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Heritage Mark Foundation is a private corporation based in CASTLE ROCK, CO. The foundation received its IRS ruling in 1969. It holds total assets of $14.3M. Annual income is reported at $5.2M. Total assets have decreased from $18.7M in 2011 to $12.9M in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Michigan. According to available records, Heritage Mark Foundation has made 12 grants totaling $4.5M, with a median grant of $29K. Individual grants have ranged from $1K to $4.1M, with an average award of $374K. The foundation has supported 12 unique organizations. The foundation primarily supports organizations in Massachusetts, Michigan, Texas, which account for 50% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$100
Median Grant
$6K
Average Grant
$57K
Largest Grant
$1.7M
Based on 44 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 Mark Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in MA, MI, TX.
Heritage Mark Foundation has distributed a total of $4.5M across 12 grants. The median grant size is $29K, with an average of $374K. Individual grants have ranged from $1K to $4.1M.
Heritage Mark Foundation typically selects its grantees rather than accepting unsolicited proposals.
Heritage Mark Foundation is headquartered in CASTLE ROCK, CO. While based in CO, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David R Foote | President | $0 | $0 | N/A |
| Matthew D Foote | Treasurer/ Secretary | $0 | $0 | N/A |
| Amy E Foote | Vice President | $0 | $0 | N/A |
Total Giving
$290K
Total Assets
$12.9M
Fair Market Value
$26.2M
Net Worth
$12.9M
Grants Paid
$40K
Contributions
$100K
Net Investment Income
$444K
Distribution Amount
$1.2M
Total: N/A
Total Grants
12
Total Giving
$4.5M
Average Grant
$374K
Median Grant
$29K
Unique Recipients
12
Most Common Grant
$50K
of 2021 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity Charitable Gift Fundcontributionto designatedgift funds | Boston, MA | $4.1M | 2021 |
| Christians At East Lansinggeneral operations | East Lansing, MI | $145K | 2021 |
| Richard Hughes Ministries Incgeneral operations | Cordele, GA | $50K | 2021 |
| Rb Thieme Jr Bible Ministriesgeneral operations | Houston, TX | $50K | 2021 |
| Berachah Churchgeneral operations | Houston, TX | $50K | 2021 |
| The Cleveland Clinic Foundationheart center | Cleveland, OH | $50K | 2021 |
| Food Gatherersgeneral operations | Ann Arbor, MI | $8K | 2021 |
| Innocence Projectgeneral operations | New York, NY | $5K | 2021 |
| Restore Nyc Incgeneral operations | New York, NY | $5K | 2021 |
| Regents Of Univ Of MichiganMechanical Eng.UndergraduateFinancial Aid Fund | Ann Arbor, MI | $5K | 2021 |
| Us Fund For Unicefgeneral operations | New York, NY | $2K | 2021 |
| Abwe Foundation Incgeneral operations | Harrisburg, PA | $1K | 2021 |