Heineman Foundation for Research Educational
The Heineman Foundation for Research Educational is a private foundation based in New York, NY. It makes contributions to preselected charitable organizations and, in 2024, supported organizations working in areas including physical sciences, food access, environmental matters, and artistic expression.
Heineman Foundation for Research Educational at a glance
In short: Heineman Foundation for Research Educational gave $957K across 19 grants in 2024 (avg $50K), top state New York. 26% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $957,375
- -13.0% vs 2023
- Grants made (2024)
- 19
- +18.8% vs 2023
- Average grant
- $50,388
- -26.8% vs 2023
- Median grant
- $40,000
- Total assets
- $17,587,159
- +22.2% vs 2023
- New grantees (estimate)
- 26% first-time grantees (5 of 19, 2024; small sample)
- Primary geography
- New York (29% 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 Heineman Foundation for Research Educational
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: C/O Bbh Co 140 Broadway Pb-Tax S, New York, NY 10005
Phone: (212) 493-8000
Website: https://heinemanfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Heineman Foundation for Research Educational funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Heineman-Robicsek Medical Outreach Inc ($144K). Together the top 10 received $702K.
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 37 grants of 81 (46%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars were distributed among recipients in multiple states. The largest shares went to organizations in New York (29%), North Carolina (20%), Montana (16%), Maryland (14%), and California (10%).
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
States
Cities
Is Heineman Foundation for Research Educational open to new grantees?
26%
first-time grantees, 2024
In 2024, 5 of 19 grantees (26%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $33K; repeat grants $57K. How we count
Medians: $40K first-time, $45K repeat.
- 68% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 113% of 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 $774K (2020) to $1.1M (2022). In 2024 it made 19 grants totaling $957K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heineman-Robicsek Medical Outreach Inc Charlotte, NC | General | $144,000 |
| American Institute of Physics College Park, MD | Scientific | $118,375 |
| Foodlink Inc Rochester, NY | General | $90,000 |
| Clark Fork Coalition Missoula, MT | General | $60,000 |
| Go Run Missoula Missoula, MT | General Operating | $50,000 |
| Psychotropic Deprescribing Council San Francisco, CA | General Operating | $50,000 |
| Heineman-Robicsek Foundation Charlotte, NC | General Operating | $50,000 |
| Next Edge Arts Inc New York, NY | General | $50,000 |
| Social and Environmental Entrepreneurs Calabasas, CA | General Program Operations | $50,000 |
| KBFUS Friends of the Verbier Festival New York, NY | General Purpose | $40,000 |
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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 | $17,587,159 | $4,402,309 | $1,207,831 | $957,375 | 19 | $1,069,515 | $4,266,663 | $945,317 |
| 2023 | $14,392,692 | $500,909 | $1,288,516 | $1,100,890 | 16 | $1,200,832 | $422,113 | $921,984 |
| 2022 | $15,180,302 | $2,265,899 | $1,368,459 | $1,140,000 | 17 | $1,180,385 | $2,155,308 | $906,020 |
| 2021 | $14,282,866 | $1,588,931 | $1,093,915 | $937,542 | 16 | $949,970 | $1,446,786 | $1,089,905 |
| 2020 | $13,787,853 | $454,180 | $926,597 | $774,344 | 13 | — | $338,658 | $928,993 |
Under IRS private-foundation payout rules, Heineman Foundation for Research Educational reported a distributable amount of $945K for 2024 — 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 available information does not state a mission for the foundation. Its 2024 grants included support for a range of organizations. For example, the American Institute of Physics describes its work as advancing the physical sciences; Foodlink says it uses food to end hunger and build healthier communities; and the Clark Fork Coalition’s mission statement refers readers to its Schedule O for a full description.
Other 2024 recipients included Next Edge Arts, which says it advances contemporary concert music and other artistic expression, and Social and Environmental Entrepreneurs, which says it empowers and facilitates projects addressing social and environmental matters. These are the recipient organizations’ descriptions of their own work.
Grantmaking
In 2024, the foundation made 19 grants totaling $957,375. Grant amounts ranged from $10,000 to $144,000, with a median grant of $40,000. The largest awards included $144,000 to Heineman-Robicsek Medical Outreach Inc. for general purposes, $118,375 to the American Institute of Physics for scientific purposes, $90,000 to Foodlink for general purposes, and $60,000 to the Clark Fork Coalition for general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists the following officers and directors:
- Directors: Maria Bergendahl, Marilyn Heineman, June C. Heineman-Morris, Anders Bergendahl, Michael Schur, M.D., Molly Cummings, Ann R. Podlipny, and Stephan Paternot
- Treasurer: Laurie Heineman
- Secretary: Crista C. Bergendahl
Heineman Foundation for Research Educational is led by Alexander Bergendahl, President on every filing since 2020; none of the 21 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alexander Bergendahl
President
On filings since 2020
1 hr/week
No compensation reported
Anders Bergendahl
Director
On filings since 2020
1 hr/week
No compensation reported
Ann R. Podlipny
Director
On filings since 2020
1 hr/week
No compensation reported
Bettina Enriquez Bergendahl
Director
On filings since 2020
1 hr/week
No compensation reported
C. David Bergendahl
Director
On filings since 2020
2 hrs/week
No compensation reported
June C. Heineman-Morris
Director
On filings since 2020
1 hr/week
No compensation reported
Madeleine Paternot
Director
On filings since 2020
1 hr/week
No compensation reported
Maria Bergendahl
Director
On filings since 2020
1 hr/week
No compensation reported
Marilyn Heineman
Director
On filings since 2020
1 hr/week
No compensation reported
Michael Schur M. D.
Director
On filings since 2020
1 hr/week
No compensation reported
Molly Cummings
Director
On filings since 2020
1 hr/week
No compensation reported
Stephan Paternot
Director
On filings since 2020
1 hr/week
No compensation reported
Daniel Schur
Director
On filings since 2022
1 hr/week
No compensation reported
Hunter Morris
Director
On filings since 2022
1 hr/week
No compensation reported
David Husbands
Director
New on the 2024 filing
1 hr/week
No compensation reported
Kaylum Smith
Director
New on the 2024 filing
No compensation reported
Lida Running Crane
Director
New on the 2024 filing
1 hr/week
No compensation reported
Magda Podlipny
Director
New on the 2024 filing
1 hr/week
No compensation reported
Anna Paternot
Vice President
Treasurer → Vice President, 2024
On filings since 2020
1 hr/week
No compensation reported
Crista C. Bergendahl
Secretary
On filings since 2020
1 hr/week
No compensation reported
Laurie Heineman
Treasurer
Vice President → Treasurer, 2024
On filings since 2020
1 hr/week
No compensation reported
Former officers (4)
- Former: Agnes Gautier Esq. (2020–2021) — Director
- Former: Jame A. Rose (2020–2021) — Director
- Former: Joan Heineman-Schur (2020–2021) — Director
- Former: Simon M. D. Rose (2020–2021) — Director
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 Heineman Foundation for Research Educational
How much does Heineman Foundation for Research Educational give each year?
Heineman Foundation for Research Educational gave $957K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.1M across 16 grants.
What is Heineman Foundation for Research Educational's typical grant size?
Heineman Foundation for Research Educational's median grant in 2024 was $40,000, and its average grant was $50,388, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Heineman Foundation for Research Educational that year got $33K on average.
Where does Heineman Foundation for Research Educational give grants?
Heineman Foundation for Research Educational's top state is New York, with 29% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were North Carolina (20%) and Montana (16%). The most frequent recipient cities were Missoula, MT (4 grants), New York, NY (4 grants), Charlotte, NC (2 grants) and College Park, MD (2 grants).
Does Heineman Foundation for Research Educational give general operating support?
Yes: 95% of Heineman Foundation for Research Educational's 2024 grants with a stated purpose (18 of 19) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Heineman Foundation for Research Educational's largest grantees?
Heineman Foundation for Research Educational's largest 2024 grantees include Heineman-Robicsek Medical Outreach Inc ($144,000), American Institute of Physics ($118,375) and Foodlink Inc ($90,000), according to its 2024 IRS Form 990-PF. Together they received 37% of its itemized 2024 grant dollars.
How large is Heineman Foundation for Research Educational?
Heineman Foundation for Research Educational reported $17.6M in total assets on its 2024 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $945K (roughly 5% of its investment assets).
What does Heineman Foundation for Research Educational fund?
The available information does not state a mission for the foundation. Its 2024 grants included support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from Heineman Foundation for Research Educational?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Heineman Foundation for Research Educational's EIN?
Heineman Foundation for Research Educational's EIN (Employer Identification Number) is 13-6082899. IRS Form 990 filing data is available on this page for 2020–2024.
Does Heineman Foundation for Research Educational accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 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). Heineman Foundation for Research Educational funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/heineman-foundation-for-research-educational-morg_1c7b3d6439c849abbd28a63025104684
BibTeX
@misc{grantable_136082899_2026,
author = {{Grantable}},
title = {{Heineman Foundation for Research Educational funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/heineman-foundation-for-research-educational-morg_1c7b3d6439c849abbd28a63025104684},
note = {Accessed 2026-10-11. 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 Heineman Foundation for Research Educational'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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