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.
Heritage Plantation of Sandwich Fund at a glance
In short: Heritage Plantation of Sandwich Fund gave $1.2M across 1 grant in 2025 (avg $1.2M), mostly in Massachusetts. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,181,753
- +1.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,181,753
- +1.4% vs 2024
- Median grant
- $1,181,753
- Total assets
- $16,130,226
- +3.7% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Heritage Plantation of Sandwich Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Heritage Plantation of Sandwich Inc ($1.2M).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $500K–1M range: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Heritage Plantation of Sandwich Fund gives
- Giving grew 79% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $657K (2023) to $1.2M (2025). In 2025 it made 1 grant totaling $1.2M.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heritage Plantation of Sandwich Inc Sandwich, MA | $1,181,753 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $16,130,226 | $507,871 | $1,294,366 | $1,181,753 | 1 | $507,871 |
| 2024 | $15,551,739 | $560,449 | $1,270,324 | $1,165,381 | 1 | $560,449 |
| 2023 | $14,600,857 | $34,685 | $758,912 | $656,765 | 1 | $34,685 |
| 2022 | $14,087,399 | $201,638 | $771,205 | $659,384 | 1 | $201,638 |
| 2021 | $16,360,017 | $528,832 | $1,070,344 | $938,022 | Total only | $527,879 |
| 2020 | $14,096,508 | $402,808 | $919,856 | $835,253 | Total only | $402,808 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Heritage Plantation of Sandwich Fund
Based on IRS filings
Heritage Plantation of Sandwich Fund is a public charity, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $16.1M in total assets. In 2025, it awarded 1 grant totaling $1.2M. Net investment income was $508K.
Leadership & Key People
Officers and directors from IRS filings
Heritage Plantation of Sandwich Fund's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Evelyn V. Moreno
Trustee & As Required
On filings since 2020
1 hr/week
$37K (2020) → $57K (2025)
Jodee P. Bishop
Trustee & As Required
On filings since 2020
1 hr/week
$25K (2020) → $38K (2025)
Joel G. Crowell
Trustee & As Required
On filings since 2020
1 hr/week
$6K (2020) → $6K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $57K, to Evelyn V Moreno (Trustee/As Required). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Heritage Plantation of Sandwich Fund
How much does Heritage Plantation of Sandwich Fund give each year?
Heritage Plantation of Sandwich Fund gave $1.2M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.2M across 1 grant.
How large is Heritage Plantation of Sandwich Fund?
Heritage Plantation of Sandwich Fund reported $16.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $508K.
Where does Heritage Plantation of Sandwich Fund operate?
Heritage Plantation of Sandwich Fund has awarded grants in Massachusetts.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 28, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 17, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS January 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 21, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS January 30, 2026)
- IRS filings on file for fiscal years 2020–2025
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Figures come from Heritage Plantation of Sandwich Fund'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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