Funder DirectoryHeritage Mark Foundation
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Private foundation (trust)EIN 237017100Est. 1969-05

Heritage Mark Foundation

Castle Rock, CO 80104

Total Assets

$26.2M

FY 2023

Annual Giving

$40K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$20K

FY 2023

Grant Range

$10K–$30K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$423K

Total Expenses

$290K

Qualifying Distributions

$40K

Distributable Amount

$1.2M

Min. Investment Return

$1.2M

Payout rate 3%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.3%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $4.5M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

58 grants

Fidelity Charitable Gift Fund
$4.2M
2 grants
National Philanthropic Trust
$1.7M
1 grant
Christians at East Lansing
$267K
2 grants
Berachah Church
$100K
2 grants
RB Thieme Jr Bible Ministries
$100K
2 grants
The Cleveland Clinic Foundation
$100K
2 grants
Westminister Seminary California
$100K
1 grant
Campus Crusade for Christ
$62K
1 grant

Grant Size Distribution

58 grants

<$10K
33
grants
$10–50K
19
grants
$50–250K
4
grants
$250K–1M
$1–5M
2
grants
$5M+

Geographic Focus

20 states

Massachusetts
$4.2M
60% of total
Pennsylvania
$1.7M
24% of total
Michigan
$397K
6% of total
Texas
$205K
3% of total
Ohio
$100K
1% of total
California
$100K
1% of total
Florida
$62K
1% of total
Oklahoma
$59K
1% of total
Georgia
$50K
1% of total
Alabama
$50K
1% of total

+10 more states

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Heritage Mark Foundation — Grants, Financials & Contact | Grantivo