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Nonprofit · EIN 46-5615275

DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC

Tax-exempt · WINCHESTER, MA 01890

Financials

$331K$576K2023$225K$393K2024$292K$630K2025
Revenue Expenses · by fiscal year end
Financials of DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$292,374$630,100-$337,726$3,156,106$0$3,156,106
December 31, 2024990-PF$224,717$393,320-$168,603$3,492,170$0$3,492,170
December 31, 2023990-PF$331,195$575,587-$244,392$3,657,621$0$3,657,621
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$53,196
Interest
$37,284
Net gain from sales of assets
$201,894

Expenses

Grants and similar amounts paid
$589,714
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$592,900
Excise tax on investment income
$3,582

Balance sheet and other

Total assets, start of year
$3,492,170
Total assets, end of year
$3,156,106
Total liabilities, end of year
$0
Net assets, end of year
$3,156,106
Fair market value of assets
$4,395,260
Qualifying distributions
$592,900
Net investment income
$292,374

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
DANIEL C HEINTZELMAN
PO BOX 4228, PARK CITY, UT 84060
PRESIDENT2$0
TERESE HEINTZELMAN
PO BOX 4228, PARK CITY, UT 84060
SECRETARY2$0
LORI J GREGG
50 MYRTLE TERRACE, WINCHESTER, MA 01890
TREASURER1$0
TIMOTHY D HEINTZELMAN
10 ORDWAY ROAD, WELLESLEY, MA 02481
DIRECTOR1$0
KIMBERLY LAVOIE
5 GRANDVIEW STREET, NATICK, MA 01760
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
DANIEL C HEINTZELMAN
PO BOX 4228, PARK CITY, UT 84060
PRESIDENT2$0
TERESE HEINTZELMAN
PO BOX 4228, PARK CITY, UT 84060
SECRETARY2$0
LORI J GREGG
50 MYRTLE TERRACE, WINCHESTER, MA 01890
TREASURER1$0
TIMOTHY D HEINTZELMAN
10 ORDWAY ROAD, WELLESLEY, MA 02481
DIRECTOR1$0
KIMBERLY LAVOIE
5 GRANDVIEW STREET, NATICK, MA 01760
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DANIEL C HEINTZELMAN
PO BOX 4228, PARK CITY, UT 84060
PRESIDENT2$0
TERESE HEINTZELMAN
PO BOX 4228, PARK CITY, UT 84060
SECRETARY2$0
LORI J GREGG
50 MYRTLE TERRACE, WINCHESTER, MA 01890
TREASURER1$0
TIMOTHY D HEINTZELMAN
10 ORDWAY ROAD, WELLESLEY, MA 02481
DIRECTOR1$0
KIMBERLY LAVOIE
5 GRANDVIEW STREET, NATICK, MA 01760
DIRECTOR1$0

Address and contacts

Address (IRS master file)
50 MYRTLE TER, WINCHESTER, MA 01890-3157
Signed the 990-PF
DANIEL C HEINTZELMAN, PRESIDENT
Phone
(617) 276-6407
Return prepared by
BAKER TILLY ADVISORY GROUP LP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-5615275
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,156,106
Income (IRS master file)
$1,083,339

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$292,374$630,100$3,156,106XML
990-PFDecember 2024$224,717$393,320$3,492,170XML
990-PFDecember 2023$331,195$575,587$3,657,621XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 46-5615275).

Questions about DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC

What is the EIN of DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC?
The employer identification number (EIN) of DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC is 46-5615275.
Is DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DAN AND TERESE HEINTZELMAN FAMILY 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 DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does DAN AND TERESE HEINTZELMAN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $292,374, expenses of $630,100 and total assets of $3,156,106 at year end.

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