Heritage Harbor Foundation
Heritage Harbor Foundation is a private foundation, based in East Providence, RI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 8 grants totaling $112K.
Heritage Harbor Foundation at a glance
In short: Heritage Harbor Foundation gave $112K across 8 grants in 2025 (avg $14K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $111,830
- -30.2% vs 2024
- Grants made (2025)
- 8
- -55.6% vs 2024
- Average grant
- $13,979
- +57.1% vs 2024
- Median grant
- $3,450
- Total assets
- $4,126,747
- -2.0% vs 2024
- Primary geography
- Rhode Island (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Heritage Harbor Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Rhode Island Publications Society ($56K). Together the top 8 received $112K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 59 grants of 61 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Heritage Harbor Foundation gives
- Giving grew 279% from 2022 to 2025. Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $26K (2021) to $160K (2024). In 2025 it made 8 grants totaling $112K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rhode Island Publications Society Providence, RI | Editing of RI History Books | $56,000 |
| Rhode Island Heritage Hall of Fame Riverside, RI | For HOF Biographical Research Projec | $40,000 |
| RI Slave History Medallions Newport, RI | Geo T Downing Statue | $5,000 |
| Dr Robert Billington Environmental Central Fall, RI | To Fund Teaching of Blackstone River | $4,400 |
| The Friends of the Loof Carousel at Pawtucket, RI | For Signage | $2,500 |
| Westerly Armory Restoration Westerly, RI | For Printing Brochures | $1,930 |
| RI Commandery Military Order of TH Pawtucket, RI | Civil War Tribute | $1,000 |
| Battery B First RI Light Artillery Eldersburg, MD | Biography of SGT Albert Straight | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,126,747 | $291,178 | $368,841 | $111,830 | 8 | $173,279 | — | $171,582 |
| 2024 | $4,209,998 | $165,221 | $396,545 | $160,175 | 18 | $205,511 | — | $164,916 |
| 2023 | $7,423,708 | $91,059 | $258,785 | $31,800 | 12 | $96,503 | — | $156,965 |
| 2022 | $7,513,710 | $305,822 | $387,658 | $29,500 | 13 | $125,103 | $32,677 | $190,608 |
| 2021 | $8,061,399 | $1,432,628 | $432,924 | $26,395 | 10 | — | — | $187,517 |
| 2019 | $4,193,772 | $226,356 | $294,276 | $111,435 | 19 | — | $87,109 | $191,894 |
Under IRS private-foundation payout rules, Heritage Harbor Foundation reported a distributable amount of $172K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heritage Harbor Foundation is led by Patrick T. Conley, President on every filing since 2019; none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Patrick T. Conley
President
On filings since 2019
4 hrs/week
No compensation reported
Joyce Stevos
Board Member
Director → Board Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Kenneth Dooley
Board Member
Secretary → Director, 2021
Director → Board Member, 2023
On filings since 2019
2 hrs/week
No compensation reported
Russell Desimone
Treasurer
Treasurer → Director & Grants Committee, 2022
Director & Grants Committee → Treasurer, 2023
On filings since 2019
2 hrs/week
No compensation reported
Lawrence C. Reid
Secretary
On filings since 2021
1 hr/week
No compensation reported
Al Beauparlant
Board Member
On filings since 2023
2 hrs/week
No compensation reported
D. Scott Malloy
Vice President
On filings since 2023
1 hr/week
No compensation reported
Gail Cahalan-Conley
Board Member
On filings since 2023
1 hr/week
No compensation reported
General James J. D'agostino
Board Member
On filings since 2023
1 hr/week
No compensation reported
J. Michael Levesque
Board Member
On filings since 2023
1 hr/week
No compensation reported
Debra Mulligan
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (9)
- Former: Matthew J. Smith (2019–2024) — Board Member
- Former: Patrick T. Conley Jr. (2022–2024) — Board Member
- Former: David Tessitore (2023–2024) — Board Member
- Former: Albert R Beauparlant (2019–2022) — Director
- Former: D Scott Molloy Jr. (2019–2022) — Vice President
- Former: Robert Burke (2019–2022) — Director
- Former: Gail Cahalan - Conley (2022) — Director
- Former: Gail Cahalan - Colony (2021) — Director
- Former: Thomas P. I. Goddard (2019) — Treasurer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heritage Harbor Foundation
How much does Heritage Harbor Foundation give each year?
Heritage Harbor Foundation gave $112K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $160K across 18 grants.
What is Heritage Harbor Foundation's typical grant size?
Heritage Harbor Foundation's median grant in 2025 was $3,450, and its average grant was $13,979, across 8 grants on its 2025 IRS Form 990-PF.
Where does Heritage Harbor Foundation give grants?
Heritage Harbor Foundation gives mostly in Rhode Island: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pawtucket, RI (2 grants).
Does Heritage Harbor Foundation give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Heritage Harbor Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Heritage Harbor Foundation's largest grantees?
Heritage Harbor Foundation's largest 2025 grantees include Rhode Island Publications Society ($56,000), Rhode Island Heritage Hall of Fame ($40,000) and RI Slave History Medallions ($5,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is Heritage Harbor Foundation?
Heritage Harbor Foundation reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $173K in qualifying distributions that year, against a required minimum of $172K (roughly 5% of its investment assets).
What is Heritage Harbor Foundation's EIN?
Heritage Harbor Foundation's EIN (Employer Identification Number) is 05-0384641. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS January 7, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Explore Open Grants
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