Public Charity

HERITAGE PLANTATION OF SANDWICH FUND

HERITAGE PLANTATION OF SANDWICH FUND is a Public Charity headquartered in BOSTON, MA. Financial data from the 2025 filing: $508K revenue, $1.3M expenses, $16.1M total assets. IRS filings disclose 6 grants awarded by this foundation, totaling roughly $2.5M.

EIN: 237259864 BOSTON, MA Latest filing: 2025
Total Revenue$508K
Total Expenses$1.3M
Total Assets$16.1M
Grants Given6
Grant Total$2.5M
Filing Years2021–2025

Mission

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.

Officers & Directors

TRUSTEE/AS REQUIRED Evelyn V Moreno
TRUSTEE/AS REQUIRED Jodee P Bishop
TRUSTEE/AS REQUIRED Joel G Crowell

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE SCHEDULE O
$2,481,530 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $508K $1.3M $16.1M
2024 $560K $1.3M $15.6M
2023 $35K $759K $14.6M
2022 $202K $771K $14.1M
2021 $529K $1.1M $16.4M

Between 2021 and 2025, reported annual revenue declined from $529K to $508K (-4%), with total assets most recently reported at $16.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA.

MA

Full geographic grant map with state-by-state breakdown available with membership.

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