Nonprofit · EIN 56-6023076
HEINEMAN-ROBICSEK FOUNDATION INC
Tax-exempt · CHARLOTTE, NC 28235
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,955,323 | $1,702,771 | $3,252,552 | $17,416,867 | $238,070 | $17,178,797 |
| December 31, 2024 | 990 | $2,607,106 | $2,371,066 | $236,040 | $12,773,162 | $209,926 | $12,563,236 |
| December 31, 2023 | 990 | $5,890,991 | $1,821,575 | $4,069,416 | $11,321,797 | $94,757 | $11,227,040 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,658,825
- Program service revenue
- $0
- Investment income
- $270,587
- Other revenue
- $25,911
Expenses
- Grants and similar amounts paid
- $948,291
- Compensation of officers, directors and key employees
- $53,000
- Other salaries and wages
- $171,820
- Salaries, compensation and benefits (total)
- $276,217
- Professional fundraising fees
- $0
- Occupancy
- $110,601
- Depreciation
- $32,253
- Program services (functional)
- $1,499,272
- Management and general (functional)
- $203,499
Balance sheet and other
- Total assets, start of year
- $12,773,162
- Total assets, end of year
- $17,416,867
- Total liabilities, end of year
- $238,070
- Net assets, end of year
- $17,178,797
- Land, buildings and equipment
- $3,324,271
- Publicly traded securities
- $12,115,991
- Net assets without donor restrictions
- $9,039,801
- Net assets with donor restrictions
- $8,138,996
- Gross receipts
- $4,955,323
- Employees
- 6
- Volunteers
- 50
- Year formed
- 1959
- State of legal domicile
- NC
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Theresa Johnson | Executive Dir. Officer | 25 | $51,500 | $1,500 |
| Daniel G Aceti | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Anders Bergendahl | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Maria Bergendahl | Board Member Trustee or director | 1 | $0 | $0 |
| James J Bissell | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Cecil | Treasurer/Secre Trustee or director, Officer | 1 | $0 | $0 |
| John C Cedarholm MD | Board Member Trustee or director | 1 | $0 | $0 |
| Carlos Cruz MD | Board Member Trustee or director | 1 | $0 | $0 |
| John M Fedor MD | Board Member Trustee or director | 1 | $0 | $0 |
| Charles F Furr Jr | Board Member Trustee or director | 1 | $0 | $0 |
| Robert A Wheeler | Board Member Trustee or director | 1 | $0 | $0 |
| Michael C Tarwater | Board Member Trustee or director | 1 | $0 | $0 |
| Marilyn Heineman | Board Member Trustee or director | 1 | $0 | $0 |
| June Heineman-Morris | Board Member Trustee or director | 1 | $0 | $0 |
| Jim Olsen | President Trustee or director, Officer | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stella Los de Paiz | Board Member Trustee or director | 1 | $0 |
| Fernando Paiz | Vice President Trustee or director, Officer | 1 | $0 |
| John CM Robicsek | Board Member Trustee or director | 1 | $0 |
| Steven A Robicsek MD PhD | Board Member Trustee or director, Officer | 1 | $0 |
| Manuel Rodriguez | Vice President Trustee or director, Officer | 1 | $0 |
| Geoffrey A Rose MD | Board Member Trustee or director | 1 | $0 |
| Dr Michael Schur | Board Member Trustee or director | 1 | $0 |
| Richard M Thigpen | Board Member Trustee or director | 1 | $0 |
| Dr Eric Skipper | Chairman Trustee or director, Officer | 1 | $0 |
| Conrad Emmerich | Board Member Trustee or director | 1 | $0 |
| Joan E Heineman-Schur | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Theresa Johnson | Executive Dir. Officer | 25 | $51,500 | $1,500 |
| Daniel G Aceti | Treasurer/Secre Trustee or director, Officer | 1 | $0 | $0 |
| Mr Anders Bergendahl | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| Mrs Maria Bergendahl | Board Member Trustee or director | 1 | $0 | $0 |
| Mr James J Bissell | Board Member Trustee or director | 1 | $0 | $0 |
| Christopher HA Cecil | Board Member Trustee or director | 1 | $0 | $0 |
| John C Cedarholm MD FACC | Board Member Trustee or director | 1 | $0 | $0 |
| Carlos Cruz DDS | Board Member Trustee or director | 1 | $0 | $0 |
| John M Fedor MD | Board Member Trustee or director | 1 | $0 | $0 |
| Charles F Furr Jr | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Norris B Harbold Jr | Board Member Trustee or director | 1 | $0 | $0 |
| Mr Michael C Tarwater | Board Member Trustee or director | 1 | $0 | $0 |
| Ms Marilyn Heineman | Board Member Trustee or director | 1 | $0 | $0 |
| Mrs June Heineman-Morris | Board Member Trustee or director | 1 | $0 | $0 |
| Mr James ES Hynes | Board Member Trustee or director | 1 | $0 | $0 |
| Ms Stella Los de Paiz | Board Member Trustee or director | 1 | $0 | $0 |
| Jeko M Madjarov MD | Board Member Trustee or director | 1 | $0 | $0 |
| Mr James C Olsen | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Mr Fernando Paiz | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Mr John CM Robicsek | Board Member Trustee or director | 1 | $0 | $0 |
| Steven A Robicsek MD PhD | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| Mr Manuel Rodriguez | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Geoffrey A Rose MD | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Michael Schur | Board Member Trustee or director | 1 | $0 | $0 |
| Richard M Thigpen | Board Member Trustee or director | 1 | $0 | $0 |
| Mr Robert A Wheeler | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Eric Skipper | Board Member Trustee or director | 1 | $0 | $0 |
| Conrad Emmerich | Board Member Trustee or director | 1 | $0 | $0 |
| Joan E Heineman-Schur | Board Member Trustee or director | 1 | $0 | $0 |
| R Stuart Dickson | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Theresa Johnson | Executive Dir. Officer | 25 | $51,500 | $1,500 |
| Daniel G Aceti | Treasurer/Secre Trustee or director, Officer | 1 | $0 | $0 |
| Mr Anders Bergendahl | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| Mrs Maria Bergendahl | Board Member Trustee or director | 1 | $0 | $0 |
| Mr James J Bissell | Board Member Trustee or director | 1 | $0 | $0 |
| Christopher HA Cecil | Board Member Trustee or director | 1 | $0 | $0 |
| John C Cedarholm MD FACC | Board Member Trustee or director | 1 | $0 | $0 |
| Carlos Cruz DDS | Board Member Trustee or director | 1 | $0 | $0 |
| John M Fedor MD | Board Member Trustee or director | 1 | $0 | $0 |
| Charles F Furr Jr | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Norris B Harbold Jr | Board Member Trustee or director | 1 | $0 | $0 |
| Mr Michael C Tarwater | Board Member Trustee or director | 1 | $0 | $0 |
| Ms Marilyn Heineman | Board Member Trustee or director | 1 | $0 | $0 |
| Mrs June Heineman-Morris | Board Member Trustee or director | 1 | $0 | $0 |
| Mr James ES Hynes | Board Member Trustee or director | 1 | $0 | $0 |
| Ms Stella Los de Paiz | Board Member Trustee or director | 1 | $0 | $0 |
| Jeko M Madjarov MD | Board Member Trustee or director | 1 | $0 | $0 |
| Mr James C Olsen | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Mr Fernando Paiz | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Mr John CM Robicsek | Board Member Trustee or director | 1 | $0 | $0 |
| Steven A Robicsek MD PhD | President Trustee or director, Officer | 1 | $0 | $0 |
| Mr Manuel Rodriguez | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| Geoffrey A Rose MD | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Michael Schur | Board Member Trustee or director | 1 | $0 | $0 |
| Richard M Thigpen | Board Member Trustee or director | 1 | $0 | $0 |
| Mr Robert A Wheeler | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Eric Skipper | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 35457, CHARLOTTE, NC 28235-5457
- In care of
- % MR DANIEL G ACETI
- Signed the 990
- Chris Cecil, Treasurer/Secre
- Phone
- (704) 248-4843
- Website
- WWW.HEINEMAN.ORG
- Return prepared by
- Foard and Company PA
Mission
Our current Mission Statement is: To enhance healthcare in Latin America, by providing public hospitals with essential medical equipment, supplies, training, and pioneering medical research. Our commitment extends to educating healthcare providers on the latest advancements in medical technology, practices, and research to make a lasting impact and improve the lives of their underserved populations. Concurrently, we provide grant support for medical research to qualified applicants, including, but not limited to cardiothoracic and vascular surgery, cardiology, oncology, anesthesiology, translational, and transformative research.
Program accomplishments
- HEINEMAN-ROBICSEK FOUNDATION, INC. (HRF) HAS A 55-YEAR HISTORY OF DELIVERING SUSTAINABLE HEALTHCARE TO CLINICALLY UNDERSERVED COUNTRIES THROUGH THE DONATION OF MEDICAL EQUIPMENT AND SUPPLIES AND BY OFFERING MEDICAL EDUCATION AND TRAINING TO HEALTH PROVIDERS GLOBALLY. ITS MAJOR ACHIEVEMENTS INCLUDE: INITIATED THE FIRST INVASIVE CARDIOLOGY AND HEART SURGICAL PROGRAMS IN THREE COUNTRIES; STARTED VASCULAR SURGERY IN ANTIGUA, WEST INDIES; CO-FOUNDED THE FIRST HEART INSTITUTE (UNICAR) IN CENTRAL AMERICA; FULLY EQUIPPED THE FIRST CHILDREN'S HOSPITAL IN HONDURAS; DELIVERED 11 INTENSIVE CARE UNITS; INSTALLED 8 HEART CATHETERIZATION LABORATORIES; FURNISHED OUTPATIENT CLINICS AND PUBLIC HEALTH INSTITUTES; IMPLEMENTED A NETWORK OF 16 NON-INVASIVE CARDIAC ECHO STATIONS IN CENTRAL AMERICA AND THE CARIBBEAN; ESTABLISHED THE FIRST PUBLIC WOMENS BREAST CANCER SCREENING UNIT IN BELIZE; DEPLOYED A MOBILE MEDICAL CLINIC TO NICARAGUA AND GUATEMALA; PROVIDED OPERATING ROOM EQUIPMENT; FULLY FURNISHED KITCHEN AT A RESIDENT HOME PREPARING OVER 1,000 MEALS/DAY; SUPPORTED COVID-19 RELIEF EFFORTS; REFRESHED 3 OPERATING ROOMS AT RUTH PAZ HOSPITAL IN HONDURAS WITH UPGRADED EQUIPMENT; DELIVERED 3 ULTRASOUND UNITS TO HOSPITALS IN GUATEMALA. IN ADDITION TO OUR MEDICAL INITIATIVES, HRF IS ALSO INVOLVED IN CLINICAL AND PUBLIC EDUCATIONAL PROGRAMS. IN 2012, HRF PARTNERED WITH FUNDACIN SERGIO PAIZ ANDRADE (FUNSEPA), A GUATEMALAN NON-PROFIT ORGANIZATION, WHO REFURBISHES COMPUTERS DONATED BY HRF AND DISSEMINATES THEM TO THE RURAL PUBLIC SCHOOLS THROUGHOUT GUATEMALA. HRF RECEIVES NUMEROUS REQUESTS FOR DONATIONS EACH YEAR. DONEES ARE VETTED BY HRF BOARD MEMBERS, IN-COUNTRY PARTNERS, AND VOLUNTEERS, AS WELL AS U.S. ORGANIZATIONS WORKING IN THE SAME LOCATION WHO HAVE KNOWLEDGE OF THE PROPOSED DONEE. THE REQUEST FOR SUPPORT IS REVIEWED BY THE HRF OUTREACH SUBCOMMITTEE AND THEN RECOMMENDED TO THE EXECUTIVE COMMITTEE FOR SELECTION. DONEES WHO RECEIVE SUPPORT MAINTAIN AN ONGOING RELATIONSHIP WITH HRF, WHICH PERMITS HRF TO CONFIRM THAT THE DONATION IS BEING USED FOR THE INTENDED PURPOSE AND TRACK OUTCOMES.Expenses $1,499,272 · grants $948,291
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6023076
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,416,867
- Income (IRS master file)
- $4,955,323
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,955,323 | $1,702,771 | $17,416,867 | XML |
| 990 | December 2024 | $2,607,106 | $2,371,066 | $12,773,162 | XML |
| 990 | December 2023 | $5,890,991 | $1,821,575 | $11,321,797 | XML |
| 990 | December 2022 | $1,635,571 | $1,303,137 | $6,277,536 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 56-6023076).
Questions about HEINEMAN-ROBICSEK FOUNDATION INC
- What is the EIN of HEINEMAN-ROBICSEK FOUNDATION INC?
- The employer identification number (EIN) of HEINEMAN-ROBICSEK FOUNDATION INC is 56-6023076.
- Is HEINEMAN-ROBICSEK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to HEINEMAN-ROBICSEK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEINEMAN-ROBICSEK FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEINEMAN-ROBICSEK FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEINEMAN-ROBICSEK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of HEINEMAN-ROBICSEK FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 26 people; 1 received compensation from the organization, the highest $51,500 (Theresa Johnson, Executive Dir.).
- How much revenue does HEINEMAN-ROBICSEK FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,955,323, expenses of $1,702,771 and total assets of $17,416,867 at year end.
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