Heritage Plantation of Sandwich Fund
THE HERITAGE PLANTATION OF SANDWICH FUND'S SOLE PURPOSE IS TO INVEST FUNDS AND MAKE GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC. , A MASSACHUSETTS CHARITABLE CORPORATION MAINTAINING A MUSEUM IN SANDWICH, MASSACHUSETTS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.6M
+6.5% YoY
Annual Giving
$1.2M
+77.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.2M
+77.4% YoY
About Heritage Plantation of Sandwich Fund
Based on IRS filings
Heritage Plantation of Sandwich Fund is a nonprofit organization, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.6M in total assets. In 2024, it awarded 1 grants totaling $1.2M. Net investment income was $560K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,551,739 | $14,600,857 | $14,087,399 |
| Revenue | $560,449 | $34,685 | $201,638 |
| Expenses | $1,270,324 | $758,912 | $771,205 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $560,449 | $34,685 | $201,638 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Heritage Plantation of Sandwich Inc ($1,165,381).
| Recipient | Purpose | Amount |
|---|---|---|
| HERITAGE PLANTATION OF SANDWICH INC SANDWICH, MA | SEE SCHEDULE O | $1,165,381 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOEL G CROWELL | TRUSTEE/AS REQUIRED | 1 | $6,000 |
| EVELYN V MORENO | TRUSTEE/AS REQUIRED | 1 | $54,017 |
| JODEE P BISHOP | TRUSTEE/AS REQUIRED | 1 | $36,011 |
Frequently Asked Questions
How large is Heritage Plantation of Sandwich Fund?
As of 2024, Heritage Plantation of Sandwich Fund holds $15.6M in total assets with $560K in annual revenue. It awarded 1 grants totaling $1.2M in 2024.
Where does Heritage Plantation of Sandwich Fund operate?
Heritage Plantation of Sandwich Fund has awarded grants in Massachusetts.
What size grants does Heritage Plantation of Sandwich Fund award?
In 2024, Heritage Plantation of Sandwich Fund awarded 1 grants totaling $1.2M — an average of about $1.2M per grant, based on its IRS Form 990 filings.
What is Heritage Plantation of Sandwich Fund's EIN?
Heritage Plantation of Sandwich Fund's EIN (Employer Identification Number) is 23-7259864. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heritage Plantation of Sandwich Fund'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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