Heineman Foundation for Research Educational
The Heineman Foundation for Research, Education, Charitable and Scientific Purposes is an independent private foundation based in New York City. Established in 1948 by Belgian-American businessman Dannie N. Heineman and his wife, Hettie Heineman, the foundation operates as a 501(c)(3) charitable organization. The foundation functions as a family foundation dedicated to providing seed funding for start-up projects and new initiatives within existing organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$17.6M
+22.2% YoY
Annual Giving
$957K
-13.0% YoY
Grant Count
19
+18.8% YoY
Avg Grant Size
$50K
-26.8% YoY
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.
Mission & Focus Areas
The foundation's primary mission is to provide seed money to start-up projects and new projects within existing organizations for a maximum of three to five years. The foundation's general areas of interest include:
- Programs that support and promote high achievement in music, science, and literature
- Programs that enable youth to think, create, and communicate effectively
- Research into prevention and treatment of childhood illnesses
- Live music performance for education and outreach
- Projects that will help prevent, reduce and/or eliminate the effects of climate change and global warming, including water degradation
- Programs that enable economically challenged women to enter and remain in the workplace
The foundation notes that low-income communities with few financial means to provide their programs with long-term support could be considered for funding beyond the five-year limit.
Grantmaking
The foundation grants funding once a year, following its November board meeting. The foundation does not provide multi-year grants.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $17,587,159
- Total Revenues: $4,402,309
- Total Expenses: $1,207,831
- Number of Employees: 0
As of 2023:
- Total Assets: $14,392,692
- Total Giving: $1,100,890
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,587,159 | $14,392,692 | $15,180,302 |
| Revenue | $4,402,309 | $500,909 | $2,265,899 |
| Expenses | $1,207,831 | $1,288,516 | $1,368,459 |
| Qualifying Distributions | $1,069,515 | $1,200,832 | $1,180,385 |
| Net Investment Income | $4,266,663 | $422,113 | $2,155,308 |
| Distributable Amount | $945,317 | $921,984 | $906,020 |
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
81 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Heineman-robicsek Medical Outreach Inc ($144,000), American Institute of Physics ($118,375), Foodlink Inc ($90,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AIP FOUNDATION COLLEGE PARK, MD | GENERAL OPERATING | $15,000 |
| GO RUN MISSOULA MISSOULA, MT | GENERAL OPERATING | $50,000 |
| HEINEMAN-ROBICSEK MEDICAL OUTREACH INC CHARLOTTE, NC | GENERAL | $144,000 |
| KBFUS FRIENDS OF THE VERBIER FESTIVAL NEW YORK, NY | GENERAL PURPOSE | $40,000 |
| PSYCHOTROPIC DEPRESCRIBING COUNCIL SAN FRANCISCO, CA | GENERAL OPERATING | $50,000 |
| READING OPENS YOUR WORLD MISSOULA, MT | GENERAL OPERATING | $10,000 |
| AMERICAN INSTITUTE OF PHYSICS COLLEGE PARK, MD | SCIENTIFIC | $118,375 |
| MARBLE HILL NURSERY SCHOOL BRONX, NY | GENERAL SUPPORT | $40,000 |
| FOODLINK INC ROCHESTER, NY | GENERAL | $90,000 |
| MISSOULA BUTTERFLY HOUSE AND INSECTARIUM MISSOULA, MT | GENERAL OPERATING | $30,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board of Directors:
- President: Alexander Bergendahl (Finance Committee)
- Vice President: Laurie Heineman (Finance Committee)
- Treasurer: Anna Paternot (Finance Committee)
- Secretary: Crista Bergendahl
Board Members: David Bergendahl (Finance Committee), Bettina Bergendahl, Agnes Gautier (Finance Committee), Anders Bergendahl (Finance Committee), Ann Podlipny, James Rose, Ph.D., Joan Schur, Hunter Morris, June Morris, Madeleine Paternot, Marilyn Heineman, Mia Bergendahl, Michael Schur, M.D. (Finance Committee), Molly Cummings, Simon Rose, Stephan Paternot
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARIA BERGENDAHL | DIRECTOR | 1 | — |
| MARILYN HEINEMAN | DIRECTOR | 1 | — |
| JUNE C HEINEMAN-MORRIS | DIRECTOR | 1 | — |
| ANDERS BERGENDAHL | DIRECTOR | 1 | — |
| MICHAEL SCHUR M D | DIRECTOR | 1 | — |
| MOLLY CUMMINGS | DIRECTOR | 1 | — |
| ANN R PODLIPNY | DIRECTOR | 1 | — |
| STEPHAN PATERNOT | DIRECTOR | 1 | — |
| LAURIE HEINEMAN | TREASURER | 1 | — |
| CRISTA C BERGENDAHL | SECRETARY | 1 | — |
| ANNA PATERNOT | VICE PRESIDENT | 1 | — |
| HUNTER MORRIS | DIRECTOR | 1 | — |
| DANIEL SCHUR | DIRECTOR | 1 | — |
| C DAVID BERGENDAHL | DIRECTOR | 2 | — |
| ALEXANDER BERGENDAHL | PRESIDENT | 1 | — |
| MADELEINE PATERNOT | DIRECTOR | 1 | — |
| BETTINA ENRIQUEZ BERGENDAHL | DIRECTOR | 1 | — |
| LIDA RUNNING CRANE | DIRECTOR | 1 | — |
| MAGDA PODLIPNY | DIRECTOR | 1 | — |
| DAVID HUSBANDS | DIRECTOR | 1 | — |
| KAYLUM SMITH | DIRECTOR | — | — |
Contact Information
Website: www.heinemanfoundation.org
Address: C/O BBH Co, 140 Broadway, New York, NY 10005
EIN: 13-6082899
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Heineman Foundation for Research Educational fund?
The foundation's primary mission is to provide seed money to start-up projects and new projects within existing organizations for a maximum of three to five years. The foundation's general areas of interest include: • Programs that support and promote high achievement in music, science, and literature • Programs that enable youth to think, create, and communicate effectively • Research into prevention and treatment of childhood illnesses • Live music performance for education and outreach • Pro…
How do I apply for a grant from Heineman Foundation for Research Educational?
The foundation grants funding once a year, following its November board meeting. The foundation does not provide multi-year grants. **Grant proposals are by invitation only.** The foundation does not currently accept unsolicited grant proposals. Recent grant activity (2024) includes: • American Institute of Physics (AIP): $118,375 (Scientific) • Foodlink: $90,000 (General) • Clark Fork Coalition: $60,000 (General) The foundation made 16 grants in 2024. Recent grantees have included the Heineman…
What size grants does Heineman Foundation for Research Educational award?
In 2024, Heineman Foundation for Research Educational awarded 19 grants totaling $957K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Heineman Foundation for Research Educational required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heineman Foundation for Research Educational reported a distributable amount of $945K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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