Heritage Campus Group is a private foundation focused on Housing & Shelter, based in SHILLINGTON, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $82.6M in total assets. In 2024, it awarded 2 grants totaling $112K. Net investment income was $208K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$82.6M
-1.0% YoY
Annual Giving
$112K
+63.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$56K
+63.4% YoY
About Heritage Campus Group
Based on IRS filings
Heritage Campus Group is a private foundation focused on Housing & Shelter, based in SHILLINGTON, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $82.6M in total assets. In 2024, it awarded 2 grants totaling $112K. Net investment income was $208K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $82,645,842 | $83,495,683 | $89,878,289 |
| Revenue | $18,350,708 | $13,213,010 | $4,561,496 |
| Expenses | $21,168,436 | $19,825,491 | $7,590,746 |
| Qualifying Distributions | $6,045,301 | $7,324,357 | $3,045,637 |
| Net Investment Income | $208,124 | $44,002 | $6,366 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LORNA GLEASON | CHAIR | 3 | $10,000 |
| WILLIAM C HAASE | VICE CHAIR | 1 | $8,000 |
| ADRIENNE WALKER | SECRETARY | 3 | $8,000 |
| JAMES NUGENT | TREASURER | 1 | $8,000 |
| MAUREEN SPIVACK | DIRECTOR | 3 | $13,000 |
| DOUGLAS W WALTHER | EXEC DIR, THE HERITAGE OF GREEN HILLS | 40 | $274,220 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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