Heineman Foundation for Research EDUC
EIN 136082899 Private FoundationTotal Given 2016–2024
$5.5M
96 grants · $608K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$50K
typical mid grants · $25K–$75K
grant size
47%
supporter · 22/47 multi-year
repeat
$20.1M
Assets (2024)
47
Distinct Recipients
About
INVESTMENT MANAGEMENT & TAX PREP FEE
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(212) 493-8000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $778K | $16.7M | $992K | 18 |
| 2017 | $722K | $18.1M | $1.2M | 13 |
| 2019 | N/A | $18.7M | $1.5M | N/A |
| 2020 | $774K | $21.0M | $454K | 13 |
| 2022 | $1.1M | $17.5M | $2.3M | 17 |
| 2023 | $1.1M | $18.9M | $501K | 16 |
| 2024 | $957K | $20.1M | $4.4M | 19 |
Grant Size Distribution
Based on 96 grants on record
Minimum
$10K
25th Pctl
$25K
Median
$50K
Average
$57K
75th Pctl
$75K
Maximum
$229K
Geographic Distribution
Texas Counties Served
4.2% of US grants
· Rank #8 of 11 states
$115K across
4 grants
2 of 254 counties
Top 2 counties
- 1 Travis
- 2 Dallas
Officers & Directors
AB
Alexander Bergendahl
7+ yrs
President
Leadership
AP
Anna Paternot
6 yrs
Vice President
Leadership
LH
Laurie Heineman
7+ yrs
Treasurer
Leadership
CB
Crista C. Bergendahl
7+ yrs
Secretary
Leadership
MB
Maria Bergendahl
3 yrs
Director
MP
Magda Podlipny
3 yrs
Director
LC
LIDA Running Crane
Director
BB
Bettina Enriquez Bergendahl
7+ yrs
Director
MP
Madeleine Paternot
7+ yrs
Director
CB
C David Bergendahl
7+ yrs
Director
DS
Daniel Schur
3 yrs
Director
HM
Hunter Morris
3 yrs
Director
SP
Stephan Paternot
7+ yrs
Director
AP
Ann R. Podlipny
3 yrs
Director
MC
Molly Cummings
7+ yrs
Director
MD
Michael Schur M D
3 yrs
Director
AB
Anders Bergendahl
3 yrs
Director
KS
Kaylum Smith
Director
DH
David Husbands
Director
JH
June C. Heineman-Morris
3 yrs
Director
MH
Marilyn Heineman
3 yrs
Director
AB
Alexander Bergendahl
7+ yrs
President
Leadership
LH
Laurie Heineman
7+ yrs
Vice President
Leadership
AP
Anna Paternot
6 yrs
Treasurer
Leadership
CB
Crista C. Bergendahl
7+ yrs
Secretary
Leadership
BB
Bettina Enriquez Bergendahl
7+ yrs
Director
MP
Madeleine Paternot
7+ yrs
Director
CB
C David Bergendahl
7+ yrs
Director
DS
Daniel Schur
3 yrs
Director
HM
Hunter Morris
3 yrs
Director
SP
Stephan Paternot
7+ yrs
Director
AP
Ann R. Podlipny
3 yrs
Director
MC
Molly Cummings
7+ yrs
Director
MD
Michael Schur M D
3 yrs
Director
AB
Anders Bergendahl
3 yrs
Director
JH
June C. Heineman-Morris
3 yrs
Director
MH
Marilyn Heineman
3 yrs
Director
MB
Maria Bergendahl
3 yrs
Director
AB
Alexander Bergendahl
7+ yrs
President
Leadership
LH
Laurie Heineman
7+ yrs
Vice President
Leadership
AP
Anna Paternot
6 yrs
Treasurer
Leadership
CB
Crista C. Bergendahl
7+ yrs
Secretary
Leadership
CB
C David Bergendahl
7+ yrs
Director
DS
Daniel Schur
3 yrs
Director
HM
Hunter Morris
3 yrs
Director
SP
Stephan Paternot
7+ yrs
Director
MB
Maria Bergendahl
3 yrs
Director
AP
Ann R. Podlipny
3 yrs
Director
MC
Molly Cummings
7+ yrs
Director
MD
Michael Schur M D
3 yrs
Director
AB
Anders Bergendahl
3 yrs
Director
JH
June C. Heineman-Morris
3 yrs
Director
BB
Bettina Enriquez Bergendahl
7+ yrs
Director
MP
Madeleine Paternot
7+ yrs
Director
MH
Marilyn Heineman
3 yrs
Director
AB
Alexander Bergendahl
7+ yrs
President
Leadership
LH
Laurie Heineman
7+ yrs
Vice President
Leadership
AP
Anna Paternot
6 yrs
Treasurer
Leadership
CB
Crista C. Bergendahl
7+ yrs
Secretary
Leadership
BB
Bettina Enriquez Bergendahl
7+ yrs
Director
DR
Dr JAME A. Rose
2 yrs
Director
ME
Mrs Agnes Gautier ESQ
4 yrs
Director
MR
Mr Simon M. D. Rose
4 yrs
Director
MB
Mrs Maria Bergendahl
4 yrs
Director
MH
Ms Marilyn Heineman
4 yrs
Director
MH
Mrs Joan Heineman-Schur
4 yrs
Director
MH
Mrs June C. Heineman-Morris
4 yrs
Director
MB
Mr Anders Bergendahl
4 yrs
Director
MD
Mr Michael Schur M D
4 yrs
Director
MC
Molly Cummings
7+ yrs
Director
MP
Ms Ann R. Podlipny
4 yrs
Director
CB
C David Bergendahl
7+ yrs
Director
SP
Stephan Paternot
7+ yrs
Director
MP
Madeleine Paternot
7+ yrs
Director
AB
Alexander Bergendahl
7+ yrs
President
Leadership
LH
Laurie Heineman
7+ yrs
Vice President
Leadership
AP
Anna Paternot
6 yrs
Treasurer
Leadership
CB
Crista C. Bergendahl
7+ yrs
Secretary
Leadership
DR
Dr JAME A. Rose
2 yrs
Director
ME
Mrs Agnes Gautier ESQ
4 yrs
Director
MR
Mr Simon M. D. Rose
4 yrs
Director
MB
Mrs Maria Bergendahl
4 yrs
Director
MH
Ms Marilyn Heineman
4 yrs
Director
MH
Mrs Joan Heineman-Schur
4 yrs
Director
MH
Mrs June C. Heineman-Morris
4 yrs
Director
MB
Mr Anders Bergendahl
4 yrs
Director
MD
Mr Michael Schur M D
4 yrs
Director
MC
Molly Cummings
7+ yrs
Director
MP
Ms Ann R. Podlipny
4 yrs
Director
CB
C David Bergendahl
7+ yrs
Director
SP
Stephan Paternot
7+ yrs
Director
MP
Madeleine Paternot
7+ yrs
Director
BB
Bettina Enriquez Bergendahl
7+ yrs
Director
AB
Alexander Bergendahl
7+ yrs
Vice President/Treasurer
Leadership
CB
C David Bergendahl
7+ yrs
President
Leadership
AR
Alexandra Rose
2 yrs
Vice President
Leadership
CB
Crista C. Bergendahl
7+ yrs
Secretary
Leadership
GR
GINA Rose
2 yrs
Director
AP
Anna Paternot
6 yrs
Director
BB
Bettina Enriquez Bergendahl
7+ yrs
Director
LC
LIDA Ann Running Crane
2 yrs
Director
LH
Laurie Heineman
7+ yrs
Director
MP
Magda Podlipny
3 yrs
Director
MP
Madeleine Paternot
7+ yrs
Director
SP
Stephan Paternot
7+ yrs
Director
LP
Lucia Rose Podlipny
2 yrs
Director
MP
Ms Ann R. Podlipny
4 yrs
Director
MC
Molly Cummings
7+ yrs
Director
MD
Mr Michael Schur M D
4 yrs
Director
MP
Micaela Podlipny
2 yrs
Director
MB
Mr Anders Bergendahl
4 yrs
Director
MH
Mrs June C. Heineman-Morris
4 yrs
Director
MH
Mrs Joan Heineman-Schur
4 yrs
Director
MH
Ms Marilyn Heineman
4 yrs
Director
MB
Mrs Maria Bergendahl
4 yrs
Director
DR
Dr James A. Rose
2 yrs
Director
MR
Mr Simon M. D. Rose
4 yrs
Director
ME
Mrs Agnes Gautier ESQ
4 yrs
Director
MR
Mr David Rose
2 yrs
Director
AR
Aaron Rose
2 yrs
Director
CB
C David Bergendahl
7+ yrs
President
Leadership
AR
Alexandra Rose
2 yrs
Vice President
Leadership
AB
Alexander Bergendahl
7+ yrs
Treasurer
Leadership
CB
Crista C. Bergendahl
7+ yrs
Secretary
Leadership
MR
Mr David Rose
2 yrs
Director
BB
Bettina Enriquez Bergendahl
7+ yrs
Director
LC
LIDA Ann Running Crane
2 yrs
Director
LH
Laurie Heineman
7+ yrs
Director
MP
Magda Podlipny
3 yrs
Director
MP
Madeleine Paternot
7+ yrs
Director
SP
Stephan Paternot
7+ yrs
Director
GR
GINA Rose
2 yrs
Director
AR
Aaron Rose
2 yrs
Director
LP
Lucia Rose Podlipny
2 yrs
Director
MP
Ms Ann R. Podlipny
4 yrs
Director
MC
Molly Cummings
7+ yrs
Director
MD
Mr Michael Schur M D
4 yrs
Director
MP
Micaela Podlipny
2 yrs
Director
MB
Mr Anders Bergendahl
4 yrs
Director
MH
Mrs June C. Heineman-Morris
4 yrs
Director
MH
Mrs Joan Heineman-Schur
4 yrs
Director
MH
Ms Marilyn Heineman
4 yrs
Director
MB
Mrs Maria Bergendahl
4 yrs
Director
DR
Dr James A. Rose
2 yrs
Director
DR
Dr Marian H. Rose
Director
MR
Mr Simon M. D. Rose
4 yrs
Director
ME
Mrs Agnes Gautier ESQ
4 yrs
Director
Grants Awarded (96 total)
| Purpose | ||||
|---|---|---|---|---|
| Heineman-Robicsek Foundation | Charlotte, NC | $228,890 | GENERAL OPERATING | 2023 |
| Heineman Medical Research Inc | Charlotte, NC | $200,000 | RESEARCH | 2022 |
| Heineman Medical Research Inc | Charlotte, NC | $184,344 | RESEARCH | 2020 |
| Heineman Medical Research Inc | Charlotte, NC | $149,000 | RESEARCH | 2017 |
| Heineman-Robicsek Medical Outreach Inc | Charlotte, NC | $144,000 | GENERAL | 2024 |
| Heineman Medical Research Inc | Charlotte, NC | $135,000 | RESEARCH | 2016 |
| Next Edge Arts Inc | Raleigh, NC | $125,000 | GENERAL | 2023 |
| Reading in Motion | Chicago, IL | $120,000 | GENERAL PURPOSE | 2022 |
| Reading in Motion | Chicago, IL | $120,000 | GENERAL PURPOSE | 2020 |
| American Institute of Physics | College Park, MD | $118,375 | SCIENTIFIC | 2024 |
| Medecins Sans Frontieres USA Inc | New York, NY | $100,000 | GENERAL PROGRAM SUPPORT | 2022 |
| United Aid Foundation | New York, NY | $100,000 | GENERAL PROGRAMS | 2022 |
| Kind Inc | Washington, DC | $100,000 | GENERAL | 2022 |
| Feeding America | Chicago, IL | $100,000 | GENERAL | 2020 |
| NU DECO Ensemble Inc | Miami, FL | $100,000 | RESEARCH | 2020 |
| Foodlink Inc | Rochester, NY | $100,000 | GENERAL | 2023 |
| Clark Fork Coalition | Missoula, MT | $100,000 | GENERAL | 2023 |
| NOMI Network | New York, NY | $100,000 | GENERAL SUPPORT | 2023 |
| Reading in Motion | Chicago, IL | $100,000 | GENERAL PURPOSE | 2017 |
| Foodlink Inc | Rochester, NY | $90,000 | GENERAL | 2024 |
| Madison Square Boys & Girls Club | New York, NY | $80,000 | GENERAL PURPOSE | 2017 |
| Foodlink Inc | Rochester, NY | $75,000 | GENERAL | 2022 |
| NOMI Network | New York, NY | $75,000 | GENERAL SUPPORT | 2022 |
| Next Edge Arts Inc | Raleigh, NC | $75,000 | GENERAL | 2022 |
| Social and Environmental Entrepreneurs | Calabasas, CA | $75,000 | GENERAL PROGRAM OPERATIONS | 2023 |
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