Heritage Helps Foundation logo

Heritage Helps Foundation

Private foundation · Grantmaker Auburn, NH EIN: 82-3205743 Website

Heritage Helps Foundation is a private foundation based in Auburn, New Hampshire. Its 2020 filing is marked as its final return, indicating that it appears to have wound down or stopped grantmaking.

Key facts about Heritage Helps Foundation

In short: Heritage Helps Foundation gave $105K across 23 grants in 2020 (avg $5K), top state New Hampshire. Source: 2020 IRS Form 990-PF.

EIN
82-3205743
Latest 990 filing
Form 990-PF, 2020
Annual giving (2020)
$104,834
Grants made (2020)
23
Average grant
$4,558
Median grant
$2,500
Primary geography
New Hampshire (47% of itemized 2020 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2020; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$105K

Grant Count

23

Avg Grant Size

$5K

Under IRS private-foundation payout rules, Heritage Helps Foundation reported a distributable amount of $201 for 2020 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The website describes giving back to local communities, with particular concern for young and vulnerable people. In its 2020 grants, the foundation funded purposes including community outreach, camp and capital campaigns, and a friendship walk sponsorship. Recipients included Boys & Girls Clubs, a food bank, and Family Reach; the filing does not provide descriptions of those organizations’ missions.

Grantmaking

In 2020, the foundation gave $104,834 through 23 grants. Grant amounts ranged from $250 to $10,000, with a median of $2,500.

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Geographic Focus

Where this funder awards grants

The 2020 filing reports that grant dollars went to recipients in New Hampshire (47%), Massachusetts (41%), and Florida (12%); Utah is listed at 0%. These figures describe the locations of 2020 grant recipients.

Grant Distribution by State

4states

Share of all 23 itemized 2020 grant dollars.

Cities

ManchesterLynnConcordBostonMiamiDerryExeterHanoverMacnhesterPenacookSalt Lake CityWeare

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K23 grants2020

In 2020 it made 23 grants totaling $105K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2020

Boys & Girls Club of Lynn MA: $28K across 4 grantsBoys & Girls Club of Lynn MA$28K · 4 grantsBoys & Girls Club of Manchester: $17K across 3 grantsBoys & Girls Club ofManchester$17K · 3 grantsFamily Reach: $15K across 2 grantsFamily Reach$15K · 2 grantsBoys & Girls Club of Central NH: $13K across 2 grantsBoys & Girls Club of CentralNH$13K · 2 grantsBest Buddies New Hampshire: $13K across 2 grantsBest Buddies New Hampshire$13K · 2 grantsNH Food Bank: $10KNH Food Bank$10KWeare Home Educators: $3KWeare Home Educators$3KBallet Misha: $3KBallet Misha$3KMiasp: $2KMiasp$2KConcord High School: $1KConcord High School$1K

The largest 2020 recipient was Boys & Girls Club of Lynn MA ($28K across 4 grants). Together the top 10 received $103K.

Grant Size Distribution

23 grants across all recorded years

23<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 23 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Boys & Girls Club of Central NH Concord, NHCommunity Outreach$10,000
Boys & Girls Club of Lynn MA Lynn, MACamp Campaign$10,000
Boys & Girls Club of Manchester Manchester, NHCapital Campaign$10,000
Best Buddies New Hampshire Miami, FLFriendship Walk Sponsorship$10,000
NH Food Bank Manchester, NHCapital Campaign$10,000
Family Reach Boston, MACapital Campaign$10,000
Boys & Girls Club of Lynn MA Lynn, MACapital Campaign$10,000
Boys & Girls Club of Lynn MA Lynn, MACapital Campaign$5,000
Family Reach Boston, MACapital Campaign$5,000
Boys & Girls Club of Manchester Manchester, NHCamp Capital Campaign$4,000

Financial History

Multi-year comparison from IRS filings

Filing year Revenue Expenses Grants
2020 $5,768 $108,894 $104,834 (23 grants)

The filing identifies the organization as a private foundation and marks 2020 as its final return.

Revenue
Expenses
Net Investment Income
$0$50K$100K$150K2020
Metric2020
Total Assets—
Revenue$5,768
Expenses$108,894
Qualifying Distributions—
Net Investment Income$46
Distributable Amount$201

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2020

Leadership & Key People

Leadership team and compensation from IRS filings

The 2020 filing lists Lori Chartier as president and treasurer, Craig Chartier as vice preside, and Jessica-Lynn Daly as secretary.

Heritage Helps Foundation is led by Lori Chartier, President & Treasurer on the 2020 filing; none of the 3 officers listed in 2020 report compensation.

Officers on the 2020 filing

  • Lori Chartier

    President & Treasurer

    New on the 2020 filing

    No compensation reported

  • Craig Chartier

    Vice President

    New on the 2020 filing

    No compensation reported

  • Jessica-Lynn Daly

    Secretary

    New on the 2020 filing

    No compensation reported

Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 28 Commercial Ct, Auburn, NH 03032
Phone: (603) 695-8662
Website: HTTPS://JUSTCALLHERITAGE.COM/ABOUT-US/HERITAGE-H

Frequently asked questions about Heritage Helps Foundation

How much does Heritage Helps Foundation give each year?

Heritage Helps Foundation gave $105K across 23 grants in 2020, according to its 2020 IRS Form 990-PF.

What is Heritage Helps Foundation's typical grant size?

Heritage Helps Foundation's median grant in 2020 was $2,500, and its average grant was $4,558, across 23 grants on its 2020 IRS Form 990-PF.

Where does Heritage Helps Foundation give grants?

Heritage Helps Foundation's top state is New Hampshire, with 47% of the grant dollars itemized on its 2020 IRS Form 990-PF. The next largest states were Massachusetts (41%) and Florida (12%). The most frequent recipient cities were Manchester, NH (5 grants), Lynn, MA (4 grants), Concord, NH (3 grants) and Boston, MA (2 grants).

Does Heritage Helps Foundation give general operating support?

Not in 2020: none of the 23 grants with a stated purpose on Heritage Helps Foundation's 2020 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Capital Campaign" (8 grants) and "Community Outreach" (4 grants).

Who are Heritage Helps Foundation's largest grantees?

Heritage Helps Foundation's largest 2020 grantees include Boys & Girls Club of Lynn MA ($27,500 across 4 grants), Boys & Girls Club of Manchester ($16,500 across 3 grants) and Family Reach ($15,000 across 2 grants), according to its 2020 IRS Form 990-PF. Together they received 56% of its itemized 2020 grant dollars.

What does Heritage Helps Foundation fund?

The website describes giving back to local communities, with particular concern for young and vulnerable people. In its 2020 grants, the foundation funded purposes including community outreach, camp and capital campaigns, and a friendship walk sponsorship. See mission & focus areas ↑

How do I apply for a grant from Heritage Helps Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is Heritage Helps Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Heritage Helps Foundation reported a distributable amount of $201 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Heritage Helps Foundation's EIN?

Heritage Helps Foundation's EIN (Employer Identification Number) is 82-3205743. IRS Form 990 filing data is available on this page for 2020.

Does Heritage Helps Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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