Heritage Plantation of Sandwich Fund

Analysis

Heritage Plantation of Sandwich Fund is a registered charity in United States, based in Boston, MA. It received its IRS tax-exemption ruling in March 1973, 53 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending July 2024, Heritage Plantation of Sandwich Fund reported income of $560k and spending of $1.3m, spending 227% of what it took in. Across the 6 years on record, from July 2019 to July 2024, income grew from $118k to $560k (+377%), an average of +37% a year. The sharpest change came in the year to July 2024, when income rose by 1516%. Over the whole period it spent 319% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Heritage Plantation of Sandwich Fund sits at the 70th percentile: it is larger than about 70% of them. Against every charity in United States with reported income it ranks in the 72nd percentile, and in the 72nd percentile within MA. Charities of a similar size with the same main cause include Education for All Co ($560k), Apple Ridge Farm Incorporated ($561k) and Sacramento Chinese of Indochina Friendship ($560k).

Compensation of current officers, directors and key employees was $96k (7.6% of expenses). At year end it held assets of $15.6m against liabilities of $0, net assets of $15.6m.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.