Nonprofit · EIN 23-7259864
HERITAGE PLANTATION OF SANDWICH FUND
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $507,871 | $1,294,366 | -$786,495 | $16,130,226 | $0 | $16,130,226 |
| July 31, 2024 | 990 | $560,449 | $1,270,324 | -$709,875 | $15,551,739 | $0 | $15,551,739 |
| July 31, 2023 | 990 | $34,685 | $758,912 | -$724,227 | $14,600,857 | $0 | $14,600,857 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $507,871
- Net gain from sales of assets
- $132,803
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,181,753
- Compensation of officers, directors and key employees
- $101,129
- Salaries, compensation and benefits (total)
- $101,129
- Professional fundraising fees
- $0
- Program services (functional)
- $1,181,753
- Management and general (functional)
- $112,613
Balance sheet and other
- Total assets, start of year
- $15,551,739
- Total assets, end of year
- $16,130,226
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,130,226
- Publicly traded securities
- $16,035,322
- Gross receipts
- $4,918,026
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1973
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVELYN V MORENO | TRUSTEE/AS REQUIRED Trustee or director | 1 | $57,078 |
| JODEE P BISHOP | TRUSTEE/AS REQUIRED Trustee or director | 1 | $38,052 |
| JOEL G CROWELL | TRUSTEE/AS REQUIRED Trustee or director | 1 | $6,000 |
990 for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVELYN V MORENO | TRUSTEE/AS REQUIRED Trustee or director | 1 | $54,017 |
| JODEE P BISHOP | TRUSTEE/AS REQUIRED Trustee or director | 1 | $36,011 |
| JOEL G CROWELL | TRUSTEE/AS REQUIRED Trustee or director | 1 | $6,000 |
990 for the year ended July 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVELYN V MORENO | TRUSTEE/AS REQUIRED Trustee or director | 1 | $48,861 |
| JODEE P BISHOP | TRUSTEE/AS REQUIRED Trustee or director | 1 | $32,574 |
| JOEL G CROWELL | TRUSTEE/AS REQUIRED Trustee or director | 1 | $6,000 |
Address and contacts
- Address (IRS master file)
- NIXON PEABODY LLP 53 STATE STREET, BOSTON, MA 02109-0000
- In care of
- % NIXON PEABODY LLP
- Principal officer (990 for 2024)
- JODEE P BISHOP, HILTON BISHOP 15A DEPOT AVE, FALMOUTH, MA 02540
- Signed the 990
- EVELYN V MORENO, TRUSTEE
- Phone
- (617) 345-1000
- Return prepared by
- NIXON PEABODY LLP
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.
Program accomplishments
- GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC.Expenses $1,181,753 · grants $1,181,753
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 23-7259864
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1973
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,130,226
- Income (IRS master file)
- $4,918,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $507,871 | $1,294,366 | $16,130,226 | XML |
| 990 | July 2024 | $560,449 | $1,270,324 | $15,551,739 | XML |
| 990 | July 2023 | $34,685 | $758,912 | $14,600,857 | XML |
| 990 | July 2022 | $201,638 | $771,205 | $14,087,399 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7259864).
Questions about HERITAGE PLANTATION OF SANDWICH FUND
- What is the EIN of HERITAGE PLANTATION OF SANDWICH FUND?
- The employer identification number (EIN) of HERITAGE PLANTATION OF SANDWICH FUND is 23-7259864.
- Is HERITAGE PLANTATION OF SANDWICH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to HERITAGE PLANTATION OF SANDWICH FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HERITAGE PLANTATION OF SANDWICH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE PLANTATION OF SANDWICH FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE PLANTATION OF SANDWICH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of HERITAGE PLANTATION OF SANDWICH FUND?
- The 990 for the year ended July 31, 2025 names JODEE P BISHOP.
- Who are the officers and directors of HERITAGE PLANTATION OF SANDWICH FUND?
- The 990 for the year ended July 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $57,078 (EVELYN V MORENO, TRUSTEE/AS REQUIRED).
- How much revenue does HERITAGE PLANTATION OF SANDWICH FUND have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $507,871, expenses of $1,294,366 and total assets of $16,130,226 at year end.
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