Heritage Harbor Foundation
Heritage Harbor Foundation is a private foundation, based in EAST PROVIDENCE, RI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 18 grants totaling $160K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-43.3% YoY
Annual Giving
$160K
+403.7% YoY
Grant Count
18
+50.0% YoY
Avg Grant Size
$9K
+235.8% YoY
Under IRS private-foundation payout rules, Heritage Harbor Foundation reported a distributable amount of $165K for 2024 — the minimum it must pay out in qualifying distributions.
About Heritage Harbor Foundation
Based on IRS filings
Heritage Harbor Foundation is a private foundation, based in EAST PROVIDENCE, RI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 18 grants totaling $160K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,209,998 | $7,423,708 | $7,513,710 |
| Revenue | $165,221 | $91,059 | $305,822 |
| Expenses | $396,545 | $258,785 | $387,658 |
| Qualifying Distributions | $205,511 | $96,503 | $125,103 |
| Net Investment Income | — | — | $32,677 |
| Distributable Amount | $164,916 | $156,965 | $190,608 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rhode Island Heritage Hall of Fame ($101,000), Rhode Island Publications Society ($15,000), Japan-america Society of Ri ($9,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 3G BROADCASTING NEWPORT, RI | WADK RI HISTORY PROGRAMMING | $2,000 |
| AMERICAN BATTLEFIELD TRUST WASHINGTON, DC | BATTLE OF RI SITE | $3,800 |
| FRIENDS OF LINDEN PLACE BRISTOL, RI | FOR LECTURE SERIES | $5,000 |
| HAMILTON HOUSE PROVIDENCE, RI | RI EDUCATIONAL LECTURES | $2,000 |
| JAPAN-AMERICA SOCIETY OF RI NEWPORT, RI | BLACK SHIPS FESTIVAL | $9,000 |
| MILE OF HISTORY ASSOCIATION PROVIDENCE, RI | BENEFIT STREET REVIVAL | $2,000 |
| PAWTUXET RANGERS WARWICK, RI | 250TH NATIONAL MUSTER | $7,500 |
| PORTSMOUTH HISTORICAL SOCIETY PORTSMOUTH, RI | BATTLE OF RI PROJECT | $2,500 |
| PROVIDENCE VA HOSPITAL PROVIDENCE, RI | 75TH ANNIVERSARY FLYERS | $405 |
| RHODE ISLAND AVAIATION HALL OF FAME PROVIDENCE, RI | INDUCTION CEREMONY | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR PATRICK T CONLEY | PRESIDENT | — | — |
| DR D SCOTT MALLOY | VICE-PRESIDE | — | — |
| LAWRENCE C REID | SECRETARY | — | — |
| RUSSELL DESIMONE | TREASURER | — | — |
| HON MATTHEW J SMITH | BOARD MEMBER | — | — |
| DR JOYCE STEVOS | BOARD MEMBER | — | — |
| DAVID TESSITORE | BOARD MEMBER | — | — |
| AL BEAUPARLANT | BOARD MEMBER | — | — |
| GAIL CAHALAN-CONLEY | BOARD MEMBER | — | — |
| PATRICK T CONLEY JR | BOARD MEMBER | — | — |
| GENERAL JAMES J D'AGOSTINO | BOARD MEMBER | — | — |
| KENNETH DOOLEY | BOARD MEMBER | — | — |
| J MICHAEL LEVESQUE | BOARD MEMBER | — | — |
Frequently Asked Questions
How large is Heritage Harbor Foundation?
As of 2024, Heritage Harbor Foundation holds $4.2M in total assets with $165K in annual revenue. It awarded 18 grants totaling $160K in 2024.
Where does Heritage Harbor Foundation operate?
Heritage Harbor Foundation has awarded grants in District of Columbia, Massachusetts, Rhode Island, Wisconsin.
What size grants does Heritage Harbor Foundation award?
In 2024, Heritage Harbor Foundation awarded 18 grants totaling $160K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Heritage Harbor Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heritage Harbor Foundation reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Heritage Harbor Foundation'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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