Heritage Mark Foundation logo

Heritage Mark Foundation

Private foundation · Grantmaker Castle Rock, CO EIN: 23-7017100 Website
EducationHigher educationHealthSocial sciencesEconomics

Heritage Mark Foundation is a private foundation based in Castle Rock, Colorado. Its 2025 filing reports two grants totaling $350,000, both to Colorado recipients.

Heritage Mark Foundation at a glance

In short: Heritage Mark Foundation gave $350K across 2 grants in 2025 (avg $175K), mostly in Colorado. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$350,000
+600.0% vs 2024
Grants made (2025)
2
+100.0% vs 2024
Average grant
$175,000
+250.0% vs 2024
Median grant
$175,000
Total assets
$15,640,443
+9.5% vs 2024
Primary geography
Colorado (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Heritage Mark Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation stated on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 4833 Front Street Suite B 408, Castle Rock, CO 80104
Phone: (818) 720-4583

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Heritage Mark Foundation funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Colorado Patient Care Fund: $200KColorado Patient Care Fund$200KThe Michael J Rinder Aftermath Foundation: $150KThe Michael J Rinder AftermathFoundation$150K

The largest 2025 recipient was Colorado Patient Care Fund ($200K). Together the top 2 received $350K.

Grant Size Distribution

17 grants across all recorded years

8<$50K5$50–100K3$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 8 grants of 17 (47%).

Geographic Focus

Where this funder awards grants

Both reported 2025 grants went to recipients in Colorado.

Grant Distribution by State

20states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

BostonLansingHoustonNew YorkAnn ArborTulsaAuroraBooneClevelandEast LansingJenkintownCantonCastle RockColcordCordeleCropwellDallasDenverEscondidoFarmington

How Heritage Mark Foundation gives

  • In 2025 it paid out 18% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$2M$4M$6M44 grants2020 12 grants2021 0 grants2022 2 grants2023 1 grant2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $40K (2023) to $4.5M (2021). In 2025 it made 2 grants totaling $350K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Colorado Patient Care Fund Aurora, COGeneral$200,000
The Michael J Rinder Aftermath Foundation Castle Rock, COGeneral$150,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$15,640,443$2,727,204$391,586$350,0002$350,000$2,140,430$1,958,153
2024$14,278,908$1,491,580$145,057$50,0001$50,000$1,166,553$1,628,254
2023$12,932,385$423,436$290,198$40,0002$40,000$443,888$1,163,374
2022$12,800,705$835,622$102,552——$402$769,973$968,299
2021$12,066,077$372,589$4,607,985$4,490,95312$4,494,306$691,978$723,670
2020$15,846,701$1,213,306$2,599,728$2,501,09144—$968,742$708,360

Under IRS private-foundation payout rules, Heritage Mark Foundation reported a distributable amount of $2.0M for 2025 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to two organizations for general purposes. One recipient, Colorado Patient Care Fund Incorporated, describes its mission as improving access to healthcare by helping individuals pay for medical needs, including medications, lack of insurance, co-payments, and required durable medical equipment.

Grantmaking

In 2025, the foundation reported two grants totaling $350,000. Awards ranged from $150,000 to $200,000, with a median of $175,000. The recipients were Colorado Patient Care Fund ($200,000) and The Michael J Rinder Aftermath Foundation ($150,000), both for general purposes. In 2024, it reported one grant totaling $50,000; in 2023, it reported two grants totaling $40,000.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists David R Foote as President, Matthew D Foote as Treasurer/Secretary, and Amy E Foote as Vice President.

Heritage Mark Foundation is led by David R Foote, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David R Foote

    President

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Amy E Foote

    Vice President

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Matthew D Foote

    Treasurer & Secretary

    On filings since 2021

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Amy Payne (2020) — Treasurer

Data from IRS Form 990 filings, 2020–2025. "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 Mark Foundation

How much does Heritage Mark Foundation give each year?

Heritage Mark Foundation gave $350K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.

How large is Heritage Mark Foundation?

Heritage Mark Foundation reported $15.6M in total assets on its 2025 IRS Form 990-PF. It paid out $350K in qualifying distributions that year, against a required minimum of $2.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Heritage Mark Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants went to two organizations for general purposes. See mission & focus areas ↑

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

The foundation stated on its 2024 filing 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 ↑

Where does Heritage Mark Foundation make grants?

Both reported 2025 grants went to recipients in Colorado.

What is Heritage Mark Foundation's EIN?

Heritage Mark Foundation's EIN (Employer Identification Number) is 23-7017100. IRS Form 990 filing data is available on this page for 2020–2025.

Does Heritage Mark Foundation accept unsolicited proposals?

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

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 29, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Heritage Mark Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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