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Also known as: c/o Patrick T Conley
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Heritage Harbor Foundation is a private association based in RIVERSIDE, RI. The foundation received its IRS ruling in 1981. The principal officer is Patrick T Conley. It holds total assets of $4.2M. Annual income is reported at $165K. Total assets have grown from $4.2M in 2018 to $7.4M in 2022. The foundation is governed by 13 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Rhode Island. According to available records, Heritage Harbor Foundation has made 38 grants totaling $91K, with a median grant of $2K. Annual giving has decreased from $59K in 2022 to $32K in 2023. Individual grants have ranged from $500 to $8K, with an average award of $2K. The foundation has supported 23 unique organizations. Grants have been distributed to organizations in Rhode Island and District of Columbia and Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$2K
Average Grant
$2K
Largest Grant
$8K
Based on 13 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Heritage Harbor Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 38 grants. Its grantmaking reaches organizations primarily in RI, DC, WI.
Heritage Harbor Foundation has distributed a total of $91K across 38 grants. The median grant size is $2K, with an average of $2K. Individual grants have ranged from $500 to $8K.
Heritage Harbor Foundation typically selects its grantees rather than accepting unsolicited proposals.
Heritage Harbor Foundation is headquartered in RIVERSIDE, RI. While based in RI, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| J Michael Levesque | BOARD MEMBER | $0 | $0 | N/A |
| Dr Patrick T Conley | PRESIDENT | $0 | $0 | N/A |
| Dr D Scott Malloy | VICE-PRESIDE | $0 | $0 | N/A |
| Lawrence C Reid | SECRETARY | $0 | $0 | N/A |
| Russell Desimone | TREASURER | $0 | $0 | N/A |
| Hon Matthew J Smith | BOARD MEMBER | $0 | $0 | N/A |
| Dr Joyce Stevos | BOARD MEMBER | $0 | $0 | N/A |
| David Tessitore | BOARD MEMBER | $0 | $0 | N/A |
| Al Beauparlant | BOARD MEMBER | $0 | $0 | N/A |
| Gail Cahalan-Conley | BOARD MEMBER | $0 | $0 | N/A |
| Patrick T Conley Jr | BOARD MEMBER | $0 | $0 | N/A |
| General James J D'Agostino | BOARD MEMBER | $0 | $0 | N/A |
| Kenneth Dooley | BOARD MEMBER | $0 | $0 | N/A |
Total Giving
$259K
Total Assets
$7.4M
Fair Market Value
$7.4M
Net Worth
$5.4M
Grants Paid
$32K
Contributions
$100
Net Investment Income
N/A
Distribution Amount
$157K
Total: N/A
Total Grants
38
Total Giving
$91K
Average Grant
$2K
Median Grant
$2K
Unique Recipients
23
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Tomaquag MuseumEXHIBIT DESIGN | Exeter, RI | $5K | 2023 |
| Breaking Branches Pictures IncSLATERSVILLE PROJECT | Slatersville, RI | $4K | 2023 |
| Ri Slave History MedallionsSPONSORSHIP OF BLACK REGIMENT OBSERV | Newport, RI | $4K | 2023 |
| Tall Ships AmericaSHIPS FESTIVAL OF RI | Newport, RI | $3K | 2023 |
| Town Of South Kingstown300TH ANNIVERSARY COMMITEE/LECTURES | Wakefield, RI | $3K | 2023 |
| Ri Music Hall Of FamePROGRAM | Pawtucket, RI | $3K | 2023 |
| Bishop Mcvinney School50TH ANNIVERSARY/STUDY PROGRAMS | Providence, RI | $3K | 2023 |
| Portsmouth Historical SocietyBATTLE OF RI PROJECT | Portsmouth, RI | $3K | 2023 |
| University Of WiCENTER FOR STUDY OF U.S. CONSTITUTIO | Madison, WI | $2K | 2023 |
| 3g BroadcastingWADK RI HISTORY PROGRAMMING | Newport, RI | $2K | 2023 |
| Rhode Island Council ForGENERAL PURPOSES | Providence, RI | $1K | 2023 |
| Bristrol Historical & PreservationVETERAN'S EXHIBIT | Bristol, RI | $500 | 2023 |
| Japan America SocietyBlack Ships Festival - Superior Court Justices | Newport, RI | $4K | 2022 |
| First People Of East BayReprinting of First People of East Bay | Riverside, RI | $3K | 2022 |
| Armenian Historical Assoc Of RiGrant Sponsorship | Providence, RI | $3K | 2022 |
| Veterans Memorial MuseumMuseum Exhibit | Woonsocket, RI | $2K | 2022 |
| Association Of Ri AuthorsAnnual Convention and Book Fair | North Kingstown, RI | $2K | 2022 |
| City Of Providence-Division Of ArchivesLa Fazia Square | Providence, RI | $2K | 2022 |
| Loffredo'S Monumental DecorPatton-Godrey Stone WWII Memorial | Cranston, RI | $2K | 2022 |
| The Color BearersAmerican Battlefield Trust | Washington, DC | $1K | 2022 |
| Mount Hope Farm400th Thanksgiving Celebration | Bristol, RI | $1K | 2022 |
| Rhode Island Council For The HumanitiesGrant Sponsorship | Providence, RI | $500 | 2022 |
| St Michael'S Social Ministry ProgramSponsorship for cultural education | Smithfield, RI | $500 | 2022 |