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
Among its reported 2024 grants, the largest include Heritage Residents Receiving Approv ($106,829), Heritage Benefit Fund ($4,887).
| Recipient | Purpose | Amount |
|---|---|---|
| HERITAGE RESIDENTS RECEIVING APPROV SHILLINGTON, PA | CHARITY CARE | $106,829 |
| HERITAGE BENEFIT FUND SHILLINGTON, PA | OPERATING SUPPORT | $4,887 |
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
Frequently Asked Questions
What is Heritage Campus Group?
Heritage Campus Group is a private foundation focused on Housing & Shelter, based in SHILLINGTON, PA. It holds $82.6M in total assets as of 2024.
How large is Heritage Campus Group?
As of 2024, Heritage Campus Group holds $82.6M in total assets with $18.4M in annual revenue. It awarded 2 grants totaling $112K in 2024.
Where does Heritage Campus Group operate?
Heritage Campus Group has awarded grants in Pennsylvania.
What size grants does Heritage Campus Group award?
In 2024, Heritage Campus Group awarded 2 grants totaling $112K — an average of about $56K per grant, based on its IRS Form 990 filings.
What is Heritage Campus Group's EIN?
Heritage Campus Group's EIN (Employer Identification Number) is 85-3072500. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heritage Campus Group's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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