKRISTIN L PREIHSSR DIRECTOR CLINICAL QUALITY$170K

From 2024 filing

NameTitleHoursCompensation
CHRISTOPHER M DERIENZOPRESIDENT1
HEIDI DUNCANCHAIR5
RUSSELL R GRONEWOLDBOARD MEMBER1
ANDREW J JAGERSR DIRECTOR, POP HEALTH40$184,018
Daniel J DelgadoSenior Director of Finance and Compliance40$210,954
KRISTIN L PREIHSSR DIRECTOR CLINICAL QUALITY40$169,884
Marie Cleary-FishmanVP Clinical Quality40$266,924
Nancy A Myers PhDVP Leadership & System Innovation40$272,262

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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