Private Foundation

THE HERITAGE FUND INC

THE HERITAGE FUND INC is a Private Foundation headquartered in PRINCETON, NJ. Financial data from the 2025 filing: $-310K revenue, $194K expenses, $3.1M total assets. IRS filings disclose 113 grants awarded by this foundation, totaling roughly $1.2M.

EIN: 010782316 PRINCETON, NJ Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$-310K
Total Expenses$194K
Total Assets$3.1M
Grants Given113
Grant Total$1.2M
Filing Years2020–2025

Sample Grants Given

THE WILBERFORCE SCHOOL
PRINCETON JUNCTION, NJ · 2024
UNRESTRICTED CHARITABLE GRANT
$50,000
THE NAVIGATORS
COLORADO SPRINGS, CO · 2024
UNRESTRICTED CHARITABLE GRANT
$15,000
DAUGHTERS AGAINST ALZHEIMERS
ATLANTA, GA · 2024
UNRESTRICTED CHARITABLE GRANT
$15,000
K-LIFE
ATLANTA, GA · 2024
UNRESTRICTED CHARITABLE GRANT
$15,000
CURE ALZ
WELLESLEY HILLS, MA · 2024
UNRESTRICTED CHARITABLE GRANT
$10,000

Showing up to 5 of 113 total records — full history available with membership.

Officers & Directors

DIRECTOR Brenda Whitman
VICE PRESIDENT Howe D Whitman
PRESIDENT Howe D Whitman Jr
SECRETARY Paige W Merkle
DIRECTOR Vicki B Whitman
DIRECTOR Vincent B Merkle

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED
$837,400 75 grants
UNRESTRICTED CHARITABLE GRANT
$380,000 37 grants
UNRESTRITED
$1,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $-310K $194K $3.1M
2024 $141K $197K $3.6M
2023 $180K $213K $3.6M
2021 $103K $195K $3.7M
2020 $108K $200K $3.8M

Between 2020 and 2025, reported annual revenue moved from $108K to $-310K, with total assets most recently reported at $3.1M.

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

Grant Geography

Grants from this foundation were reported to recipients in CO, FL, GA, IA, IL, LA, and 4 other states.

COFLGAIAILLAMAMNNCNE

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

See the full picture for THE HERITAGE FUND INC

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