Heritage Plantation Foundation

Foundation · Grantmaker Jackson, TN EIN: 58-1764982

Heritage Plantation Foundation is a private foundation, based in Jackson, TN. IRS filing data is available from 2021 through 2022. As of 2022, the organization holds $367K in total assets.

Key facts about Heritage Plantation Foundation

EIN
58-1764982
Latest 990 filing
Form 990-PF, 2022
Total assets
$367,314

Data from IRS Form 990-PF, 2022; updated September 2026.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$367K

+4.8% YoY

Revenue

$18K

-77.5% YoY

Net Investment Income

—

-100.0% YoY

Expenses

$1K

-92.1% YoY

Under IRS private-foundation payout rules, Heritage Plantation Foundation reported a distributable amount of $20K for 2022 — the minimum it must pay out in qualifying distributions.

How Heritage Plantation Foundation gives

  • In 2021 it paid out 185% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

MemphisMiddleburgCordovaEadsHickory ValleyWilliamsburg

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K11 grants20210 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2022

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2022.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20212022
Metric20222021
Total Assets$367,314$350,416
Revenue$18,054$80,254
Expenses$1,156$14,610
Qualifying Distributions—$12,150
Net Investment Income—$5,323
Distributable Amount$20,185$6,559

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2022

Leadership & Key People

Officers and directors from IRS filings

Heritage Plantation Foundation is led by Thomas Jackson Weaver III, President on every filing since 2021; none of the 4 officers listed in 2022 report compensation.

Officers on the 2022 filing

  • Thomas Jackson Weaver III

    President

    On filings since 2021

    No compensation reported

  • Frank A. McKinnie Weaver

    Vice President

    On filings since 2021

    No compensation reported

  • J. Winston Truett

    Vice President

    On filings since 2021

    No compensation reported

  • Marguerite McKinne Weaver

    Vice President

    On filings since 2021

    No compensation reported

Data from IRS Form 990 filings, 2021–2022. "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 Plantation Foundation

How large is Heritage Plantation Foundation?

Heritage Plantation Foundation reported $367K in total assets on its 2022 IRS Form 990-PF. Its revenue that year was $18K.

Where does Heritage Plantation Foundation operate?

Heritage Plantation Foundation has awarded grants in Tennessee, Virginia.

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

Private foundations must generally distribute about 5% of their assets annually. For 2022, Heritage Plantation Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Heritage Plantation Foundation's EIN?

Heritage Plantation Foundation's EIN (Employer Identification Number) is 58-1764982. IRS Form 990 filing data is available on this page for 2021–2022.

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

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