Heatherington Foundation for Innovation
The Heatherington Foundation for Innovation is a private foundation based in Portland, Oregon. Its 2024 filing reports 38 grants totaling $12,237,075, with awards supporting organizations in Oregon and Illinois and a range of purposes, including operational support, early childhood interventions, and construction.
Heatherington Foundation for Innovation at a glance
In short: Heatherington Foundation for Innovation gave $12.2M across 38 grants in 2024 (avg $322K), mostly in Oregon. 55% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $12,237,075
- -12.4% vs 2023
- Grants made (2024)
- 38
- +58.3% vs 2023
- Average grant
- $322,028
- -44.7% vs 2023
- Median grant
- $100,000
- Total assets
- $19,645,304
- +1.6% vs 2023
- New grantees (estimate)
- 55% first-time grantees (21 of 38, 2024)
- Primary geography
- Oregon (92% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Heatherington Foundation for Innovation
- How to Apply
-
The filing names Jeffrey Heatherington as the contact for requests. It calls for a request on the foundation’s application form, accompanied by a 501(c)(3) determination letter, current financial statement, projected budget, and list of officers and directors. The filing lists no restrictions on awards.
- Contact
Application contact: Jeffrey Heatherington
Mailing address: 2121 Sw Broadway Suite 115, Portland, OR 97201
Phone: (503) 471-2103
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Heatherington Foundation for Innovation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Western University of Health Sciences ($6.5M). Together the top 10 received $9.9M.
Grant Size Distribution
137 grants across all recorded years
The most common grant size was in the $100–250K range: 41 grants of 137 (30%).
Geographic Focus
Where this funder awards grants
In 2024, 92% of grant dollars went to recipients in Oregon and 8% to recipients in Illinois. Florida accounted for 0% of grant dollars.
Grant Distribution by State
Share of 2024 grant dollars across all 38 itemized grants.
Cities
Is Heatherington Foundation for Innovation open to new grantees?
55%
first-time grantees, 2024
In 2024, 21 of 38 grantees (55%) were first-time recipients. First grants averaged $126K; repeat grants $564K. How we count
Medians: $100K first-time, $150K repeat.
- 37% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−11%). Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024, annual grant giving ranged from $1.2M (2020) to $14.0M (2023). In 2024 it made 38 grants totaling $12.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Western University of Health Sciences Lebannon, OR | Operational Support | $6,495,000 |
| American Osteopathic Foundation Chicago, IL | Operational Support | $1,030,075 |
| Centennial School District Portland, OR | Early Childhood Interventions Support | $500,000 |
| Lao Buddhist Center Northwest Inc Gresham, OR | To Help Finish Construction on Driveway | $350,000 |
| Clackamas Volunteers in Medicine Oregon City, OR | Operational Support | $300,000 |
| Boys & Girls Clubs of Greater Santiam Lebannon, OR | Operational Support | $250,000 |
| Serendipty Center Portland, OR | Operational Support | $250,000 |
| The Lund Report Portland, OR | Operational Support | $250,000 |
| Blanchet House Portland, OR | Operational Support | $250,000 |
| Family Tree Relief Nursery Albany, OR | One-Time Donation for Three Buses for Transportation | $250,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $19,645,304 | $11,491,121 | $21,758,534 | $12,237,075 | 38 | $12,363,393 | $1,673,077 | $613,382 |
| 2023 | $19,344,780 | $11,156,275 | $14,239,580 | $13,975,964 | 24 | $14,156,234 | $581,032 | $726,422 |
| 2022 | $19,634,290 | $4,501,032 | $5,346,417 | $5,079,050 | 16 | $5,207,791 | $428,318 | $811,400 |
| 2021 | $23,789,452 | $4,609,047 | $13,999,185 | $13,715,235 | 48 | $13,840,616 | $4,450,478 | $1,336,255 |
| 2020 | $33,848,455 | $208,508 | $1,457,888 | $1,164,635 | 11 | — | $514,587 | $1,329,231 |
Under IRS private-foundation payout rules, Heatherington Foundation for Innovation reported a distributable amount of $613K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants include operational support for Western University of Health Sciences, the American Osteopathic Foundation, and several Oregon organizations, as well as support for early childhood interventions and a construction project.
Grantees describe their own work in varied terms. The American Osteopathic Foundation says its mission is to promote osteopathic medicine and patient-centered care; Clackamas Volunteers in Medicine says it provides free medical services to uninsured and under-insured people; and The Lund Report describes itself as an educational public charity focused on health news and accountability in Oregon. Family Tree Relief Nursery says it works to nurture children and parents and build healthy families. Other supported organizations describe work in cultural and religious community-building, children’s physical activity, osteopathic medicine in Oregon, and classical music and the arts.
Grantmaking
In 2024, the foundation reported 38 grants totaling $12,237,075. Grants ranged from $3,000 to $6,495,000, with a median grant of $100,000.
The largest reported awards included $6,495,000 to Western University of Health Sciences for operational support and $1,030,075 to the American Osteopathic Foundation for operational support. Other awards included $500,000 to Centennial School District for early childhood interventions; $350,000 to Lao Buddhist Center Northwest Inc. to help finish construction on a driveway; and $300,000 to Clackamas Volunteers in Medicine for operational support. The foundation also gave $250,000 each to Boys & Girls Clubs of Greater Santiam, Serendipty Center, The Lund Report, Blanchet House, Family Tree Relief Nursery, and River Center Caring Team Ministry.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jeffrey Heatherington as ex-officio. Other listed officers and directors are Bob Carus, board chair; Rob Richardson DO, vice chair; Erik Szeto DO, treasurer; Karen Carnahan, secretary; and directors Paula Crone DO, Charles Kaluza DO, Jeff Pawlowski, and Sarah Wolff DO.
Heatherington Foundation for Innovation is led by Bob Carus, Board Chair on every filing since 2023; none of the 9 officers listed in 2024 report compensation.
Officers on the 2024 filing
Bob Carus
Board Chair
On filings since 2023
1 hr/week
No compensation reported
Charles Kaluza DO
Director
Board Member → Vice Chair & Board Memeber, 2022
Vice Chair & Board Memeber → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Jeff Pawlowski
Director
Board Chair & Board Member → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Paula Crone DO
Director
Board Member → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Sarah Wolff DO
Director
Board Member → Director, 2023
On filings since 2022
1 hr/week
No compensation reported
Jeffrey Heatherington
Ex-Officio
President → Ex-Officio, 2023
On filings since 2020
1 hr/week
No compensation reported
Karen Carnahan
Secretary
Secretary & Board Member → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Erik Szeto DO
Treasurer
On filings since 2023
1 hr/week
No compensation reported
Rob Richardson DO
Vice Chair
On filings since 2023
1 hr/week
No compensation reported
Former officers (3)
- Former: Robert Carus (2020–2022) — Treasurer & Board Member
- Former: Robin Richardson (2020–2022) — Board Member
- Former: Janet Tesch (2020–2021) — Board Member
Data from IRS Form 990 filings, 2020–2024. "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 Heatherington Foundation for Innovation
How much does Heatherington Foundation for Innovation give each year?
Heatherington Foundation for Innovation gave $12.2M across 38 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $14.0M across 24 grants.
What is Heatherington Foundation for Innovation's typical grant size?
Heatherington Foundation for Innovation's median grant in 2024 was $100,000, and its average grant was $322,028, across 38 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Heatherington Foundation for Innovation that year got $126K on average.
Where does Heatherington Foundation for Innovation give grants?
Heatherington Foundation for Innovation gives mostly in Oregon: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Illinois (8%). The most frequent recipient cities were Portland, OR (20 grants), Lebanon, OR (4 grants), Lebannon, OR (2 grants) and Albany, OR (2 grants).
Does Heatherington Foundation for Innovation give general operating support?
Yes: 82% of Heatherington Foundation for Innovation's 2024 grants with a stated purpose (31 of 38) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Heatherington Foundation for Innovation's largest grantees?
Heatherington Foundation for Innovation's largest 2024 grantees include Western University of Health Sciences ($6,495,000), American Osteopathic Foundation ($1,030,075) and Centennial School District ($500,000), according to its 2024 IRS Form 990-PF. Together they received 66% of its itemized 2024 grant dollars.
How large is Heatherington Foundation for Innovation?
Heatherington Foundation for Innovation reported $19.6M in total assets on its 2024 IRS Form 990-PF. It paid out $12.4M in qualifying distributions that year, against a required minimum of $613K (roughly 5% of its investment assets).
What does Heatherington Foundation for Innovation fund?
No mission statement for the foundation is provided. Its grants include operational support for Western University of Health Sciences, the American Osteopathic Foundation, and several Oregon organizations, as well as support for early childhood interventions and a construction project. See mission & focus areas ↑
How do I apply for a grant from Heatherington Foundation for Innovation?
The filing names Jeffrey Heatherington as the contact for requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Heatherington Foundation for Innovation's EIN?
Heatherington Foundation for Innovation's EIN (Employer Identification Number) is 93-0988354. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Heatherington Foundation for Innovation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/heatherington-foundation-for-innovation-morg_64715be0223d4ee58c7315caacd117bf
BibTeX
@misc{grantable_930988354_2026,
author = {{Grantable}},
title = {{Heatherington Foundation for Innovation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/heatherington-foundation-for-innovation-morg_64715be0223d4ee58c7315caacd117bf},
note = {Accessed 2026-10-15. 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 Heatherington Foundation for Innovation'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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