Heritage Helps Foundation C/o Lori Chartier | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Heritage Helps Foundation C/o Lori Chartier. Data shown is extracted from Form 990-PF filings.

EIN: 82-3205743

Foundation Overview

Based in Auburn, NH, Heritage Helps Foundation C/o Lori Chartier has awarded 66 grants totaling $192,227 to organizations in New Hampshire, Massachusetts and 9 other states across the US. Individual grants range from $150 to $35,000, with a median award of $475.

Latest Tax Year
2020
Total Giving (all years)
$192,227
Total Assets
$0
Median Grant (all grants)
$475

Latest Form 990-PF Snapshot

Total Grants
23
Median Grant
$2,500
% Median Grant Growth
+900% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: June 2021

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Emerging Foundation: 57%

13 of 23 recipients (57%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.

Geographic Focus
New Hampshire

56% of grants are awarded in New Hampshire, with additional funding distributed across 10 other locations. The foundation balances regional focus with broader geographic diversity. Within New Hampshire, funding concentrates in Manchester (32%), Concord (19%), Bedford (11%).

Funding Trajectory
+5%

Stable funding levels with 5% change over 2 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 3 others

Diversified giving across multiple program areas with primary emphasis on general purposes (59%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Heritage Helps Foundation C/o Lori Chartier's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Boys & Girls Club Of Central Nh $10,000 Concord, NH, US Community Outreach 2020
Boys & Girls Club Of Central Nh $3,284 Concord, NH, US Community Outreach 2020
Boys & Girls Club Of Lynn Ma $10,000 Lynn, MA, US Camp Campaign 2020
Boys & Girls Club Of Lynn Ma $5,000 Lynn, MA, US Capital Campaign 2020
Boys & Girls Club Of Manchester $2,500 Manchester, NH, US Capital Campaign 2020
Boys & Girls Club Of Manchester $10,000 Manchester, NH, US Capital Campaign 2020
Boys & Girls Club Of Manchester $4,000 Manchester, NH, US Camp Capital Campaign 2020
Selt $500 Exeter, NH, US Community Outreach 2020
Miasp $2,000 Macnhester, NH, US Community Outreach 2020
Best Buddies New Hampshire $10,000 Miami, FL, US Friendship Walk Sponsorship 2020
Brain Aneurysm Foundation $250 Hanover, MA, US Annual Arterial Challenge Campaign 2020
Nh Food Bank $10,000 Manchester, NH, US Capital Campaign 2020
Childrens Miracle Network Hospital $250 Salt Lake City, UT, US Capital Campaign 2020
Family Reach $10,000 Boston, MA, US Capital Campaign 2020
Concord High School $1,250 Concord, NH, US Chs Legacy Foundation Fundraiser 2020
Derry Village Rotary $300 Derry, NH, US Annual Fundraiser 2020
Weare Home Educators $2,500 Weare, NH, US Sunshine Fund And Scholarships 2020
Best Buddies New Hampshire $2,500 Miami, FL, US Virtual Champion Of Year Fundraiser 2020
Boys & Girls Club Of Lynn Ma $2,500 Lynn, MA, US Be A Key Sponsorship 2020
Troop 83 Bsa $500 Penacook, NH, US Handicap Access Ramp At Food Pantry 2020
Family Reach $5,000 Boston, MA, US Capital Campaign 2020
Ballet Misha $2,500 Manchester, NH, US Nutcracker Production 2020
Boys & Girls Club Of Lynn Ma $10,000 Lynn, MA, US Capital Campaign 2020
Alzheimer's Association $300 Washington, DC, US Community Outreach 2018
Amc $150 Boston, MA, US Community Outreach 2018
American Cancer Society Making Str $450 Bedford, NH, US Health And Wellness 2018
American Cancer Society Making Str $10,000 Bedford, NH, US Health And Wellness 2018
American Cancer Society Making Str $1,500 Bedford, NH, US Health And Wellness 2018
American Cancer Society Making Str $150 Bedford, NH, US Health And Wellness 2018
Annie's Angels $150 Stratham, NH, US Community Outreach 2018
Best Buddies New Hampshire $2,500 Manchester, NH, US Community Outreach 2018
Best Friends Animal Society $150 Kanab, UT, US Community Outreach 2018
Boy Scouts Of America $150 Irving, TX, US Community Outreach 2018
Boys & Girls Club Of Manchester $450 Manchester, NH, US Community Outreach 2018
Boys & Girls Club Of Manchester $2,500 Manchester, NH, US Community Outreach 2018
Brain Aneurysm Foundation $150 Hanover, MA, US Health And Wellness 2018
Children's Miracle Network Hospital $250 Salt Lake City, UT, US Health And Wellness 2018
Deny Village Rotary Club $200 Derry, NH, US Local And Civic Grantmaking 2018
First Assembly Of God $2,750 Auburn, NH, US Community Outreach 2018
Good Soil Partners $450 North Hampton, NH, US Community Outreach 2018
High Hopes Foundation $150 Nashua, NH, US Community Outreach 2018
Human Rights Campaign $150 Provincetown, MA, US Community Outreach 2018
Kings Challenge $250 Portsmouth, NH, US Health And Wellness 2018
Manchester Eagles $1,243 Manchester, NH, US Community Outreach 2018
Movement Christian Church $250 Merrimack, NH, US Community Outreach 2018
Nh Food Bank $600 Manchester, NH, US Community Outreach 2018
Nh Food Bank $750 Manchester, NH, US Community Outreach 2018
Nh Food Bank $450 Manchester, NH, US Community Outreach 2018
Operational International Railroad $150 Cedar City, UT, US Community Outreach 2018
Parkinson's Association Of San Dieg $150 Solana Beach, CA, US Community Outreach 2018
Power Knights 501 - Robotics $300 Goffstown, NH, US Education Improvement 2018
Samba International $10,000 Concord, NH, US Educational Intl Outreach 2018
Samba International $3,400 Concord, NH, US Educational Intl Outreach 2018
Samba International $35,000 Concord, NH, US Educational Intl Outreach 2018
Selt $500 Exeter, NH, US Community Outreach 2018
St Jude's Children Hospital $150 Memphis, TN, US Health And Wellness 2018
St Labre Indian School $150 Marlborough, MA, US Education Improvement 2018
The Hsus $150 Washington, DC, US Community Outreach 2018
The Jimmy Fund $150 Boston, MA, US Community Outreach 2018
The Salvation Army $300 Concord, NH, US Community Outreach 2018
The Voice Of The Martyrs $150 Bartlesville, OK, US Community Outreach 2018
The Wish Project $150 Lowell, MA, US Community Outreach 2018
Watchtower Bible Trust Society $150 Wallhill, NY, US Community Outreach 2018
Wgbh $150 Boston, MA, US Community Outreach 2018
Wounded Warrior Project $300 Topeka, KS, US Community Outreach 2018
Family Reach $10,000 Boston, MA, US Health And Wellness 2018

Foundations Similar to Heritage Helps Foundation C/o Lori Chartier

Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in NH that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-3582241 | 9 grants awarded
$0
(≈ Similar)
$250
median grant
Wolfeboro, NH
Same state
100%
Excellent match

EIN: 02-6122727 | 17 grants awarded
$0
(≈ Similar)
$600
median grant
Bristol, NH
Same state
100%
Excellent match

EIN: 20-6529537 | 16 grants awarded
$0
(≈ Similar)
$500
median grant
Exeter, NH
Same state
100%
Excellent match

EIN: 20-5649366 | 22 grants awarded
$0
(≈ Similar)
$500
median grant
Plaistow, NH
Same state
100%
Excellent match

EIN: 01-6007759 | 4 grants awarded
$0
(≈ Similar)
$403.5
median grant
Concord, NH
Same state
100%
Excellent match

Contact Information

Official contact details for Heritage Helps Foundation C/o Lori Chartier as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 82-3205743
Website https://justcallheritage.com/about-us/heritage-h
Address 28 COMMERCIAL CT Auburn, NH 03032-3725

Key People (4)

Board members, trustees, and key staff who oversee Heritage Helps Foundation C/o Lori Chartier's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Lori Chartier
Vice Preside Craig Chartier
Treasurer Lori Chartier
Secretary Jessica-lynn Daly

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Heritage Helps Foundation C/o Lori Chartier is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated June 2021 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.