Heritage Medical Research Institute

MARINA DEL REY, CA EIN: 55-0839353

TO SUPPORT AND ADVANCE TRANSLATIONAL RESEARCH IN THE AREAS OFBASIC AND CLINICAL SCIENCE UNDER THE HIGHEST ETHICAL AND MEDICALSTANDARDS TO IDENTIFY AND IMPLEMENT NEW INNOVATIVE APPROACHESAND METHODOLOGIES TO DIAGNOSE, TREAT AND/OR MANAGE THE CARE OFDISEASES TO RELIEVE SUFFERING, IMPROVE OUTCOMES, REDUCE COSTSAND INCREASE THE OVERALL VALUE AND ACCESSIBILITY OF HEALTH CARE TOMANY MORE PEOPLE THAN PREVIOUSLY CONSIDERED POSSIBLE.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$253.3M

+13.8% YoY

Annual Giving

$3.4M

-37.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$1.1M

-37.8% YoY

About Heritage Medical Research Institute

Based on IRS filings

Heritage Medical Research Institute is a nonprofit organization focused on Medical Research, based in MARINA DEL REY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $253.3M in total assets. In 2024, it awarded 3 grants totaling $3.4M. Net investment income was $19.0M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BerkeleyCharlottesvillePasadenaSanta MonicaStanford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21M$42M$63M$83M20202021202220232024
Metric202420232022
Total Assets$253,299,130$222,526,682$224,317,324
Revenue$19,001,633$1,769,007$12,358,037
Expenses$5,053,636$7,254,324$8,121,488
Qualifying Distributions
Net Investment Income$19,029,445$1,797,738$5,202,716
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M2 grants20204 grants20214 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

CALIFORNIA INSTITUTE OF …$2.1MREGENTS OF THE UNIVERSIT…$990KSTANFORD UNIVERSITY$385K

Grant Size Distribution

16 grants across all recorded years

<$50K1$50–100K$100–250K8$250–500K2$500K–1M4$1–5M1$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include California Institute of Technology ($2,061,924), Regents of the University of California at Berkeley ($990,000), Stanford University ($385,000).

RecipientPurposeAmount
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY BERKELEY, CAPROGRAM ASSISTANCE$990,000
STANFORD UNIVERSITY STANFORD, CAPROGRAM ASSISTANCE$385,000
CALIFORNIA INSTITUTE OF TECHNOLOGY PASADENA, CAPROGRAM ASSISTANCE$2,061,924

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MATTHEW SUESSRESEARCH ASSOCIATE$287K

From 2024 filing

NameTitleHoursCompensation
DR RICHARD MERKINPRESIDENT5
JAYA KURIANCFO2
MATTHEW SUESSRESEARCH ASSOCIATE40$287,127

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Heritage Medical Research Institute?

Heritage Medical Research Institute is a nonprofit organization focused on Medical Research, based in MARINA DEL REY, CA. It holds $253.3M in total assets as of 2024.

How large is Heritage Medical Research Institute?

As of 2024, Heritage Medical Research Institute holds $253.3M in total assets with $19.0M in annual revenue. It awarded 3 grants totaling $3.4M in 2024.

Where does Heritage Medical Research Institute operate?

Heritage Medical Research Institute has awarded grants in California, Virginia.

What size grants does Heritage Medical Research Institute award?

In 2024, Heritage Medical Research Institute awarded 3 grants totaling $3.4M — an average of about $1.1M per grant, based on its IRS Form 990 filings.

What is Heritage Medical Research Institute's EIN?

Heritage Medical Research Institute's EIN (Employer Identification Number) is 55-0839353. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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