Healthcare Initiative Foundation
The Healthcare Initiative Foundation is a private foundation based in Germantown, Maryland. It funds organizations that provide healthcare and improve access to health services for underinsured, uninsured, and low-income Montgomery County residents.
Healthcare Initiative Foundation at a glance
In short: Healthcare Initiative Foundation gave $1.2M across 63 grants in 2025 (avg $19K), mostly in Maryland. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,224,549
- +13.4% vs 2024
- Grants made (2025)
- 63
- +34.0% vs 2024
- Average grant
- $19,437
- -15.4% vs 2024
- Median grant
- $15,000
- Total assets
- $30,100,506
- -1.5% vs 2024
- New grantees (estimate)
- 15% first-time grantees (6 of 40, 2025)
- Primary geography
- Maryland (86% 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 Healthcare Initiative Foundation
- How to Apply
-
Applications, grant agreements, and follow-up reports are submitted through the Foundation’s online grant portal. The Foundation generally considers new grants only after a site visit; organizations seeking consideration for a possible site visit are asked to send a brief, informal description of their organization, mission, programs, and clientele. Applicants must attend an annual training, and the Foundation assesses regulatory compliance, financial sustainability, application quality and completeness, compliance with grant guidelines, and feasibility of the proposed work. It does not fund endowments, annual campaigns, lobbying or political activities, individuals, bricks-and-mortar capital expenses, replacement of government funding, or religious activities; secular health programs provided by religious institutions may qualify. It also excludes nonprofit systems or organizations, including affiliates, that own or operate an acute-care hospital in Montgomery County.
- Review Cycle
- The FY27 Fall Grant Cycle is scheduled to open October 1, 2026, and close October 15, 2026, at 5 p.m. The Foundation lists virtual orientation sessions on September 9, 18, and 24, 2026, with attendance at one required for application eligibility. As of September 28, the listed orientation dates have passed.
- Deadline
- The FY27 Fall Grant Cycle is scheduled to open October 1, 2026, and close October 15, 2026, at 5 p.m.
- Contact
Application contact: Kathy Stevens
Mailing address: 12850 Middlebrook Road Suite 400, Germantown, MD 20874
Phone: (301) 907-9144
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Healthcare Initiative Foundation
Who Healthcare Initiative Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Universities at Shady Grove (USG) ($200K across 2 grants). Together the top 10 received $745K.
Grant Size Distribution
351 grants across all recorded years
The most common grant size was under $50K: 331 grants of 351 (94%).
Geographic Focus
Where this funder awards grants
The Foundation’s mission and grant guidelines focus on Montgomery County, Maryland. It considers organizations based in the county as well as organizations with county-based health programs or activities. In filing year 2025, 86% of grant dollars went to recipients in Maryland, 8% to recipients in the District of Columbia, and 6% to recipients in Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 63 itemized grants.
Cities
Is Healthcare Initiative Foundation open to new grantees?
15%
first-time grantees, 2025
In 2025, 6 of 40 grantees (15%) were first-time recipients. First grants averaged $37K; repeat grants $29K. How we count
Medians: $5K first-time, $24K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $1.0M (2020) to $1.7M (2021). In 2025 it made 63 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Universities at Shady Grove (USG) Rockville, MD | Enhancing healthcare career pathways through montgomery college and the universities at shady grove | $100,000 |
| The Universities at Shady Grove (USG) Rockville, MD | Enhancing healthcare career pathways through montgomery college and the universities at shady grove | $100,000 |
| Wumco Help Inc Poolesville, MD | Western County Healthcare Access Improvement FY25 | $50,000 |
| Everymind (Formerly MHA of Moco) Rockville, MD | Equitable Access to the Healthcare Workforce Careers | $50,000 |
| Prevention of Blindness Society of Metropolitan Washington Washington, DC | GLASSES4SCHOLARS | $45,000 |
| Community Farmshare Poolesville, MD | Collaborative Nutrition Education for Food Is Medicine Programs | $40,000 |
| Warrior Canine Connection Boyds, MD | Warrior Canine Connection-Silver Spring Vet Center MBTR Program | $35,000 |
| Mid-County United Ministries Inc Wheaton, MD | Nutritious Food for Better Health | $35,000 |
| Our Minds Matter Arlington, VA | Scalable new proofs-of-concept to expand a successful teen-led mental health program in mcps | $35,000 |
| JSSA (Jewish Social Service Agency) Rockville, MD | Partners in care (PIC): serving vulnerable older adults at community sites | $30,000 |
Ready to take the next step with Healthcare Initiative Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $30,100,506 | $1,706,780 | $2,108,796 | $1,224,549 | 63 | $1,876,340 | $1,627,093 | $1,902,640 |
| 2024 | $30,554,997 | $2,572,964 | $1,709,963 | $1,079,615 | 47 | $1,780,697 | $2,495,619 | $1,718,229 |
| 2023 | $29,697,212 | $1,190,126 | $1,819,200 | $1,508,280 | 86 | $2,166,853 | $1,128,451 | $1,651,216 |
| 2022 | $30,270,632 | $1,519,003 | $2,749,756 | $1,392,000 | 79 | $1,981,859 | $1,465,529 | $1,921,154 |
| 2021 | $31,524,858 | $1,762,273 | $1,112,029 | $1,741,416 | 76 | — | $1,750,722 | $1,878,578 |
| 2020 | $30,764,457 | $1,137,091 | $622,527 | $1,001,259 | 40 | — | $1,115,663 | $1,675,710 |
| 2019 | $30,531,084 | $2,483,343 | $1,565,013 | $1,121,095 | 39 | — | $2,399,852 | $1,664,589 |
Under IRS private-foundation payout rules, Healthcare Initiative Foundation reported a distributable amount of $1.9M 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 mission is to fund organizations that provide healthcare and improve access to health services for underinsured, uninsured, and low-income Montgomery County residents. Its vision is a community where all county residents can access high-quality, comprehensive health and wellness services delivered equitably and in a culturally responsive manner.
It considers grants to 501(c)(3) healthcare nonprofits based in Montgomery County or to nonprofits with county-based health programs or activities. Its stated priorities include addressing health disparities, improving healthcare quality and delivery, expanding access to comprehensive care, building capacity in the healthcare network, growing the healthcare workforce, and facilitating collaboration. It also supports innovative solutions, replication and expansion of successful programs, and organizational capacity-building.
Examples of grantees’ work include Community FarmShare’s efforts to improve access to healthy food while supporting local small-scale farmers, and Care for Your Health’s work to deliver inclusive, multicultural healthcare. Mid-County United Ministries describes its work as providing food and emergency financial assistance and connecting neighbors to resources; Warrior Canine Connection supports recovering combat veterans and their families through service-dog training and placement.
Grantmaking
In filing year 2025, the Foundation reported 63 grants totaling $1,224,549. Grant amounts ranged from $1,250 to $100,000, with a median of $15,000.
Among the larger reported awards were two $100,000 grants to The Universities at Shady Grove for healthcare career pathways; $50,000 to WUMCO HELP for western-county healthcare access; and $50,000 to EveryMind for equitable access to healthcare workforce careers. Other reported awards included $45,000 to the Prevention of Blindness Society of Metropolitan Washington for Glasses4Scholars, $40,000 to Community FarmShare for collaborative nutrition education for food-is-medicine programs, and $35,000 each to Warrior Canine Connection, Mid-County United Ministries, and Our Minds Matter.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kathy Stevens as president and CEO, Robert H. Myers Jr. as chair, George Dines as treasurer, Deborah Fisher as vice chair, and Mike Knapp as secretary. It also lists Marta Perez, Norah Coelho, and Kerry Grace Morrissey as trustees. Lynn Arndt is listed as interim CEO and Crystal Townsend as previous CEO.
Healthcare Initiative Foundation is led by Crystal Townsend, Previous CEO since 2025 (on filings since 2019); 3 of 10 officers listed in 2025 are compensated.
Officers on the 2025 filing
Crystal Townsend
Previous CEO
President & CEO → Previous CEO, 2025
On filings since 2019
40 hrs/week
$178K (2019) → $34K (2025)
Kathy Stevens
President & CEO
New on the 2025 filing
40 hrs/week
$36K (2025)
Lynn Arndt
Interim CEO
New on the 2025 filing
40 hrs/week
$190K (2025)
Robert H. Myers Jr.
Chair
On filings since 2019
4.5 hrs/week
No compensation reported
Marta Brito Perez
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Kerry Grace Morrissey
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Norah Coelho
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Deborah Fisher
Vice Chair
Secretary → Vice Chair, 2025
On filings since 2019
2.5 hrs/week
No compensation reported
George Dines
Treasurer
On filings since 2019
2.5 hrs/week
No compensation reported
Mike Knapp
Secretary
Trustee → Secretary, 2025
On filings since 2019
2.5 hrs/week
No compensation reported
Former officers (4)
- Former: Kisha Davis (2021–2023) — Trustee
- Former: Dave Kressler (2023) — Trustee
- Former: David Kressler (2019–2022) — Vice Chair
- Former: Benjamin Giuliani (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $190K, to Lynn Arndt (Interim CEO). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Healthcare Initiative Foundation
How much does Healthcare Initiative Foundation give each year?
Healthcare Initiative Foundation gave $1.2M across 63 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.1M across 47 grants.
What is Healthcare Initiative Foundation's typical grant size?
Healthcare Initiative Foundation's median grant in 2025 was $15,000, and its average grant was $19,437, across 63 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Healthcare Initiative Foundation that year got $37K on average.
Where does Healthcare Initiative Foundation give grants?
Healthcare Initiative Foundation gives mostly in Maryland: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (8%) and Virginia (6%). The most frequent recipient cities were Rockville, MD (18 grants), Silver Spring, MD (13 grants), Germantown, MD (6 grants) and Poolesville, MD (5 grants).
Does Healthcare Initiative Foundation give general operating support?
Not in 2025: none of the 63 grants with a stated purpose on Healthcare Initiative Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Healthcare Initiative Foundation's largest grantees?
Healthcare Initiative Foundation's largest 2025 grantees include The Universities at Shady Grove (USG) ($200,000 across 2 grants), Everymind (Formerly MHA of Moco) ($76,250 across 3 grants) and Wumco Help Inc ($73,750 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 29% of its itemized 2025 grant dollars.
How large is Healthcare Initiative Foundation?
Healthcare Initiative Foundation reported $30.1M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $1.9M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Healthcare Initiative Foundation fund?
The Foundation’s mission is to fund organizations that provide healthcare and improve access to health services for underinsured, uninsured, and low-income Montgomery County residents. See mission & focus areas ↑
How do I apply for a grant from Healthcare Initiative Foundation?
Applications, grant agreements, and follow-up reports are submitted through the Foundation’s online grant portal. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Healthcare Initiative Foundation's EIN?
Healthcare Initiative Foundation's EIN (Employer Identification Number) is 23-7324576. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Healthcare Initiative Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Healthcare Initiative Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/healthcare-initiative-foundation-morg_153fb44d58864f9389a96eada6146213
BibTeX
@misc{grantable_237324576_2026,
author = {{Grantable}},
title = {{Healthcare Initiative Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/healthcare-initiative-foundation-morg_153fb44d58864f9389a96eada6146213},
note = {Accessed 2026-10-10. 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 Healthcare Initiative Foundation'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.
Healthcare Initiative Foundation down — hundreds of funders to go?