GrantmakersIllinois

Health Research and Educational Trust

Chicago, IL · EIN 36-2203931. Reported 29 grants totalling $649,512 to 29 organizations across tax years 2021-2024, on Form 990 Schedule I.

29organizations funded
$10,995median reported grant
$649,512granted, 2021-2024
0%of grantees funded again the next year
15%of dollars to its largest recipient

Does this grantmaker accept applications?

Its tax return does not say, and we will not guess. Private foundations file Form 990-PF, which asks outright whether they fund only organizations they select themselves -- 78% say yes, and that one answer is what lets the rest of this site tell you which foundations are worth approaching. Grantmaking charities like this one file a regular Form 990 instead, and the IRS never puts the question to them. Anyone claiming to know the answer from the filing is inventing it.

Three things in the filing do bear on it:

  1. What kind of organization it is. For Health Research and Educational Trust, the IRS classifies it under health care rather than as a grantmaker (NTEE E22E) -- it is an operating charity that also makes grants.
  2. How spread out its giving is. 29 distinct organizations, with 15% of the dollars going to the largest single recipient. That is genuinely spread out -- the mark of a funder making many independent decisions rather than underwriting one institution.
  3. How much its list changes. 0% of one year's grantees are funded again the next, across 3 year-to-year transitions. That is below the 57% median for grantmaking charities, and well below the 67% private foundations manage. A list that turns over this much is one a newcomer can realistically join.

How big are its grants?

The median reported grant is $10,995. Half of what it reported fell between $10,000 and $11,202; the smallest was $5,200 and the largest $100,000. If you are asking for materially more than the top of that range, you are asking the wrong organization.

Schedule I only reports grants over $5,000. Form 990 requires a charity to list recipients it paid more than that and lets it omit the rest, so every grant-size figure on this page describes the grants it reported, not all of them. Its real median is lower and its real recipient count is higher. This is also why these numbers cannot be compared with the private-foundation figures elsewhere on this site -- Form 990-PF has no reporting floor, so the two are different populations rather than two samples of one.
$5,000 - $10,000
1 grant
$10,000 - $25,000
24 grants
$50,000 - $100,000
1 grant
$100,000 - $250,000
3 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by the EIN the filer reported, not by name, so an organization that was typed differently in two years appears once rather than twice.

OrganizationLocationTotal receivedGrantsYears fundedLast
Boston Medical Center CorporationBoston, MA$100,000112024
Memorial Hermann Health SystemHouston, TX$100,000112023
Texas Health ResourcesArlington, TX$100,000112022
Yale New Haven HospitalNew Haven, CT$75,000112021
Northwell Health IncWestbury, NY$21,990112021
Memorial Healthcare SystemHollywood, FL$12,500112021
Yuma Regional Medical CenterYuma, AZ$12,500112021
H Lee Moffitt Cancer Center and Research Institute Hospital IncTampa, FL$11,202112021
Avera HealthSioux Falls, SD$10,995112021
Carolinas Medical Center-NortheastConcord, NC$10,995112021
Duke University Health System IncDurham, NC$10,995112021
Erie County Medical CenterBuffalo, NY$10,995112021
Hebrew Rehabilitation CenterRoslindale, MA$10,995112021
Mountain Pacific Quality HealthHelena, MT$10,995112021
Post Acute and Long Term Care Medical Association IncColumbia, MD$10,995112021
Promedica Health System IncToledo, OH$10,995112021
Regents of the University of California at San DiegoLa Jolla, CA$10,995112021
University of RochesterRochester, NY$10,995112021
US Department of Veterans AffairsWashington, DC$10,995112021
Orlando Health IncOrlando, FL$10,175112021
Adena Health SystemChillicothe, OH$10,000112022
Cedars-Sinai Medical CenterW Hollywood, CA$10,000112023
Englewood Hospital and Medical Center a New Jersey Nonprofit CorpEnglewood, NJ$10,000112024
Greater Baltimore Medical CenterTowson, MD$10,000112023
Meritus Medical Center IncHagerstown, MD$10,000112023
Phi Chi Medical Fraternity IncCharleston, SC$10,000112022
The New York and Presbyterian HospitalNew York, NY$10,000112024
Umass Memorial Health Care IncWorcester, MA$10,000112022
The Nemours FoundationJacksonville, FL$5,200112022

0 of 29 (0%) received money in more than one year over the 4 years we hold. Remember the $5,000 floor: an organization funded every year at $3,000 shows up here as never funded at all.

It also reported 11 groups of grants to individuals -- scholarships, emergency assistance and similar. Schedule I reports these by category with a headcount and never by name, so there is nothing here we could publish about the recipients even if we wanted to.

What the money was for

Taken verbatim from the purpose column of its filings, largest first. This is the closest thing to a statement of what it funds, in its own words.

What kind of organizations it funds

By each recipient's own IRS classification, for the 24 of 29 recipients we could match to a registered organization. These are assigned categories, not our guesses -- Schedule I reports the recipient's EIN, so this is a lookup rather than a name match.

Health Care
22 orgs
Community Improvement
1 org
Education
1 org

Giving by year

Tax yearGrants reportedTotalMedian grant
202117$264,312$10,995
20225$135,200$10,000
20234$130,000$10,000
20243$120,000$10,000

Tax years, not calendar years, and the most recent year is usually incomplete -- Form 990 arrives about a year after the year it covers, so a low final year means late paperwork rather than a grantmaker winding down.

Where its money goes

31% of its giving went to organizations in Texas. Community foundations and federated funds are usually the most geographically bounded funders there are -- being outside the footprint is normally disqualifying in a way that a weak programme fit is not.

Texas
$200K
Massachusetts
$121K
Connecticut
$75K
New York
$54K
Florida
$39K
Maryland
$31K
North Carolina
$22K
Ohio
$21K

Down to the city

Boston, MA
$100K
Houston, TX
$100K
Arlington, TX
$100K
New Haven, CT
$75K
Westbury, NY
$22K
Hollywood, FL
$12K

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Funders that support the same organizations

These grantmakers and private foundations gave to organizations this one also funded. Shared grantees are the strongest signal available that two funders have overlapping priorities -- and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund12 shared recipientsDonor Advised Charitable Giving Inc11 shared recipientsVanguard Charitable Endowment Program9 shared recipientsAmerican Cancer Society Inc9 shared recipientsNational Philanthropic Trust8 shared recipientsMorgan Stanley Global Impact Funding Trust Inc8 shared recipients

How to approach this grantmaker

  1. Look for a published programme first. Unlike most private foundations, organizations of this kind often do run open, deadlined grant cycles with written guidelines. Its own website is the authority on that; this page is the authority on who it has actually paid.
  2. Check you are its size. The median reported grant is $10,995 -- and because grants under $5,000 need not be reported, it very likely writes smaller cheques than this page can see.
  3. Check you are in its geography. Its giving concentrates in Texas.
  4. Read the recipient list for organizations like yours. If nothing on it resembles your work, that is a real answer and a cheap one to get.

Related guides

Foundations funding education in TexasEvery funder in this group, rankedFoundations funding education in MassachusettsEvery funder in this group, rankedFoundations funding education in ConnecticutEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from Health Research and Educational Trust's own Form 990 Schedule I filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred or estimated.

On its most recent return it told the IRS it made grants to 3 section 501(c)(3) organizations and 0 other organizations. That is the filer's own count for one year; the totals above cover every year we hold.

Address of record on the latest return: 155 North Wacker Drive 400, Chicago, IL, 60606.

EIN 36-2203931 · See the original filings on ProPublica · How we build this

This is history, not an open call. Form 990 is published about a year after the tax year it covers. Nothing on this page is a deadline. It is a record of who this organization has actually funded, which is the best available predictor of who it will fund next.

Is something here wrong about your organization? Email hello@funderscope.com and we will correct it.