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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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