Heritage Helps Foundation
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.
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
Share of all 23 itemized 2020 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 23 grants totaling $105K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
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
The most common grant size was under $50K: 23 grants of 23 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of Central NH Concord, NH | Community Outreach | $10,000 |
| Boys & Girls Club of Lynn MA Lynn, MA | Camp Campaign | $10,000 |
| Boys & Girls Club of Manchester Manchester, NH | Capital Campaign | $10,000 |
| Best Buddies New Hampshire Miami, FL | Friendship Walk Sponsorship | $10,000 |
| NH Food Bank Manchester, NH | Capital Campaign | $10,000 |
| Family Reach Boston, MA | Capital Campaign | $10,000 |
| Boys & Girls Club of Lynn MA Lynn, MA | Capital Campaign | $10,000 |
| Boys & Girls Club of Lynn MA Lynn, MA | Capital Campaign | $5,000 |
| Family Reach Boston, MA | Capital Campaign | $5,000 |
| Boys & Girls Club of Manchester Manchester, NH | Camp 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.
| Metric | 2020 |
|---|---|
| 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
- 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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