Funder DirectoryTHE HERITAGE FUND INC
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Private foundation (trust)EIN 010782316Est. 2004-02

THE HERITAGE FUND INC

PRINCETON, NJ 08540

Total Assets

$3.9M

FY 2023

Annual Giving

$193K

FY 2023

Grants Made

20

FY 2023

Avg Grant

$10K

FY 2023

Grant Range

$1K–$50K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$141K

Total Expenses

$197K

Qualifying Distributions

$194K

Distributable Amount

$193K

Min. Investment Return

$195K

Undistributed Income

$185K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $1K through median $6K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2017 to 2023. Peak $209K in 2022. Hover bars for details.

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

Top Recipients

62 grants

THE WILBERFORCE SCHOOL
$170K
4 grants
K-LIFE
$60K
4 grants
HARVEST USA
$45K
4 grants
CENTER FOR CHRISTIAN STUDY
$40K
3 grants
THE NAVIGATORS
$33K
2 grants
DAUGHTERS AGAINST ALZHEIMERS
$30K
2 grants
ATLANTA YOUTH PROJECT
$28K
3 grants
CITY OF REFUGE
$25K
3 grants

Grant Size Distribution

62 grants

<$10K
46
grants
$10–50K
16
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

Georgia
$255K
40% of total
New Jersey
$178K
28% of total
Pennsylvania
$45K
7% of total
Virginia
$40K
6% of total
Minnesota
$33K
5% of total
Massachusetts
$20K
3% of total
Louisiana
$15K
2% of total
North Carolina
$15K
2% of total
Iowa
$10K
2% of total
Florida
$8K
1% of total

+3 more states

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