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Massachusetts · Private foundation

Dan and Terese Heintzelman Family Fnd

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$354k
Granted FY2024(still arriving)
19
Grants FY2024
16
Organizations funded FY2023
19%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$5,000
Largest grant, FY2024
$150,000
Organizations funded a year
15 to 17
FY2020 to FY2023
States reached, FY2024
5
Total assets, FY2024
$3.5M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 19% of the organizations Dan and Terese Heintzelman Family Fnd funded were first-time grantees, receiving 3% of its grant dollars.

New vs renewed · share of each year

In FY2023, 97% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23
HealthPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving18$204k44%
FY202316$339k19%
FY202217$308k24%
FY202115$292k67%
FY202016$500kn/a
89% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$995kEducation$825kArts & Culture$222kFood & Nutrition$157kHealth$93kHousing & Shelter$70kPublic Safety & Disaster$61kHuman Services$30kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 20 grantees

What it could do for these grantees

Plus 21 recipients with no EIN on record ($821k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Dan and Terese Heintzelman Family Fnd supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetClarkson University: $388,500 over 5y, 0.0% of budgetCommunity Servings Inc: $157,200 over 5y, 0.8% of budgetPark City Education Foundation: $87,500 over 1y, 3.6% of budgetHabitat for Humanity of Cape Cod Inc: $70,000 over 2y, 1.5% of budgetPeople's Health Clicnic: $50,000 over 1y, 0.9% of budgetAssociation to Preserve Cape Cod Inc: $20,000 over 1y, 0.7% of budgetPan-Massachusetts Challenge Inc: $10,078 over 4y, 0.0% of budgetItalian American Charity Golf Association: $8,500 over 4y, 3.4% of budgetMarch of Dimes Inc: $7,500 over 2y, 0.0% of budgetDana-Farber Cancer Institute Inc: $5,500 over 2y, 0.0% of budgetAlzheimer's Family Caregiver Support Center Inc: $5,000 over 1y, 0.2% of budgetWinchester Cooperative Nursery School Inc: $3,000 over 3y, 0.2% of budgetPhoenix Children's Hospital: $1,000 over 1y, 0.0% of budgetThe Michael J Fox Foundation for Parkinson's Research: $1,000 over 1y, 0.0% of budgetBlood Cancer United Inc: $1,000 over 1y, 0.0% of budgetThe Boston Globe Foundation Inc: $1,000 over 1y, 0.1% of budgetNcga Foundation: $526 over 1y, 0.0% of budgetAlzheimer's Disease & Related Disorders Association Inc: $500 over 1y, 0.0% of budgetGivenGain Foundation USA: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 19.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Eastern Bank FoundationMA13× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Eastern Bank Foundation · Renaissance Charitable Foundation Inc · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Dan and Terese Heintzelman Family Fnd with peer funders

About Dan and Terese Heintzelman Family Fnd

How much does Dan and Terese Heintzelman Family Fnd give?
Dan and Terese Heintzelman Family Fnd reported 19 grants totaling $353,500 in its FY2024 IRS filing. It funded between 15 and 17 organizations a year over FY2020 to FY2023.
What does Dan and Terese Heintzelman Family Fnd fund?
By grant dollars over FY2020 to FY2024, its largest causes are Philanthropy (38%), Education (32%), Arts & Culture (9%).
Who are Dan and Terese Heintzelman Family Fnd's largest grantees?
By total granted over FY2020 to FY2024: Clarkson University ($389k), Community Servings Inc ($157k), Park City Education Foundation ($88k).
Does Dan and Terese Heintzelman Family Fnd fund new organizations?
In FY2023, 19% of the organizations it funded were first-time grantees.
Does Dan and Terese Heintzelman Family Fnd accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Dan and Terese Heintzelman Family Fnd?
Its strongest co-funders, measured against what their size predicts, include Eastern Bank Foundation, Renaissance Charitable Foundation Inc, The Bank of America Charitable Foundation Inc.
Where is Dan and Terese Heintzelman Family Fnd based?
Dan and Terese Heintzelman Family Fnd is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 42 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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