Heineman-Robicsek Foundation Inc
Heineman-Robicsek Foundation Inc is a Charlotte, North Carolina–based public charity that supports healthcare in Latin America through medical equipment, supplies, training, and medical research. It also reports educational initiatives, including support for rural public schools in Guatemala.
Heineman-Robicsek Foundation Inc at a glance
In short: Heineman-Robicsek Foundation Inc reported $837K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.
- Grants paid (2025)
- $836,790 — reported as a total on the IRS filing, without an itemized list
- -36.9% vs 2024
- Total assets
- $17,416,867
- +36.4% vs 2024
- Revenue (2025)
- $4,955,323
- +90.1% vs 2024
- Net investment income (2025)
- $270,587
- -6.0% vs 2024
- Expenses (2025)
- $1,702,771
- -28.2% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Heineman-Robicsek Foundation Inc
- Review Cycle
- September 30, 2026, for the Medical Education Scholarship. The listed application cycle is currently open as of September 29, 2026.
- Deadline
- September 30, 2026, for the Medical Education Scholarship.
- Contact
Mailing address: PO Box 35457, Charlotte, NC 28235
Phone: (704) 248-4843
Website: https://heineman.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Heineman-Robicsek Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
The Foundation’s stated mission focuses on Latin America. Its website also describes International Medical Outreach work in underserved communities around the world, and its 2023 annual report says the program had reached patients and families in 46 countries.
Grant Distribution by State
States
Cities
How Heineman-Robicsek Foundation Inc gives
- Giving grew 76% from 2019 to 2022. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $50K (2019) to $1.3M (2024). In 2025 it reported $837K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atrium Health Foundation Charlotte, NC | Medical Research | $88,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $17,416,867 | $4,955,323 | $1,702,771 | $836,790 | Total only | $270,587 |
| 2024 | $12,773,162 | $2,607,106 | $2,371,066 | $1,326,502 | Total only | $287,800 |
| 2023 | $11,321,797 | $5,890,991 | $1,821,575 | $1,179,577 | Total only | $178,380 |
| 2022 | $6,277,536 | $1,635,571 | $1,303,137 | $88,000 | 1 | $367,519 |
| 2021 | $7,695,245 | $5,065,349 | $4,803,093 | $134,042 | 1 | $470,604 |
| 2020 | $7,055,993 | $1,968,264 | $1,927,291 | $99,344 | 1 | $309,273 |
| 2019 | $6,470,955 | $1,335,821 | $1,343,981 | $50,000 | 1 | $267,656 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s stated mission is to enhance healthcare in Latin America by providing public hospitals with medical equipment, supplies, training, and pioneering medical research, while educating healthcare providers. Its stated research interests include cardiothoracic and vascular surgery, cardiology, oncology, anesthesiology, translational research, and transformative research.
Its activities include furnishing equipment and supplies to hospitals and clinics, training healthcare providers, and supporting medical research. The Foundation also describes a partnership providing refurbished computers to rural public schools in Guatemala.
A documented recipient is Atrium Health Foundation, which received $88,000 in 2022. Atrium Health Foundation describes its mission as inspiring transformational giving to improve health, elevate hope, and advance healing for all.
Grantmaking
The Foundation’s 2025 filing reports zero grants for 2025, 2024, and 2023. A documented grant was $88,000 to Atrium Health Foundation in 2022; the available information does not establish total giving or a typical grant size for that year.
The Foundation’s filing says it sends an annual call for medical research grant applications and receives approximately 6–12 submissions. A seven-physician Medical Advisors Committee reviews applications and presents its recommendations to the Executive Committee, which makes award decisions. The filing also describes a process for other donation requests: applicants are vetted by board members, in-country partners, volunteers, and relevant U.S. organizations; the Outreach Subcommittee reviews requests and recommends selections to the Executive Committee. Recipients maintain an ongoing relationship with the Foundation so it can confirm use and track outcomes.
The Foundation currently lists a Medical Education Scholarship for U.S. and international physicians and advanced practice providers. Applicants must be fluent in English, meet travel and training-site requirements, have a record of excellence in training and academic achievement, and have secured a position at an institution able to support continued development in their specialty. Awards are up to $25,000 for tuition, paid directly to the institution; the Foundation covers travel and other associated costs.
Leadership & Key People
Leadership team and compensation from IRS filings
The Foundation’s website lists Eric R. Skipper, MD, as Chair; Daniel G. Aceti as Vice Chair; James C. Olsen as President; Anders C. Bergendahl and Fernando Paiz as Vice Presidents; Manuel Rodriguez as Vice President; Christopher H.A. Cecil as Secretary/Treasurer; and Theresa R. Johnson as Executive Director.
The 2025 filing lists Theresa Johnson as Executive Director; Daniel G. Aceti as Vice Chair; Anders Bergendahl as Vice President; Maria Bergendahl, James J. Bissell, John C. Cedarholm, MD, Carlos Cruz, MD, John M. Fedor, MD, and Charles F. Furr Jr. as board members; and Chris Cecil as Treasurer/Secretary.
Heineman-Robicsek Foundation Inc is led by Theresa R. Johnson, Executive Director since 2023 (on filings since 2019); 1 of 26 officers listed in 2025 is compensated.
Officers on the 2025 filing
Theresa R. Johnson
Executive Director
Executive Di → Executive Director, 2023
On filings since 2019
25 hrs/week
$49K (2019) → $52K (2025)
Jim Olsen
President
New on the 2025 filing
1 hr/week
No compensation reported
Eric R. Skipper
Chairman
Executive Vice Pr → Board Member, 2023
Board Member → Chairman, 2025
On filings since 2019
1 hr/week
No compensation reported
Anders C. Bergendahl
Vice President
Vice President → Board Member, 2023
Board Member → Vice President, 2025
On filings since 2019
1 hr/week
No compensation reported
Charles F Furr Jr.
Board Member
On filings since 2019
1 hr/week
No compensation reported
Daniel G Aceti
Vice Chair
Secretary → Secretary & Treasurer, 2020
Treasurer & Secretary → Vice Chair, 2025
On filings since 2019
1 hr/week
No compensation reported
Fernando Paiz
Vice President
On filings since 2019
1 hr/week
No compensation reported
Geoffrey A Rose MD
Board Member
On filings since 2019
1 hr/week
No compensation reported
James J Bissell
Board Member
On filings since 2019
1 hr/week
No compensation reported
Joan E Heineman-Schur
Board Member
On filings since 2019
1 hr/week
No compensation reported
John C Cedarholm MD
Board Member
On filings since 2019
1 hr/week
No compensation reported
John C. M. Robicsek
Board Member
On filings since 2019
1 hr/week
No compensation reported
John M Fedor MD
Board Member
Board Member → Committee Ch, 2020
Committee Ch → Board Member, 2021
On filings since 2019
1 hr/week
No compensation reported
June C. Heineman-Morris
Board Member
On filings since 2019
1 hr/week
No compensation reported
Manuel Rodriguez
Vice President
Vice President → Board Member, 2023
Board Member → Vice President, 2024
On filings since 2019
1 hr/week
No compensation reported
Maria Bergendahl
Board Member
On filings since 2019
1 hr/week
No compensation reported
Marilyn J. Heineman
Board Member
On filings since 2019
1 hr/week
No compensation reported
Michael C Tarwater
Board Member
On filings since 2019
1 hr/week
No compensation reported
Michael Schur
Board Member
On filings since 2019
1 hr/week
No compensation reported
Richard M Thigpen
Board Member
Board Chair → Board Member, 2020
On filings since 2019
1 hr/week
No compensation reported
Steven A Robicsek MD PhD
Board Member
Board Member → President, 2020
President → Board Member, 2024
On filings since 2019
1 hr/week
No compensation reported
Robert A Wheeler
Board Member
On filings since 2020
1 hr/week
No compensation reported
Stella Los de Paiz
Board Member
On filings since 2022
1 hr/week
No compensation reported
Carlos Cruz MD
Board Member
On filings since 2023
1 hr/week
No compensation reported
Conrad Emmerich
Board Member
On filings since 2024
1 hr/week
No compensation reported
Chris Cecil
Treasurer & Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (10)
- Former: Christopher H. A. Cecil (2019–2024) — Board Member
- Former: James C Olsen (2019–2024) — Chairman
- Former: James E. S. Hynes (2019–2024) — Board Member
- Former: Norris B Harbold Jr. (2019–2024) — Board Member
- Former: R Stuart Dickson (2019–2024) — Board Member
- Former: Jeko M Madjarov MD (2020–2024) — Board Member
- Former: John C Cedarholm MD FACC (2023–2024) — Board Member
- Former: Herman A. Godwin Jr. (2019–2021) — Brd Member Ret
- Former: Nan D. Van Every (2019–2020) — Board Member
- Former: Francis Robicsek (2019) — President
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 $52K, to Theresa Johnson (Executive Dir.).
Frequently asked questions about Heineman-Robicsek Foundation Inc
How much does Heineman-Robicsek Foundation Inc give each year?
Heineman-Robicsek Foundation Inc reported $837K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it reported $1.3M in grants paid.
How large is Heineman-Robicsek Foundation Inc?
Heineman-Robicsek Foundation Inc reported $17.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $5.0M.
What does Heineman-Robicsek Foundation Inc fund?
The Foundation’s stated mission is to enhance healthcare in Latin America by providing public hospitals with medical equipment, supplies, training, and pioneering medical research, while educating healthcare providers. See mission & focus areas ↑
How do I apply for a grant from Heineman-Robicsek Foundation Inc?
Heineman-Robicsek Foundation Inc has no public application process in the sources Grantable reviewed. Check heineman.org for current guidelines, or contact the foundation directly before submitting a request.
Where does Heineman-Robicsek Foundation Inc make grants?
The Foundation’s stated mission focuses on Latin America. Its website also describes International Medical Outreach work in underserved communities around the world, and its 2023 annual report says the program had reached patients and families in 46 countries.
What is Heineman-Robicsek Foundation Inc's EIN?
Heineman-Robicsek Foundation Inc's EIN (Employer Identification Number) is 56-6023076. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 26, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 11, 2023)
- Added Form 990 for fiscal year 2019 (received by the IRS July 31, 2020)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 4, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 22, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 24, 2026)
- IRS filings on file for fiscal years 2020–2024
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