Skip to content
Nonprofiteer
← HERITAGE CLASSIC FOUNDATION

Form 990 for tax year 2022

Filed by HERITAGE CLASSIC FOUNDATION.

Totals

Total revenue
$11,355,325
Total expenses
$11,042,251
Contributions and grants received
$1,968,819
Grants paid
$2,376,542
Program services expenses (Part IX)
$10,868,011
Management and general expenses
$173,688
Fundraising expenses
$552
Program service expenses (Part III)
$10,868,011

Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DEREK R PATON

    VP SALES & MARKETING

    Total calculated
    $271,132
    From this org
    $271,132
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,132
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $271,132

  • STEPHEN J WILMOT

    President & CEO

    Total calculated
    $234,185
    From this org
    $234,185
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,185
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $234,185

  • JAMES M IVESTER

    DIRECTOR OF CORPORATE SALES

    Total calculated
    $131,626
    From this org
    $131,626
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • MORGAN HYDE

    VP OPERATIONS

    Total calculated
    $103,724
    From this org
    $103,724
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • RICHARD P REICHEL

    Treasurer

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    16

  • J SIMON FRASER

    Chairman

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    16

  • CARY CORBITT

    Trustee

    Total calculated
    $0
    Hours/week
    8

  • STEVEN P BIRDWELL

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • MARC GRANT

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM MATHEWS SELF

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • TRICIA B LYNCH

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM G MILES

    Secretary

    Total calculated
    $0
    Hours/week
    16

  • DONALD F CALHOON

    Trustee

    Total calculated
    $0
    Hours/week
    8

  • SCOTT H RICHARDSON

    Trustee

    Total calculated
    $0
    Hours/week
    8

  • TERRY A FINGER

    VICE CHARIRMAN

    Total calculated
    $0
    Hours/week
    16

  • CHARLES C ROUNTREE III

    Trustee

    Total calculated
    $0
    Hours/week
    8

  • W DOUGLAS SMITH

    Trustee

    Total calculated
    $0
    Hours/week
    8

  • PAMELA P LACKEY

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER L CORKERN

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • AL KENNICKELL

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • MIKE MANESOTIS

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • ANN MCBRIEN

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY G REILLEY

    Trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
8 April 2023
IRS schema version
2022v5.0
Source object
202300989349300205

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.