EIN 01-0782316

The Heritage Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2004
Most recent tax filings
2024-06-01
NTEE code, primary
Description
The Heritage Fund is a private foundation located in Princeton, NJ that primarily funds unrestricted grants. Grantees include The Wilberforce School and several others. Last year, it made a total of 19 grants.
Total revenues
$140,683
2024
Total expenses
$197,163
2024
Total assets
$3,553,177
2024
Num. employees
0
2024

Grants made by The Heritage Fund

GranteeGrant descriptionAmount
The Wilberforce SchoolUnrestricted Charitable Grant$50,000
Daughters Against Alzheimer'sUnrestricted Charitable Grant$15,000
Navigators Christian FellowshipUnrestricted Charitable Grant$15,000
...and 12 more grants made

Personnel at The Heritage Fund

NameTitleCompensation
Howe WhitmanPresident$0

Financials for The Heritage Fund

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Investment income and dividends$135,645
Net rental income$0
Net gain from sale of non-inventory assets$5,038
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$140,683

Form 990s for The Heritage Fund

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-14990PFView PDF
2023-062023-11-14990PFView PDF
2022-062022-11-14990PFView PDF
2021-062021-11-15990PFView PDF
2020-062021-06-14990PFView PDF
...and 10 more Form 990s
Data update history
January 18, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 21, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
9 Nelson Ridge Rd
Princeton, NJ 08540
Metro area
Trenton-Princeton, NJ
County
Mercer County, NJ
Website URL
theheritage.com/ 
Phone
(863) 688-1201
IRS details
EIN
01-0782316
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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