STRATEGY STUDIO / PUBLIC DATA EXPLORER

HERITAGE HARBOR FOUNDATION

Cite this

Plain text HERITAGE HARBOR FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/050384641. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). HERITAGE HARBOR FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/050384641

MLA “HERITAGE HARBOR FOUNDATION.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/050384641. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $291K · expenses $369K · assets $4.1M

Also known as
C/O DR PATRICK T CONLEY
EIN
05-0384641
Address
1445 WAMPANOAG TRL UNIT 201, RIVERSIDE, RI 02915-1023
Website
WWW.HERITAGEHARBOR.ORG
NTEE code
-
Subsection
501(c)(3)
Ruling year
1981
Cross-check
ProPublica Nonprofit Explorer

Mission

HERITAGE HARBOR CORPORATION WAS ORGANIZED TO PROMOTE RHODE ISLAND HERITAGE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Ken Orenstein (former) INTERIM EXECUTIVE DIRECTOR2012-2014 $10,683$27,196 1
Dr Albert T Klyberg (former) DIRECTOR2009-2014 $0$212 1

Officers and directors, no compensation reported

41 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Patrick T Conley PRESIDENT2009-2024 4 $0 reported 3
Dr D Scott Malloy VICE-PRESIDE2022-2024 1 $0 reported 1
Lawrence C Reid SECRETARY2019-2024 1 $0 reported 2
Russell DeSimone TREASURER2016-2024 2 $0 reported 2
Dr Joyce Stevos BOARD MEMBER2016-2024 1 $0 reported 1
Al Beauparlant BOARD MEMBER2022-2024 2 $0 reported 1
Gail Cahalan-Conley BOARD MEMBER2021-2024 1 $0 reported 1
General James J D'Agostino BOARD MEMBER2022-2024 1 $0 reported 2
Kenneth Dooley BOARD MEMBER2016-2024 2 $0 reported 2
J Michael Levesque BOARD MEMBER2022-2024 1 $0 reported 1
Debra Mulligan BOARD MEMBER2024 1 $0 reported 2
Hon Matthew J Smith (former) BOARD MEMBER2016-2023 0 $0 reported 1
David Tessitore (former) BOARD MEMBER2022-2023 0 $0 reported 1
Patrick T Conley Jr (former) BOARD MEMBER2021-2023 0 $0 reported 2
Dr D Scott Molloy Jr (former) Vice President2016-2021 2 $0 reported 1
Robert Burke (former) Director2016-2021 0 $0 reported 1
Albert R Beauparlant (former) Director2017-2021 0 $0 reported 1
Gail Cahalan - Colony (former) DIRECTOR2020 0 $0 reported 1
Thomas P I Goddard (former) TREASURER2016-2018 1 $0 reported 1
Sean Dagesse (former) DIRECTOR2016-2017 0 $0 reported 1
Paul Caranci (former) DIRECTOR2012-2014 0 $0 reported 2
V Darrell Waldron (former) VICE PRESIDENT2009-2014 1 $0 reported 1
Dr Donald D Deignan (former) SECRETARY2009-2014 1 $0 reported 1
Anthony P Marandola (former) TREASURER2010-2014 1 $0 reported 1
Arthur I Fixler (former) AUDIT CHAIR2009-2014 1 $0 reported 1
Thomas Acquino (former) DIRECTOR2013-2014 0 $0 reported 1
Joseph R Distefano Esq (former) DIRECTOR2010-2014 0 $0 reported 1
Barry W Eager (former) DIRECTOR2009-2014 0 $0 reported 1
Patrick Guida Esq (former) DIRECTOR2013-2014 0 $0 reported 1
Jonathan Stevens (former) DIRECTOR2013-2014 0 $0 reported 1
Walter R Stone Esq (former) DIRECTOR2009-2014 0 $0 reported 1
Peter Wilbur (former) DIRECTOR2010-2014 0 $0 reported 1
Ramon Zorabedian (former) DIRECTOR2009-2014 0 $0 reported 1
Donna C Cupelo (former) VICE PRESIDENT2009-2012 1 $0 reported 1
Hon Robert Flanders Jr Esq (former) DIRECTOR2009-2012 0 $0 reported 1
Lisa Churchville (former) DIRECTOR2009-2012 0 $0 reported 1
Raymond Grigelevich (former) DIRECTOR2010-2012 0 $0 reported 1
Sue A Stenhouse (former) DIRECTOR2012 0 $0 reported 1
Serena Conley (former) DIRECTOR2012 0 $0 reported 1
Dr Roy J Nirschel (former) DIRECTOR2009-2011 0 $0 reported 1
Daniel J Hagerty (former) TREASURER2009 1 $0 reported 1

People by year

2024 · 11 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK T CONLEY PRESIDENT4 $0-$0 $03
DR D SCOTT MALLOY VICE-PRESIDE1 $0-$0 $01
LAWRENCE C REID SECRETARY1 $0-$0 $02
RUSSELL DESIMONE TREASURER2 $0-$0 $02
DR JOYCE STEVOS BOARD MEMBER1 $0-$0 $01
DR DEBRA MULLIGAN BOARD MEMBER1 $0-$0 $02
AL BEAUPARLANT BOARD MEMBER2 $0-$0 $01
GAIL CAHALAN-CONLEY BOARD MEMBER1 $0-$0 $01
GENERAL JAMES J D'AGOSTINO BOARD MEMBER1 $0-$0 $02
KENNETH DOOLEY BOARD MEMBER2 $0-$0 $02
J MICHAEL LEVESQUE BOARD MEMBER1 $0-$0 $01
2023 · 13 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK T CONLEY PRESIDENT0 $0-$0 $03
DR D SCOTT MALLOY VICE-PRESIDE0 $0-$0 $01
LAWRENCE C REID SECRETARY0 $0-$0 $02
RUSSELL DESIMONE TREASURER0 $0-$0 $02
HON MATTHEW J SMITH BOARD MEMBER0 $0-$0 $01
DR JOYCE STEVOS BOARD MEMBER0 $0-$0 $01
DAVID TESSITORE BOARD MEMBER0 $0-$0 $01
AL BEAUPARLANT BOARD MEMBER0 $0-$0 $01
GAIL CAHALAN-CONLEY BOARD MEMBER0 $0-$0 $01
PATRICK T CONLEY JR BOARD MEMBER0 $0-$0 $02
GENERAL JAMES J D'AGOSTINO BOARD MEMBER0 $0-$0 $02
KENNETH DOOLEY BOARD MEMBER0 $0-$0 $02
J MICHAEL LEVESQUE BOARD MEMBER0 $0-$0 $01
2022 · 13 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK T CONLEY PRESIDENT4 $0-$0 $03
DR D SCOTT MALLOY VICE-PRESIDE0 $0-$0 $01
LAWRENCE C REID SECRETARY0 $0-$0 $02
RUSSELL DESIMONE TREASURER3 $0-$0 $02
HON MATTHEW J SMITH BOARD MEMBER0 $0-$0 $01
DR JOYCE STEVOS BOARD MEMBER0 $0-$0 $01
DAVID TESSITORE BOARD MEMBER1 $0-$0 $01
AL BEAUPARLANT BOARD MEMBER2 $0-$0 $01
GAIL CAHALAN-CONLEY BOARD MEMBER0 $0-$0 $01
PATRICK T CONLEY JR BOARD MEMBER0 $0-$0 $02
GENERAL JAMES J D'AGOSTINO BOARD MEMBER0 $0-$0 $02
KENNETH DOOLEY BOARD MEMBER2 $0-$0 $02
J MICHAEL LEVESQUE BOARD MEMBER0 $0-$0 $01
2021 · 11 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dr Patrick Conley Esq President7 $0-$0 $03
Kenneth Dooley DIRECTOR0 $0-$0 $02
Lawrence C Reid SECRETARY0 $0-$0 $02
Dr D Scott Molloy Jr Vice President2 $0-$0 $01
Robert Burke Director0 $0-$0 $01
Russell DeSimone Director and Grants Commit1 $0-$0 $02
Dr Joyce Stevos Director0 $0-$0 $01
Matthew Smith Director0 $0-$0 $01
Albert R Beauparlant Director0 $0-$0 $01
GAIL CAHALAN - CONLEY DIRECTOR0 $0-$0 $01
PATRICK T CONLEY JR DIRECTOR0 $0-$0 $02
2020 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dr Patrick Conley Esq President7 $0-$0 $03
Kenneth Dooley DIRECTOR0 $0-$0 $02
Lawrence C Reid Secretary0 $0-$0 $02
Dr D Scott Molloy Jr Vice President2 $0-$0 $01
Robert Burke Director0 $0-$0 $01
Russell DeSimone TREASURER1 $0-$0 $02
Dr Joyce Stevos Director0 $0-$0 $01
Matthew Smith Director0 $0-$0 $01
GAIL CAHALAN - COLONY DIRECTOR0 $0-$0 $01
ALBERT R BEAUPARLANT DIRECTOR0 $0-$0 $01
2019 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK CONLEY ESQ PRESIDENT7 $0-$0 $03
KENNETH DOOLEY SECRETARY0 $0-$0 $02
LAWRENCE C REID TREASURER1 $0-$0 $02
DR D SCOTT MOLLOY JR VICE PRESIDENT2 $0-$0 $01
ROBERT BURKE DIRECTOR0 $0-$0 $01
RUSSELL DESIMONE DIRECTOR AND GRANTS COMMIT8 $0-$0 $02
DR JOYCE STEVOS DIRECTOR0 $0-$0 $01
MATTHEW SMITH DIRECTOR0 $0-$0 $01
ALBERT R BEAUPARLANT DIRECTOR2 $0-$0 $01
2018 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK CONLEY ESQ PRESIDENT7 $0-$0 $03
KENNETH DOOLEY SECRETARY0 $0-$0 $02
THOMAS P I GODDARD TREASURER1 $0-$0 $01
DR D SCOTT MOLLOY JR VICE PRESIDENT2 $0-$0 $01
ROBERT BURKE DIRECTOR0 $0-$0 $01
RUSSELL DESIMONE DIRECTOR AND GRANTS COMMIT8 $0-$0 $02
DR JOYCE STEVOS DIRECTOR0 $0-$0 $01
MATTHEW SMITH DIRECTOR0 $0-$0 $01
ALBERT R BEAUPARLANT DIRECTOR2 $0-$0 $01
2017 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK CONLEY ESQ PRESIDENT7 $0-$0 $03
SEAN DAGESSE DIRECTOR0 $0-$0 $01
KENNETH DOOLEY SECRETARY0 $0-$0 $02
THOMAS P I GODDARD TREASURER1 $0-$0 $01
DR D SCOTT MOLLOY JR VICE PRESIDENT2 $0-$0 $01
ROBERT BURKE DIRECTOR0 $0-$0 $01
RUSSELL DESIMONE DIRECTOR AND GRANTS COMMITTEE CHAIRMAN8 $0-$0 $02
DR JOYCE STEVOS DIRECTOR0 $0-$0 $01
MATTHEW SMITH DIRECTOR0 $0-$0 $01
ALBERT R BEAUPARLANT DIRECTOR2 $0-$0 $01
2016 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK CONLEY ESQ PRESIDENT3 $0$0$0 $03
SEAN DAGESSE DIRECTOR0 $0$0$0 $01
KENNETH DOOLEY SECRETARY1 $0$0$0 $02
THOMAS P I GODDARD TREASURER1 $0$0$0 $01
DR D SCOTT MOLLOY JR VICE PRESIDENT1 $0$0$0 $01
ROBERT BURKE DIRECTOR0 $0$0$0 $01
RUSSELL DESIMONE DIRECTOR2 $0$0$0 $02
DR JOYCE STEVOS DIRECTOR0 $0$0$0 $01
MATTHEW SMITH DIRECTOR0 $0$0$0 $01
2014 · 16 people listed · 1 paid, $11K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEN ORENSTEIN INTERIM EXECUTIVE DIRECTOR4 $10,683$0$0 $10,6831
DR PATRICK CONLEY ESQ PRESIDENT2 $0$0$0 $03
V DARRELL WALDRON VICE PRESIDENT1 $0$0$0 $01
DR DONALD D DEIGNAN SECRETARY1 $0$0$0 $01
ANTHONY P MARANDOLA TREASURER1 $0$0$0 $01
ARTHUR I FIXLER AUDIT CHAIR1 $0$0$0 $01
THOMAS ACQUINO DIRECTOR0 $0$0$0 $01
PAUL CARANCI DIRECTOR0 $0$0$0 $02
JOSEPH R DISTEFANO ESQ DIRECTOR0 $0$0$0 $01
BARRY W EAGER DIRECTOR0 $0$0$0 $01
PATRICK GUIDA ESQ DIRECTOR0 $0$0$0 $01
DR ALBERT T KLYBERG DIRECTOR0 $0$0$0 $01
JONATHAN STEVENS DIRECTOR0 $0$0$0 $01
WALTER R STONE ESQ DIRECTOR0 $0$0$0 $01
PETER WILBUR DIRECTOR0 $0$0$0 $01
RAMON ZORABEDIAN DIRECTOR0 $0$0$0 $01
2013 · 16 people listed · 1 paid, $17K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEN ORENSTEIN INTERIM EXECUTIVE DIRECTOR4 $16,513$0$0 $16,5131
DR PATRICK CONLEY ESQ PRESIDENT2 $0$0$0 $03
V DARRELL WALDRON VICE PRESIDENT1 $0$0$0 $01
DR DONALD D DEIGNAN SECRETARY1 $0$0$0 $01
ANTHONY P MARANDOLA TREASURER1 $0$0$0 $01
ARTHUR I FIXLER AUDIT CHAIR1 $0$0$0 $01
THOMAS ACQUINO DIRECTOR0 $0$0$0 $01
PAUL CARANCI DIRECTOR0 $0$0$0 $02
JOSEPH R DISTEFANO ESQ DIRECTOR0 $0$0$0 $01
BARRY W EAGER DIRECTOR0 $0$0$0 $01
PATRICK GUIDA ESQ DIRECTOR0 $0$0$0 $01
DR ALBERT T KLYBERG DIRECTOR0 $0$0$0 $01
JONATHAN STEVENS DIRECTOR0 $0$0$0 $01
WALTER R STONE ESQ DIRECTOR0 $0$0$0 $01
PETER WILBUR DIRECTOR0 $0$0$0 $01
RAMON ZORABEDIAN DIRECTOR0 $0$0$0 $01
2012 · 19 people listed · 1 paid, $212 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR ALBERT T KLYBERG DIRECTOR0 $212$0$0 $2121
DR PATRICK CONLEY ESQ PRESIDENT2 $0$0$0 $03
DONNA C CUPELO VICE PRESIDENT1 $0$0$0 $01
V DARRELL WALDRON VICE PRESIDENT1 $0$0$0 $01
WALTER R STONE ESQ VICE PRESIDENT1 $0$0$0 $01
DR DONALD D DEIGNAN SECRETARY1 $0$0$0 $01
ANTHONY P MARANDOLA TREASURER1 $0$0$0 $01
ARTHUR I FIXLER AUDIT CHAIR1 $0$0$0 $01
RAMON ZORABEDIAN DIRECTOR0 $0$0$0 $01
BARRY W EAGER DIRECTOR0 $0$0$0 $01
HON ROBERT FLANDERS JR ESQ DIRECTOR0 $0$0$0 $01
LISA CHURCHVILLE DIRECTOR0 $0$0$0 $01
PETER WILBUR DIRECTOR0 $0$0$0 $01
RAYMOND GRIGELEVICH DIRECTOR0 $0$0$0 $01
JOSEPH R DISTEFANO ESQ DIRECTOR0 $0$0$0 $01
SUE A STENHOUSE DIRECTOR0 $0$0$0 $01
SERENA CONLEY DIRECTOR0 $0$0$0 $01
PAUL CARANCI DIRECTOR0 $0$0$0 $02
KEN ORENSTEIN INTERIM EXECUTIVE DIRECTOR4 $0$0$0 $01
2011 · 16 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK CONLEY ESQ PRESIDENT2 $0$0$0 $03
DONNA C CUPELO VICE PRESIDENT1 $0$0$0 $01
V DARRELL WALDRON VICE PRESIDENT1 $0$0$0 $01
WALTER R STONE ESQ VICE PRESIDENT1 $0$0$0 $01
DR DONALD D DEIGNAN SECRETARY1 $0$0$0 $01
ANTHONY P MARANDOLA TREASURER1 $0$0$0 $01
ARTHUR I FIXLER AUDIT CHAIR1 $0$0$0 $01
RAMON ZORABEDIAN DIRECTOR0 $0$0$0 $01
BARRY W EAGER DIRECTOR0 $0$0$0 $01
DR ALBERT T KLYBERG DIRECTOR0 $0$0$0 $01
HON ROBERT FLANDERS JR ESQ DIRECTOR0 $0$0$0 $01
LISA CHURCHVILLE DIRECTOR0 $0$0$0 $01
PETER WILBUR DIRECTOR0 $0$0$0 $01
RAYMOND GRIGELEVICH DIRECTOR0 $0$0$0 $01
JOSEPH R DISTEFANO ESQ DIRECTOR0 $0$0$0 $01
DR ROY J NIRSCHEL DIRECTOR0 $0$0$0 $01
2010 · 15 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK CONLEY ESQ PRESIDENT2 $0$0$0 $03
DONNA C CUPELO VICE PRESIDENT1 $0$0$0 $01
V DARRELL WALDRON VICE PRESIDENT1 $0$0$0 $01
WALTER R STONE ESQ VICE PRESIDENT1 $0$0$0 $01
DR DONALD D DEIGNAN SECRETARY1 $0$0$0 $01
ANTHONY P MARANDOLA TREASURER1 $0$0$0 $01
ARTHUR I FIXLER AUDIT CHAIR1 $0$0$0 $01
RAMON ZORABEDIAN DIRECTOR0 $0$0$0 $01
BARRY W EAGER DIRECTOR0 $0$0$0 $01
DR ALBERT T KLYBERG DIRECTOR0 $0$0$0 $01
HON ROBERT FLANDERS JR ESQ DIRECTOR0 $0$0$0 $01
LISA CHURCHVILLE DIRECTOR0 $0$0$0 $01
PETER WILBUR DIRECTOR0 $0$0$0 $01
RAYMOND GRIGELEVICH DIRECTOR0 $0$0$0 $01
JOSEPH R DISTEFANO ESQ DIRECTOR0 $0$0$0 $01
2009 · 13 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PATRICK CONLEY ESQ PRESIDENT2 $0$0$0 $03
DONNA C CUPELO VICE PRESIDENT1 $0$0$0 $01
v DARRELL WALDRON VICE PRESIDENT1 $0$0$0 $01
WALTER R STONE ESQ VICE PRESIDENT1 $0$0$0 $01
DR dONALD D DEIGNAN sECRETARY1 $0$0$0 $01
DANIEL J HAGERTY TREASURER1 $0$0$0 $01
ARTHUR I FIXLER AUDIT CHAIR1 $0$0$0 $01
RAMON ZORABEDIAN DIRECTOR0 $0$0$0 $01
BARRY EAGER DIRECTOR0 $0$0$0 $01
dR ALBERT T KLYBERG DIRECTOR0 $0$0$0 $01
HON ROBERT FLANDERS JR DIRECTOR0 $0$0$0 $01
LISA CHURCHVILLE DIRECTOR0 $0$0$0 $01
DR ROY J NIRSCHEL DIRECTOR0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 8 grants to organizations · $112K
2023 · 18 grants to organizations · $160K
2022 · 12 grants to organizations · $32K
2021 · 13 grants to organizations · $30K
2020 · 10 grants to organizations · $26K
2019 · 14 grants to organizations · $66K
2018 · 19 grants to organizations · $111K
2017 · 13 grants to organizations · $137K
2016 · 9 grants to organizations · $138K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2020 · 1 contributor · $1.2M
#ContributorTypeCity, stateTotalNoncashSource
1 PATRICK GAIL CONLEY Person BRISTOL, RI $1,228,757$1,228,757 Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$291,178$368,841 $4,126,747$3,972,520 $14,400- ---
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$165,221$396,545 $4,209,998$3,960,981 -- ---
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$91,059$258,785 $7,423,708$5,364,375 $100- ---
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$305,822$387,658 $7,513,710$5,354,600 $0- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$1,432,628$432,924 $8,061,399$5,740,808 $1,228,757- $0--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$135,841$305,378 $3,867,974$3,750,991 $5,100- $0--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$226,356$294,276 $4,193,772$4,028,568 $2,880- $0--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$263,480$293,209 $4,121,375$4,119,027 $3,538- $0--
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$489,596$180,507 $4,017,554$4,017,419 $2,997$0 $000
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$0$33,930 $17,547,797$16,633,160 $0$0 $10,60100
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$1$217,332 $17,113,632$16,172,250 $0$0 $16,51300
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$19$28,694 $17,075,694$16,389,581 $0$0 $10,36500
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$2,430$35,317 $17,087,575$16,413,748 $2,400$0 $000
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$116,843$154,303 $17,168,902$16,446,541 $116,741$0 $000
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$389,505$420,228 $17,191,327$16,484,151 $389,373$0 $010

Funders of this organization

2 grantors reported grants to this organization, $2,014,958 in all, tax years 2019 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
THE RHODE ISLAND COMMUNITY FOUNDATION DAF sponsor Exact 2019-2024 11$2,009,958 2024$249,149
show
WARREN B GALKIN FOUNDATION Private foundation Fuzzy filed as “HERITAGE HARBOR FOUNDATION” 2024 1$5,000 2024$5,000
show

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MYAAMIA HERITAGE FOUNDATIONOKA23 $224,806$9,876 CHAIRMAN$0 Similar name, revenue within 2x
DESALES HERITAGE FOUNDATIONMOA12 $190,792$337,987 PresidentSecretary$0 Similar name, revenue within 2x
MUSTANG HERITAGE FOUNDATIONTND20 $483,027$1,284,560 Interim Executive Director$88,747 Similar name, revenue within 2x
ATRISCO HERITAGE FOUNDATIONNMT23 $166,164$452,936 CEO$56,192 Similar name, revenue within 2x
SRS HERITAGE FOUNDATION INCSCA80 $162,609$150,701 SECRETARY/TREAS$3,955 Similar name, revenue within 2x
RED OAK HERITAGE FOUNDATIONIAA80 $162,499$360,939 PRESIDENT$0 Similar name, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL PHILANTHROPIC TR DAF sponsor$2,558,6289 62020–2024 INDIA HERITAGE FOUNDATION BOSTON; CHRISTIAN HERITAGE USA FOUNDATION; FAMILY HERITAGE FOUNDATION INC; HOSTFEST-HERITAGE FOUNDATION and 2 more
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC DAF sponsor$1,186,3008 12013–2024 FOREST LAWN HERITAGE FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,015,59924 122016–2024 SOUTHERN HERITAGE AIR FOUNDATION; HERITAGE 21 FOUNDATION; PARRHASIAN HERITAGE FOUNDATION; LIVING HERITAGE FOUNDATION and 8 more
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$904,5007 22015–2023 SOUTHERN HERITAGE AIR FOUNDATION; CHRISTIAN HERITAGE USA FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$767,77828 62012–2024 CHRISTIAN HERITAGE USA FOUNDATION; FAMILY HERITAGE FOUNDATION INC; HERITAGE FOUNDATION; HERITAGE HILL FOUNDATION and 2 more
THE HARRY J LLOYD CHARITABLE TRUST Private foundation$475,0004 12019–2022 CHRISTIAN HERITAGE USA FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$405,30019 82017–2024 ARLINGTON CLUB HERITAGE FOUNDATION; HERITAGE HILL FOUNDATION; LIVING HERITAGE FOUNDATION; HERITAGE FARM FOUNDATION and 4 more
FOUNDATION FOR JEWISH PHILANTHROPIES DAF sponsor$400,1003 12013–2018 FOREST LAWN HERITAGE FOUNDATION INC
ANDREW W MELLON FOUNDATION Private foundation$400,0003 12019–2024 MANILATOWN HERITAGE FOUNDATION
THE COMMUNITY FOUNDATION FOR THE CSRA DAF sponsor$377,63014 12015–2023 SRS HERITAGE FOUNDATION INC
ROBERT AND CORA PEEPLES FOUNDATION Private foundation$320,8006 12020–2025 HERITAGE LIBRARY FOUNDATION INC
COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC DAF sponsor$304,4306 12012–2024 HERITAGE LIBRARY FOUNDATION INC
ALBEN F BATES AND CLARA G BATES FOUNDATION Private foundation$281,25012 12013–2024 ELMHURST HERITAGE FOUNDATION
ELIZABETH B AND PHILIP J HENDRICKSON FOUNDATION LTD Private foundation$250,0004 12012–2015 HERITAGE HILL FOUNDATION
THE BYERLY FOUNDATION Private foundation$207,5001 12020–2020 BUTLER HERITAGE FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $368,841 spent · pay $34,806 · grants $111,830 · events $5
LineAs describedTotalShare
Other expenses $118,863 32.2%
Contributions, gifts, grants paid $111,830 30.3%
Occupancy $33,704 9.1%
Other salaries and wages $32,049 8.7%
Depreciation and depletion $25,490 6.9%
Interest $18,183 4.9%
Fees: other professional $14,448 3.9%
Fees: accounting $11,349 3.1%
Pension plans and employee benefits $2,757 0.7%
Fees: legal $163 0.0%
Travel, conferences and meetings $5 0.0%
Total$368,841100%

View the filing

2023 · Form 990PF · $396,545 spent · pay $39,071 · grants $160,175 · events $48
LineAs describedTotalShare
Contributions, gifts, grants paid $160,175 40.4%
Other expenses $130,849 33.0%
Other salaries and wages $35,688 9.0%
Depreciation and depletion $27,263 6.9%
Occupancy $13,191 3.3%
Fees: legal $12,577 3.2%
Fees: accounting $7,981 2.0%
Interest $5,390 1.4%
Pension plans and employee benefits $3,383 0.9%
Travel, conferences and meetings $48 0.0%
Total$396,545100%

View the filing

2022 · Form 990PF · $258,785 spent · pay $8,669 · grants $31,800 · events $0
LineAs describedTotalShare
Other expenses $127,114 49.1%
Contributions, gifts, grants paid $31,800 12.3%
Interest $26,431 10.2%
Depreciation and depletion $26,181 10.1%
Fees: accounting $22,899 8.8%
Occupancy $13,191 5.1%
Other salaries and wages $7,319 2.8%
Fees: legal $2,500 1.0%
Pension plans and employee benefits $1,350 0.5%
Total$258,785100%

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2021 · Form 990PF · $387,658 spent · pay $50,851 · grants $29,500 · events $0
LineAs describedTotalShare
Other expenses $96,191 24.8%
Fees: accounting $69,838 18.0%
Printing and publications $62,946 16.2%
Other salaries and wages $50,851 13.1%
Contributions, gifts, grants paid $29,500 7.6%
Interest $28,313 7.3%
Depreciation and depletion $23,811 6.1%
Occupancy $22,431 5.8%
Taxes $3,777 1.0%
Total$387,658100%

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2020 · Form 990PF · $432,924 spent · pay $27,845 · grants $26,395 · events $0
LineAs describedTotalShare
Other expenses $244,896 56.6%
Fees: other professional $63,981 14.8%
Other salaries and wages $27,845 6.4%
Contributions, gifts, grants paid $26,395 6.1%
Interest $23,674 5.5%
Occupancy $22,083 5.1%
Depreciation and depletion $20,980 4.8%
Taxes $3,070 0.7%
Total$432,924100%

View the filing

2019 · Form 990PF · $305,378 spent · pay $8,029 · grants $65,727 · events $0
LineAs describedTotalShare
Other expenses $128,102 41.9%
Contributions, gifts, grants paid $65,727 21.5%
Fees: other professional $46,543 15.2%
Occupancy $23,642 7.7%
Depreciation and depletion $14,786 4.8%
Fees: accounting $8,901 2.9%
Other salaries and wages $8,029 2.6%
Fees: legal $6,740 2.2%
Interest $2,148 0.7%
Taxes $760 0.2%
Total$305,378100%

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2018 · Form 990PF · $294,276 spent · pay $0 · grants $111,435 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $111,435 37.9%
Other expenses $101,510 34.5%
Fees: other professional $53,280 18.1%
Occupancy $10,820 3.7%
Fees: accounting $8,959 3.0%
Depreciation and depletion $8,272 2.8%
Total$294,276100%

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2017 · Form 990PF · $293,209 spent · pay $0 · grants $137,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $137,000 46.7%
Other expenses $77,633 26.5%
Fees: other professional $53,831 18.4%
Occupancy $13,145 4.5%
Fees: accounting $8,534 2.9%
Depreciation and depletion $3,066 1.0%
Total$293,209100%

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2016 · Form 990 · $180,507 spent · pay $0 · grants $137,557 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $137,557$137,557-- 76.2%
Fees: accounting $15,820-$15,820- 8.8%
Fees: other services $13,088-$13,088- 7.3%
Occupancy $9,272-$9,272- 5.1%
Office expenses $3,030-$3,030- 1.7%
Information technology $974-$974- 0.5%
Advertising and promotion $500-$500- 0.3%
Interest $266-$266- 0.1%
Total$180,507100%

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2014 · Form 990 · $33,930 spent · pay $10,601 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $10,601-$10,601- 31.2%
Fees: accounting $8,075-$8,075- 23.8%
Occupancy $6,495-$6,495- 19.1%
Other (as described)STORAGE $6,000$6,000-- 17.7%
Office expenses $1,103-$1,103- 3.3%
Insurance $965-$965- 2.8%
Other (as described)MISCELLANEOUS $502$52-$450 1.5%
Other (as described)BANK/FINANCE CHARGES $179-$179- 0.5%
Other (as described)DUES AND SUBSCRIPTIONS $10$10-- 0.0%
Total$33,930100%

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2013 · Form 990 · $217,332 spent · pay $16,513 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $181,155-$181,155- 83.4%
Pay: officers, directors, trustees, key employees $16,513-$16,513- 7.6%
Other (as described)STORAGE $6,000$6,000-- 2.8%
Occupancy $4,320-$4,320- 2.0%
Fees: accounting $3,150-$3,150- 1.4%
Other (as described)DUES AND SUBSCRIPTIONS $2,302$2,302-- 1.1%
Office expenses $1,610-$1,610- 0.7%
Insurance $1,034-$1,034- 0.5%
Fees: other services $700-$700- 0.3%
Other (as described)BANK/FINANCE CHARGES $368-$368- 0.2%
Information technology $180-$180- 0.1%
Total$217,332100%

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2012 · Form 990 · $28,694 spent · pay $10,365 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $10,365-$10,365- 36.1%
Other (as described)STORAGE $6,000$6,000-- 20.9%
Occupancy $4,320-$4,320- 15.1%
Fees: accounting $2,814-$2,814- 9.8%
Other (as described)DUES AND SUBSCRIPTIONS $2,500$2,500-- 8.7%
Office expenses $1,233-$1,233- 4.3%
Insurance $523-$523- 1.8%
Other (as described)CONSULTANTS $489$489-- 1.7%
Other (as described)BANK/FINANCE CHARGES $287-$287- 1.0%
Interest $89-$89- 0.3%
Fees: legal $44-$44- 0.2%
All other expenses $30$30-- 0.1%
Total$28,694100%

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2011 · Form 990 · $35,317 spent · pay $0 · grants $4,508 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSULTANTS $8,332$8,332-- 23.6%
Other (as described)STORAGE $6,000$6,000-- 17.0%
Occupancy $4,520-$4,520- 12.8%
Grants to US organizations and governments $4,508$4,508-- 12.8%
Fees: accounting $4,306-$4,306- 12.2%
Insurance $3,073-$3,073- 8.7%
Other (as described)DUES AND SUBSCRIPTIONS $2,500$2,500-- 7.1%
Office expenses $1,826$11$1,815- 5.2%
Other (as described)BANK/FINANCE CHARGES $212-$212- 0.6%
All other expenses $40$40-- 0.1%
Total$35,317100%

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2010 · Form 990 · $154,303 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSULTANTS $128,862$128,862-- 83.5%
Other (as described)STORAGE $6,000$6,000-- 3.9%
Fees: legal $4,638-$4,638- 3.0%
Insurance $4,053-$4,053- 2.6%
Interest $3,354-$3,354- 2.2%
Office expenses $2,815$188$2,627- 1.8%
Fees: accounting $2,540-$2,540- 1.6%
Occupancy $1,500-$1,500- 1.0%
Other (as described)DUES AND SUBSCRIPTIONS $228$228-- 0.1%
Other (as described)MISCELLANEOUS $130$130-- 0.1%
Other (as described)BANK/FINANCE CHARGES $93-$93- 0.1%
All other expenses $90-$90- 0.1%
Total$154,303100%

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2009 · Form 990 · $420,228 spent · pay $2,549 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSULTANTS $333,158$333,158-- 79.3%
Fees: legal $36,235-$36,235- 8.6%
Fees: accounting $10,802-$10,802- 2.6%
Office expenses $7,506$1,488$6,018- 1.8%
Occupancy $6,424-$6,424- 1.5%
Other (as described)REPAIRS & MAINTENANCE $6,328-$6,328- 1.5%
Other (as described)Storage $6,000$6,000-- 1.4%
Insurance $3,380-$3,380- 0.8%
Other (as described)DUES AND SUBSCRIPTIONS $3,020$3,020-- 0.7%
Other (as described)BOOKKEEPING $2,583$2,066$310$207 0.6%
Other salaries and wages $1,562$1,250$187$125 0.4%
All other expenses $1,367$755$612- 0.3%
Payroll taxes $987$790$118$79 0.2%
Travel $531$531-- 0.1%
Fees: other services $267$214$32$21 0.1%
Interest $78-$78- 0.0%
Total$420,228100%

View the filing