Skip to content
Nonprofiteer
← HERITAGE PLANTATION OF SANDWICH FUND

Form 990 for tax year 2023

Filed by HERITAGE PLANTATION OF SANDWICH FUND.

Totals

Total revenue
$560,449
Total expenses
$1,270,324
Contributions and grants received
$0
Grants paid
$1,165,381
Program service revenue
$0
Investment income
$560,449
Other revenue
$0
Total assets, end of year
$15,551,739
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$15,551,739
Program services expenses (Part IX)
$1,165,381
Management and general expenses
$104,943
Fundraising expenses
$0
Program service expenses (Part III)
$1,165,381

Program services were 91.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $327,555 · excluded $327,555

  • 7a · Gross sales of assets other than inventory

    securities $7,186,218

  • 7b · Less cost or other basis and sales expenses

    securities $6,953,324

  • 7c · Gain or loss

    securities $232,894

  • 7d · Net gain or loss

    total $232,894 · excluded $232,894

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,165,381 · program services $1,165,381

  • 5 · Compensation of officers, directors and key employees

    total $96,028 · management and general $96,028

  • 11g · Fees: other

    total $6,500 · management and general $6,500

  • 24a · Other expenses: FOREIGN TAX WITHHELD

    total $2,290 · management and general $2,290

  • 24b · Other expenses: MA FORM PC FILING FEE

    total $125 · management and general $125

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $704,202 · end of year $217,680

  • 11 · Investments: publicly traded securities

    beginning of year $13,896,655 · end of year $15,334,059

  • 29 · Capital stock, trust principal or current funds

    beginning of year $14,600,857 · end of year $15,551,739

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE HERITAGE PLANTATION OF SANDWICH FUND'S SOLE PURPOSE IS TO INVEST FUNDS AND MAKE GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC. , A MASSACHUSETTS CHARITABLE CORPORATION MAINTAINING A MUSEUM IN SANDWICH, MASSACHUSETTS.

Activities or mission (Part I)

THE HERITAGE PLANTATION OF SANDWICH FUND'S SOLE PURPOSE IS TO INVEST FUNDS AND MAKE GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC., A MASSACHUSETTS CHARITABLE CORPORATION MAINTAINING A MUSEUM IN SANDWICH, MASSACHUSETTS.

  • GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC.

    Expenses $1,165,381 · Grants $1,165,381

As filed on the 2023 return.

Listed in Part VII

  • JOEL G CROWELL

    TRUSTEE/AS REQUIRED

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • EVELYN V MORENO

    TRUSTEE/AS REQUIRED

    Total calculated
    $54,017
    From this org
    $54,017
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JODEE P BISHOP

    TRUSTEE/AS REQUIRED

    Total calculated
    $36,011
    From this org
    $36,011
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
18 November 2024
IRS schema version
2023v5.1
Source object
202443269349300104

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.