Heritage Preservation Trust Inc
To preserve and protect natural and historical resources including land, water, wetlands, farmland, and open spaces and the plant and animal ecosystems therein for the benefit of present and future generations and to educate the general public regarding the conservation and protection of natural, historic and open space resources.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$12.3M
-2.5% YoY
Annual Giving
—
Grant Count
0
Avg Grant Size
—
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,265,908 | $12,579,023 | $12,672,489 |
| Revenue | $1,501,803 | $1,069,276 | $2,293,622 |
| Expenses | $946,846 | $1,058,334 | $1,069,971 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,084,119 | $717,046 | $812,103 |
| 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 0 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Heritage Preservation Trust Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE C THORNTON | Chairman | 40 | $210,059 |
| WILLIAM D SAUNDERS JR | CEO | 40 | $197,558 |
| JENNIFER SUMNER | Director | 0.5 | — |
| DR MATTHEW L HUNT | Director | 0.5 | — |
| MARVIN N DAVANT | Director | 0.5 | — |
| M COLLINS MCNEILL IV | Director | 0.5 | — |
| JASON MCCANNON | Director | 0.5 | — |
| JIM LABATE | Director | 0.5 | — |
| N FULTON BREEN | Director | 0.5 | — |
| JIM BLOME | Director | 0.5 | — |
| ERIC DINGER | Treasurer | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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