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 · View filing
Total Assets
$12.3M
-2.5% YoY
Revenue
$1.5M
+40.5% YoY
Net Investment Income
$1.1M
+51.2% YoY
Expenses
$947K
-10.5% YoY
About Heritage Preservation Trust Inc
Based on IRS filings
Heritage Preservation Trust Inc is a nonprofit organization focused on Environment & Animals, based in EDGEFIELD, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.3M in total assets. Net investment income was $1.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 2024.
Leadership & 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 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heritage Preservation Trust Inc?
Heritage Preservation Trust Inc is a nonprofit organization focused on Environment & Animals, based in EDGEFIELD, SC. It holds $12.3M in total assets as of 2024.
How large is Heritage Preservation Trust Inc?
As of 2024, Heritage Preservation Trust Inc holds $12.3M in total assets with $1.5M in annual revenue.
Where does Heritage Preservation Trust Inc operate?
Heritage Preservation Trust Inc has awarded grants in Kansas, South Carolina, West Virginia.
What is Heritage Preservation Trust Inc's EIN?
Heritage Preservation Trust Inc's EIN (Employer Identification Number) is 81-5237557. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.