Heritage Place Inc
THE ORGANIZATION'S MISSION IS TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY. THE PROJECT IS A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SUBSIDIZED SECTION 202 PROGRAM. THE PROJECT INCLUDES ACTIVITIES OF ITS DISREGARDED ENTITY, HERITAGE PLACE APARTMENTS, LLC, WHICH IS A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SECTION 8 AND SECTION 223(F) HOUSING PROGRAM.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$6.4M
-8.2% YoY
Annual Giving
$730K
-41.3% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$730K
+17.4% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,366,397 | $6,932,399 | $7,681,149 |
| Revenue | $2,272,216 | $2,236,177 | $1,983,260 |
| Expenses | $2,738,456 | $3,314,366 | $1,728,994 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $172,959 | $123,193 | $-53,274 |
| 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 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Heritage Place Inc fund?
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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 |
|---|---|---|---|
| ANN JOHNSON | Executive Dir. | 15 | — |
| ROD COLWELL | PAST PRESIDENT | 0.5 | — |
| SARAH MCLAIN | Secretary | 0.5 | — |
| DR DON CHISHOLM | President | 0.5 | — |
| MIKE WILSON | Treasurer | 0.5 | — |
| DAVID BOBBITT | Director | 0.5 | — |
| ANN FARRAR | Director | 0.5 | — |
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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