Nonprofit · EIN 13-6082899
HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC
Tax-exempt · NEW YORK, NY 10005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,402,309 | $1,207,831 | $3,194,478 | $17,587,159 | $0 | $17,587,159 |
| December 31, 2023 | 990-PF | $500,909 | $1,288,516 | -$787,607 | $14,392,692 | $0 | $14,392,692 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $471,218
- Net gain from sales of assets
- $3,933,761
- Other income
- -$2,670
Expenses
- Grants and similar amounts paid
- $957,375
- Disbursements for charitable purposes
- $1,069,515
- Excise tax on investment income
- $59,307
Balance sheet and other
- Total assets, start of year
- $14,392,692
- Total assets, end of year
- $17,587,159
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,587,159
- Fair market value of assets
- $20,083,688
- Qualifying distributions
- $1,069,515
- Net investment income
- $4,404,979
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA BERGENDAHL CHALET FAR NIENTE CHEMIN DE LA MOR, VERBIER, CH1936, SZ | DIRECTOR | 1 | $0 |
| MARILYN HEINEMAN 475 PARK AVENUE, NEW YORK, NY 10022 | DIRECTOR | 1 | $0 |
| JUNE C HEINEMAN-MORRIS 75 BAY ROAD, BROOKLIN, ME 04616 | DIRECTOR | 1 | $0 |
| ANDERS BERGENDAHL CHALET FAR NIENTE CHEMIN DE LA MOR, VERBIER, CH1936, SZ | DIRECTOR | 1 | $0 |
| MICHAEL SCHUR M D 10560 SOUTH TROPICAL TRAIL, MERRITT ISLAND, FL 32952 | DIRECTOR | 1 | $0 |
| MOLLY CUMMINGS PO BOX 228, YORK, NY 14592 | DIRECTOR | 1 | $0 |
| ANN R PODLIPNY 98 BIRCH ROAD, CHESTER, NH 030364001 | DIRECTOR | 1 | $0 |
| STEPHAN PATERNOT 7905 HILLSIDE AVE, LOS ANGELES, CA 90046 | DIRECTOR | 1 | $0 |
| LAURIE HEINEMAN 321 E 43 ST APT 309, NEW YORK, NY 10017 | TREASURER | 1 | $0 |
| CRISTA C BERGENDAHL 132 46 SALTSJO-BOO, KAPTENSVAGEN, SW | SECRETARY | 1 | $0 |
| ANNA PATERNOT 7905 HILLSIDE AVE, LOS ANGELES, CA 90046 | VICE PRESIDENT | 1 | $0 |
| HUNTER MORRIS 2990 PEBBLE CREEK STREET, MELBOURNE, FL 32935 | DIRECTOR | 1 | $0 |
| DANIEL SCHUR 606 WEST 42ND ST APT 321, NEW YORK, NY 10036 | DIRECTOR | 1 | $0 |
| C DAVID BERGENDAHL 167 63 BROMMA, BERGVIKSVAGEN, SW | DIRECTOR | 2 | $0 |
| ALEXANDER BERGENDAHL 132 46 SALTSJO-BOO, KAPTENSVAGEN, SW | PRESIDENT | 1 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MADELEINE PATERNOT 1936 VERBIER, ROUTE DE VERBIER STATI, SZ | DIRECTOR | 1 | $0 |
| BETTINA ENRIQUEZ BERGENDAHL 167 63 BROMMA, BERGVIKSVAGEN, SW | DIRECTOR | 1 | $0 |
| LIDA RUNNING CRANE 1237 HOWELL ST, MISSOULA, MT 59802 | DIRECTOR | 1 | $0 |
| MAGDA PODLIPNY 5230 LOWER MARTIN LANE, FLORENCE, MT 59833 | DIRECTOR | 1 | $0 |
| DAVID HUSBANDS 9 GUION ROAD, LONDON, SW6 4UD, UK | DIRECTOR | 1 | $0 |
| KAYLUM SMITH 9 GUION ROAD, LONDON, SW6 4UD, UK | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA BERGENDAHL CHALET FAR NIENTE CHEMIN DE LA MOR, VERBIER, CH1936, SZ | DIRECTOR | 1 | $0 |
| MARILYN HEINEMAN 475 PARK AVENUE, NEW YORK, NY 10022 | DIRECTOR | 1 | $0 |
| JUNE C HEINEMAN-MORRIS 940 W WHITMIRE DR, MELBOURNE, FL 32935 | DIRECTOR | 1 | $0 |
| ANDERS BERGENDAHL CHALET FAR NIENTE CHEMIN DE LA MOR, VERBIER, CH1936, SZ | DIRECTOR | 1 | $0 |
| MICHAEL SCHUR M D 10560 SOUTH TROPICAL TRAIL, MERRITT ISLAND, FL 32952 | DIRECTOR | 1 | $0 |
| MOLLY CUMMINGS PO BOX 228, YORK, NY 14592 | DIRECTOR | 1 | $0 |
| ANN R PODLIPNY 98 BIRCH ROAD, CHESTER, NH 030364001 | DIRECTOR | 1 | $0 |
| STEPHAN PATERNOT 7905 HILLSIDE AVE, LOS ANGELES, CA 90046 | DIRECTOR | 1 | $0 |
| LAURIE HEINEMAN 125 EAST 93RD ST APT 6C, NEW YORK, NY 10128 | VICE PRESIDENT | 1 | $0 |
| CRISTA C BERGENDAHL HELENEBORGSGATAN 9, STOCKHOLM, 11731, SW | SECRETARY | 1 | $0 |
| ANNA PATERNOT 7905 HILLSIDE AVE, LOS ANGELES, CA 90046 | TREASURER | 1 | $0 |
| HUNTER MORRIS 940 W WHITMIRE DR, MELBOURNE, FL 32935 | DIRECTOR | 1 | $0 |
| DANIEL SCHUR 606 WEST 42ND ST APT 321, NEW YORK, NY 10036 | DIRECTOR | 1 | $0 |
| C DAVID BERGENDAHL HALSINGEGATAN 3, STOCKHOLM, 113023, SW | DIRECTOR | 2 | $0 |
| ALEXANDER BERGENDAHL HELENEBORGSGATAN 9, STOCKHOLM, 11731, SW | PRESIDENT | 1 | $0 |
| MADELEINE PATERNOT 78 KENSINGTON CHURCH ST, LONDON, W8 4BY, UK | DIRECTOR | 1 | $0 |
| BETTINA ENRIQUEZ BERGENDAHL HALSINGEGATAN 3, STOCKHOLM, 113 23, SW | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O BBH CO 140 BROADWAY PB-TAX S, NEW YORK, NY 10005-0000
- In care of
- % BROWN BROTHERS HARRIMAN & CO
- Signed the 990-PF
- LAURIE HEINEMAN, TREASURER
- Phone
- (212) 493-8000
- Website
- www.heinemanfoundation.org
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6082899
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1950
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,587,159
- Income (IRS master file)
- $10,836,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,402,309 | $1,207,831 | $17,587,159 | XML |
| 990-PF | December 2023 | $500,909 | $1,288,516 | $14,392,692 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6082899).
Questions about HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC
- What is the EIN of HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC?
- The employer identification number (EIN) of HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC is 13-6082899.
- Is HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC?
- The 990-PF for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
- How much revenue does HEINEMAN FOUNDATION FOR RESRCH EDU CTNL CHARITABLE & SCI PURPOSES INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,402,309, expenses of $1,207,831 and total assets of $17,587,159 at year end.
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