Harborstone Credit Union
THE CREDIT UNION IS A WORLD CLASS FINANCIAL INSTRITUTION THAT BUILDS TRUST AS IT ASSISTS MEMBERS IN ACHIEVING FINANCIAL WELL BEING THROUGH INNOVATIVE SOLUTIONS THAT FOSTER THRIVING COMMUNITIES AND ECONOMIC VITALITY.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.1B
+10.6% YoY
Annual Giving
$516K
+36.9% YoY
Grant Count
16
-5.9% YoY
Avg Grant Size
$32K
+45.4% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,109,617,653 | $1,907,287,967 | $1,861,434,553 |
| Revenue | $122,675,100 | $93,110,698 | $76,742,957 |
| Expenses | $111,921,139 | $86,011,707 | $62,794,019 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $23,182,311 | $11,614,888 | $7,591,430 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
81 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Harborstone Credit Union fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEOFF BULLOCK | PRESIDENT & CEO | 40 | $1,083,677 |
| STEVE CROSBY | SR VP COO (LEFT 07/2024) | 40 | $1,092,550 |
| ROBERT LUETTJOHANN | SR VP CLO | 40 | $330,799 |
| THERESA WALYOR | SR VP CIO | 40 | $305,867 |
| MARK FAIRBANKS | SR VP CFO | 40 | $286,018 |
| TIM HOEFEL | SR VP CRO | 40 | $291,180 |
| SCOTT BECKWITH | VP BUSINESS BANKING | 40 | $202,879 |
| CONNOR LEWIS | VP STRATEGIC INITIATIVES | 40 | $198,399 |
| BONN VALERA | VP RETAIL | 40 | $169,468 |
| HEATHER HEALEA | VP CONSUMER LENDING | 40 | $173,329 |
| SCOTT HIGGINS | VP BUSINESS BANKING | 40 | $183,438 |
| JIMESE HARKLEY | SVP CCEO | 40 | $136,681 |
| DOLORES BROESKE | SVP CPO | 40 | $71,504 |
| ANN ANDERSON | VICE CHAIR | 2 | $39,771 |
| FRANKLIN DONAHOE | DIRECTOR | 2 | $37,537 |
| SHELLIE WILLIS | SECRETARY | 2 | $36,484 |
| LINDA CRANE NELSEN | DIRECTOR | 2 | $32,413 |
| RICK STEVENS | CHAIR | 2 | $31,735 |
| MICHAEL GEDEON | DIRECTOR | 2 | $22,174 |
| IVAN BARRON | DIRECTOR | 2 | $19,301 |
| JAMES BUCK | DIRECTOR | 2 | $16,341 |
| BONNIE KERN | DIRECTOR | 2 | $15,866 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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