The Heritage Fund Inc
EIN 010782316Total Given 2017–2024
$990K
95 grants · $124K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $5K–$11K
grant size
64%
deep partner · 23/36 multi-year
repeat
$3.9M
Assets (2024)
36
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(863) 688-1201
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $89K | $1.5M | $104K | 11 |
| 2019 | $108K | $3.9M | $46K | 10 |
| 2020 | N/A | $3.8M | $108K | N/A |
| 2021 | $191K | $4.2M | $103K | 15 |
| 2022 | $200K | $3.8M | $174K | 20 |
| 2023 | $209K | $3.8M | $180K | 19 |
| 2024 | $192K | $3.9M | $141K | 20 |
Grant Size Distribution
Based on 95 grants on record
Minimum
$400
25th Pctl
$5K
Median
$8K
Average
$10K
75th Pctl
$11K
Maximum
$50K
Geographic Distribution
Officers & Directors
HW
Howe D Whitman Jr
7+ yrs
President
Leadership
HW
Howe D Whitman
7+ yrs
Vice President
Leadership
PM
Paige W Merkle
7+ yrs
Secretary
Leadership
VM
Vincent B Merkle
7+ yrs
Director
VW
Vicki B Whitman
7+ yrs
Director
BW
Brenda Whitman
7+ yrs
Director
HW
Howe D Whitman Jr
7+ yrs
President
Leadership
HW
Howe D Whitman
7+ yrs
Vice President
Leadership
PM
Paige W Merkle
7+ yrs
Secretary
Leadership
BW
Brenda Whitman
7+ yrs
Director
VW
Vicki B Whitman
7+ yrs
Director
VM
Vincent B Merkle
7+ yrs
Director
HW
Howe D Whitman Jr
7+ yrs
President
Leadership
HW
Howe D Whitman
7+ yrs
Vice President
Leadership
PM
Paige W Merkle
7+ yrs
Treasurer
Leadership
VM
Vincent B Merkle
7+ yrs
Secretary
Leadership
VW
Vicki B Whitman
7+ yrs
Director
BW
Brenda Whitman
7+ yrs
Director
HW
Howe D Whitman Jr
7+ yrs
President
Leadership
HW
Howe D Whitman
7+ yrs
Vice President
Leadership
PM
Paige W Merkle
7+ yrs
Treasurer
Leadership
VM
Vincent B Merkle
7+ yrs
Secretary
Leadership
VW
Vicki B Whitman
7+ yrs
Director
BW
Brenda Whitman
7+ yrs
Director
HW
Howe D Whitman Jr
7+ yrs
President
Leadership
HW
Howe D Whitman
7+ yrs
Vice President
Leadership
PM
Paige W Merkle
7+ yrs
Treasurer
Leadership
VM
Vincent B Merkle
7+ yrs
Secretary
Leadership
BW
Brenda Whitman
7+ yrs
Director
VW
Vicki B Whitman
7+ yrs
Director
HW
Howe D Whitman Jr
7+ yrs
President
Leadership
HW
Howe D Whitman
7+ yrs
Vice President
Leadership
PM
Paige W Merkle
7+ yrs
Treasurer
Leadership
VM
Vincent B Merkle
7+ yrs
Secretary
Leadership
BW
Brenda Whitman
7+ yrs
Director
VW
Vicki B Whitman
7+ yrs
Director
HW
Howe D Whitman Jr
7+ yrs
President
Leadership
HW
Howe D Whitman
7+ yrs
Vice President
Leadership
PM
Paige W Merkle
7+ yrs
Treasurer
Leadership
VM
Vincent B Merkle
7+ yrs
Secretary
Leadership
BW
Brenda Whitman
7+ yrs
Director
VW
Vicki B Whitman
7+ yrs
Director
Grants Awarded (95 total)
| Purpose | ||||
|---|---|---|---|---|
| The Wilberforce School | Princeton Junction, NJ | $50,000 | UNRESTRICTED | 2021 |
| The Wilberforce School | Princeton Junction, NJ | $50,000 | UNRESTRICTED | 2022 |
| The Wilberforce School | Princeton Junction, NJ | $50,000 | UNRESTRICTED | 2023 |
| The Wilberforce School | Princeton Junction, NJ | $50,000 | UNRESTRICTED CHARITABLE GRANT | 2024 |
| K-Life | Atlanta, GA | $45,000 | UNRESTRICTED | 2017 |
| The Wilberforce School | Princeton Junction, NJ | $40,000 | UNRESTRICTED | 2019 |
| K-Life | Atlanta, GA | $25,000 | UNRESTRICTED | 2021 |
| Asian Christian Academy | Carrollton, TX | $25,000 | UNRESTRICTED | 2019 |
| The Navigators | Albert Lea, MN | $17,500 | UNRESTRICTED | 2022 |
| The Navigators | Albert Lea, MN | $17,500 | UNRESTRICTED | 2023 |
| Center for Christian Study | Charlottesville, VA | $15,000 | UNRESTRICTED | 2021 |
| Harvest Usa | Philadelphia, PA | $15,000 | UNRESTRICTED | 2021 |
| The Navigators | Albert Lea, MN | $15,000 | UNRESTRICTED | 2021 |
| Center for Christian Study | Charlottesville, VA | $15,000 | UNRESTRICTED | 2022 |
| Harvest Usa | Philadelphia, PA | $15,000 | UNRESTRICTED | 2022 |
| Center for Christian Study | Charlottesville, VA | $15,000 | UNRESTRICTED | 2023 |
| Daughters Against Alzheimers | Atlanta, GA | $15,000 | UNRESTRICTED | 2023 |
| Harvest Usa | Philadelphia, PA | $15,000 | UNRESTRICTED | 2023 |
| K-Life | Atlanta, GA | $15,000 | UNRESTRICTED | 2023 |
| Daughters Against Alzheimers | Atlanta, GA | $15,000 | UNRESTRICTED CHARITABLE GRANT | 2024 |
| K-Life | Atlanta, GA | $15,000 | UNRESTRICTED CHARITABLE GRANT | 2024 |
| Navigators Christian Fellowship | New Orleans, LA | $15,000 | UNRESTRICTED CHARITABLE GRANT | 2024 |
| The Wilberforce School | Princeton Junction, NJ | $15,000 | UNRESTRICTED | 2017 |
| Shepherd Center Foundation | Atlanta, GA | $12,500 | UNRESTRICTED | 2022 |
| City of Refuge | Atlanta, GA | $10,000 | UNRESTRICTED | 2021 |