Mission
Cultivating meaningful connections rooted in Phoenix history and our community to inspire personal growth through shared memorable experiences.
Public Charity
Heritage Square Foundation
Heritage Square Foundation is a Public Charity headquartered in Phoenix, AZ. Financial data from the 2025 filing: $484K revenue, $482K expenses, $199K total assets. 3 publicly reported grants to this organization, totaling roughly $139K, appear in IRS filings.
EIN: 860378502
Phoenix, AZ
Latest filing: 2025
Total Revenue$484K
Total Expenses$482K
Total Assets$199K
Grant Records3
Funding Total$139K
Filing Years2021–2025
Sample Grants Received
PROJECT GRANT
$15,000
PROJECT GRANT
$14,968
PROGRAM SUPPORT
$108,928
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
Director
Andrew Abraham
Treasurer
Gayle Simmons
Director
Jerry Cook
Secretary
Jody Moon
Executive Director
Kari Carlisle
Vice President
Kevin Lozier
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $484K | $482K | $199K |
| 2024 | $403K | $448K | $182K |
| 2023 | $291K | $363K | $186K |
| 2022 | $428K | $335K | $201K |
| 2021 | $201K | $292K | $148K |
Between 2021 and 2025, reported annual revenue grew from $201K to $484K (+141%), with total assets most recently reported at $199K.
Interactive year-over-year charts and full filing details available with membership.