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.
Heritage Preservation Trust Inc at a glance
In short: Heritage Preservation Trust Inc reported $5K in grants paid in 2024 (a total; its filing lists no individual grants). Source: 2024 IRS Form 990.
- Grants paid (2024)
- $5,000 — reported as a total on the IRS filing, without an itemized list
- -50.0% vs 2023
- Total assets
- $12,265,908
- -2.5% vs 2023
- Revenue (2024)
- $1,501,803
- +40.5% vs 2023
- Net investment income (2024)
- $1,084,119
- +51.2% vs 2023
- Expenses (2024)
- $946,846
- -10.5% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026.
Who Heritage Preservation Trust Inc funds
How this funder distributes its grants
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Heritage Preservation Trust Inc gives
- Giving fell 50% from 2020 to 2023. 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 2024, annual grant giving ranged from $5K (2024) to $30K (2022). In 2024 it reported $5K in grants paid, as a total without an itemized list.
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 |
|---|---|---|
| South Carolina Wildlife PSHIP Orangeburg, SC | See Part IV | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $12,265,908 | $1,501,803 | $946,846 | $5,000 | Total only | $1,084,119 |
| 2023 | $12,579,023 | $1,069,276 | $1,058,334 | $10,000 | 1 | $717,046 |
| 2022 | $12,672,489 | $2,293,622 | $1,069,971 | $30,000 | 3 | $812,103 |
| 2021 | $13,057,884 | $3,291,572 | $1,014,222 | $10,000 | 1 | $331,533 |
| 2020 | $10,729,518 | $2,870,821 | $1,059,474 | $20,000 | 2 | $240,462 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Heritage Preservation Trust Inc
Based on IRS filings
Heritage Preservation Trust Inc is a public charity 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. In 2024, it reported $5K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $1.1M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Heritage Preservation Trust Inc is led by William D. Saunders Jr., CEO on every filing since 2020; 2 of 11 officers listed in 2024 are compensated.
Officers on the 2024 filing
William D. Saunders Jr.
CEO
On filings since 2020
40 hrs/week
$218K (2020) → $198K (2024)
George C. Thornton
Chairman
On filings since 2020
40 hrs/week
$230K (2020) → $210K (2024)
Jason McCannon
Director
Board Member → Director, 2022
On filings since 2020
0.5 hrs/week
$4K (2022) → $0 (2024)
Jennifer Sumner
Director
Treasurer → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Jim Labate
Director
Board Member → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
M. Collins McNeill IV
Director
Board Member → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Marvin N. Davant
Director
Board Member → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Matthew L. Hunt
Director
Board Member → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
N. Fulton Breen
Director
Board Member → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Jim Blome
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Eric Dinger
Treasurer
Board Member → Treasurer, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $210K, to George C Thornton (Chairman). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Heritage Preservation Trust Inc
How much does Heritage Preservation Trust Inc give each year?
Heritage Preservation Trust Inc reported $5K in grants paid in 2024 on its 2024 IRS Form 990, as a total without an itemized list of grants. In 2023 it gave $10K across 1 grant.
How large is Heritage Preservation Trust Inc?
Heritage Preservation Trust Inc reported $12.3M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.5M.
What is Heritage Preservation Trust Inc?
Heritage Preservation Trust Inc is a public charity focused on Environment & Animals, based in Edgefield, SC. It holds $12.3M in total assets as of 2024.
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.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS October 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 17, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS January 21, 2025)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Heritage Preservation Trust Inc funds
Environment & Animals Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Heritage Preservation Trust Inc's focus areas in our free grants database
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