Civic Intelligence

Heritage Plantation of Sandwich Fund

EIN 23-7259864 • 501(c)3 • Boston, MA

Profile

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.

Nixon Peabody Llp 53 State StreetBoston, MA 02109-2835

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

2nd percentile

-155%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

17th percentile

$57,078

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

48th percentile

3.7%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-9.4%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$16,130,226

Up $578,487 (+3.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$16,130,226

Up $578,487 (+3.7%) from 2024

Revenue

Down

$507,871

Down $52,578 (-9.4%) from 2024

Expenses

Up

$1,294,366

Up $24,042 (+1.9%) from 2024

Net Income

Down

-$786,495

Down $76,620 (-11%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2020: $14,096,508Liabilities 2020: $0Net Assets 2020: $14,096,5082020Assets 2021: $16,360,017Liabilities 2021: $0Net Assets 2021: $16,360,0172021Assets 2022: $14,087,399Liabilities 2022: $0Net Assets 2022: $14,087,3992022Assets 2023: $14,600,857Liabilities 2023: $0Net Assets 2023: $14,600,8572023Assets 2024: $15,551,739Liabilities 2024: $0Net Assets 2024: $15,551,7392024Assets 2025: $16,130,226Liabilities 2025: $0Net Assets 2025: $16,130,2262025

Highlighted filing

2025

Assets$16,130,226
Liabilities$0
Net Assets$16,130,226

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2020: $402,808Expenses 2020: $919,856Net Income 2020: -$517,0482020Revenue 2021: $528,832Expenses 2021: $1,070,344Net Income 2021: -$541,5122021Revenue 2022: $201,638Expenses 2022: $771,205Net Income 2022: -$569,5672022Revenue 2023: $34,685Expenses 2023: $758,912Net Income 2023: -$724,2272023Revenue 2024: $560,449Expenses 2024: $1,270,324Net Income 2024: -$709,8752024Revenue 2025: $507,871Expenses 2025: $1,294,366Net Income 2025: -$786,4952025

Highlighted filing

2025

Revenue$507,871
Expenses$1,294,366
Net Income-$786,495

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Jan 17, 2026
Return Version
2024v5.5
Gross Receipts
$4,918,026
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$15,551,739$16,130,226▲ $578,487
Investments in Publicly Traded Securities$15,334,059$16,035,322▲ $701,263
Savings and Temporary Cash Investments$217,680$94,904▼ $122,776
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$15,551,739$16,130,226▲ $578,487
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,551,739$16,130,226▲ $578,487
Total Liabilities and Net Assets / Fund Balance$15,551,739$16,130,226▲ $578,487
Compensation and Service Providers

Employees

NameTitleBaseTotal
Evelyn V MorenoTrustee/as Required$57,078$57,078
Jodee P BishopTrustee/as Required$38,052$38,052
Joel G CrowellTrustee/as Required$6,000$6,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$507,871
Other Revenue
$0
Change in Net Assets
$-786,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,181,753
Salaries, Compensation, and Employee Benefits$101,129
Other Expenses$11,484
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,181,753--$1,181,753
Current Officers, Directors, Trustees, and Key Employees-$101,129-$101,129
Fees for Services Other-$11,250-$11,250
Other Expenses-$24-$24
Total Functional Expenses$1,181,753$112,613$0$1,294,366
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heritage Plantation of Sandwich IncSandwich, MA501(c)(3)See Schedule O$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Trustees are provided with a copy of form 990 for review prior to filing.

Form 990, Part VI, Section C, Line 19

Made available upon request; no requests received during the tax year.

Part VI, Section A, Line 9

Trustees who cannot be reached at the organization's mailing address: jodee p. Bishop, hilton & bishop 15a depot avenue falmouth, ma 02540 joel crowell 20 sesuit neck road, p.o. Box 62 east dennis, ma 02641

Filing and Contact Details

Filer

Filer Name
Heritage Plantation of Sandwich Fund
EIN
23-7259864
Phone
6173451000
Address
NIXON PEABODY LLP 53 STATE STREET, BOSTON, MA 02109-2835

Signing Officer

Name
Evelyn V Moreno
Title
Trustee
Phone
6173451000
Signed
2026-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodee P Bishop
Formed
1973
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Nixon Peabody Llp
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Aaron Poirier
Phone
6173451000
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTING ORGANIZATION - HERITAGE PLANTATION OF SANDWICH FUND ("FUND") SUPPORTED ORGANIZATION - HERITAGE PLANTATION OF SANDWICH, INC. (D/B/A HERITAGE MUSEUMS & GARDENS) ("HERITAGE") 1. THE FUND PROVIDES MONTHLY AND QUARTERLY INVESTMENT STATEMENTS AND PERFORMANCE REPORTS TO THE FOLLOWING INDIVIDUALS ASSOCIATED WITH HERITAGE: ANNE SCOTT-PUTNEY, PRESIDENT & CEO MATT CRONIN, FRACTIONAL CFO MATT O'KEEFE, SENIOR ACCOUNTANT KRISTEN COTTER, HUMAN RESOURCES MANAGER TERENCE K. ANKER, CHAIR OF BOARD OF DIRECTORS HARRY I. ALVERSON, TREASURER & CHAIR OF THE FINANCE COMMITTEE JODEE P. BISHOP, TRUSTEE JOEL CROWELL, TRUSTEE EVELYN V. MORENO, TRUSTEE THE STATEMENTS INCLUDE THE TYPE AND AMOUNT OF ALL SUPPORT THE FUND PROVIDES TO HERITAGE DURING THE FUND'S TAX YEAR. 2. THE FUND HAS PROVIDED A COPY OF ITS GOVERNING DOCUMENT TO HERITAGE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FUND'S SOLE PURPOSE IS TO SUPPORT HERITAGE. THEREFORE, THE TRUSTEES OF THE FUND MEET AT LEAST ANNUALLY WITH THE FINANCE COMMITTEE OF HERITAGE TO ADDRESS ASSET ALLOCATION AND TO ENSURE ASSET ALLOCATION IS RESPONSIVE TO THE ONGOING FINANCIAL NEEDS OF HERITAGE AND TO REVIEW THE LEVEL OF DISTRIBUTIONS FROM THE FUND TO HERITAGE. IN BETWEEN SUCH MEETINGS, THE TRUSTEES OF THE FUND ARE IN TELEPHONE AND EMAIL CONTACT WITH HERITAGE'S PRESIDENT AND CEO, AND WITH MEMBERS OF ITS BOARD OF TRUSTEES AND FINANCE COMMITTEE, TO KEEP ABREAST OF DEVELOPMENTS AT HERITAGE AND ITS FINANCIAL SITUATION. HERITAGE'S BUDGET AND SPECIAL PROJECTS DETERMINE THE TIMING AND AMOUNT OF DISTRIBUTIONS FROM THE FUND. FUND SUPPORT OF HERITAGE CONTINUES TO BE SUBSTANTIALLY IN EXCESS OF THE FUND'S INCOME, AS IT HAS BEEN FOR MANY YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt015846165
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt014874373
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0435343
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0491341
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt015410822
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt014383032
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0237692
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0223116
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt015608473
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt014651257
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0546297
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0512794
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt015846165
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt014874373
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0546297
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0512794
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042704457
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01181753
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HERITAGE PLANTATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01181753
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01181753
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE SCHEDULE O
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HERITAGE PLANTATION OF SANDWICH INC
IRS990ScheduleI/RecipientTable/RecipientEIN0042704457
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt067 GROVE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANDWICH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002563
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE PROVIDED WITH A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MADE AVAILABLE UPON REQUEST; NO REQUESTS RECEIVED DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES WHO CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: JODEE P. BISHOP, HILTON & BISHOP 15A DEPOT AVENUE FALMOUTH, MA 02540 JOEL CROWELL 20 SESUIT NECK ROAD, P.O. BOX 62 EAST DENNIS, MA 02641
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION A, LINE 9
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HERITAGE PLANTATION OF SANDWICH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042704457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170 (B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt067 GROVE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANDWICH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002563
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01181753
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HERITAGE PLANTATION OF SANDWICH INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015551739
IRS990/TotalAssetsEOYAmt016130226
IRS990/TotalAssetsGrp/BOYAmt015551739
IRS990/TotalAssetsGrp/EOYAmt016130226
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0112613
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01181753
IRS990/TotalFunctionalExpensesGrp/TotalAmt01294366
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015551739
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016130226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01181753
IRS990/TotalReportableCompFromOrgAmt0101130
IRS990/TotalRevenueGrp/ExclusionAmt0507871
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0507871
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015551739
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016130226
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0HILTON BISHOP 15A DEPOT AVE
IRS990/USAddress/CityNm0FALMOUTH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002540
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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