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Tennessee · Private foundation

Heritage Plantation Foundation

Its FY2022 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$12k
Granted FY2021
11
Grants FY2021
11
Organizations funded FY2021
64%
First-time grantees FY2021
Read the full brief
Median grant, FY2021
$100
Largest grant, FY2021
$11,000
Organizations funded a year
11 to 14
FY2017 to FY2021
States reached, FY2021
2
Total assets, FY2021
$367k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 64% of the organizations Heritage Plantation Foundation funded were first-time grantees, receiving 7% of its grant dollars.

New vs renewed · share of each year

In FY2021, 93% of grant dollars renewed an existing relationship; $850 went to new ones.

50%100%’18’19’21
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’21
Recreation & SportsArts & CultureHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202111$12k64%
FY201911$15k0%
FY201812$14k0%
FY201714$17kn/a
85% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2021.

Religion$48kHealth$4kRecreation & Sports$3kArts & Culture$750Education$670Public Safety & Disaster$562Environment$50Other$0

Top grantees

Largest recipients by total granted, FY2017 to FY2021, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Le Bonheur Children's Hospital Foundation$2,50020%
Mid-South Public Communications Foundation$40040%
The National Sporting Library and Museum$30040%
The Hutchison School$30030%
Wthja$25010%
Dixon Gallery and Gardens$10010%
St Jude Children's Research Hospital Inc$10010%
Wolf River Conservancy Inc$5010%

Plus 13 recipients with no EIN on record ($54k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Heritage Plantation Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetLe Bonheur Children's Hospital Foundation: $2,500 over 2y, 0.0% of budgetMid-South Public Communications Foundation: $400 over 4y, 0.0% of budgetThe National Sporting Library and Museum: $300 over 4y, 0.0% of budgetThe Hutchison School: $300 over 3y, 0.0% of budgetWthja: $250 over 1y, 0.0% of budgetDixon Gallery and Gardens: $100 over 1y, 0.0% of budgetSt Jude Children's Research Hospital Inc: $100 over 1y, 0.0% of budgetWolf River Conservancy Inc: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 8.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Deborah D Tipton Char…Christian Community F…Plough FoundationBelz FoundationThe Kemmons Wilson Fa…Community Foundation …The Pfizer Foundation…The Blackbaud Giving …National Philanthropi…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Deborah D Tipton Charitable FoundationTN15.8× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Deborah D Tipton Charitable Foundation · Christian Community Foundation of Memphis · Plough Foundation · Belz Foundation · The Kemmons Wilson Family Foundation · Community Foundation of Greater Memphis Inc · The Pfizer Foundation Inc · The Blackbaud Giving Fund · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Heritage Plantation Foundation with peer funders

About Heritage Plantation Foundation

How much does Heritage Plantation Foundation give?
Heritage Plantation Foundation reported 11 grants totaling $12,150 in its FY2021 IRS filing. It funded between 11 and 14 organizations a year over FY2017 to FY2021.
What does Heritage Plantation Foundation fund?
By grant dollars over FY2017 to FY2021, its largest causes are Religion (82%), Health (7%), Recreation & Sports (5%).
Who are Heritage Plantation Foundation's largest grantees?
By total granted over FY2017 to FY2021: Le Bonheur Children's Hospital Foundation ($3k), Mid-South Public Communications Foundation ($400), The National Sporting Library and Museum ($300).
Does Heritage Plantation Foundation fund new organizations?
In FY2021, 64% of the organizations it funded were first-time grantees.
Does Heritage Plantation Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Heritage Plantation Foundation?
Its strongest co-funders, measured against what their size predicts, include Deborah D Tipton Charitable Foundation, Christian Community Foundation of Memphis, Plough Foundation.
Where is Heritage Plantation Foundation based?
Heritage Plantation Foundation is based in TN.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 21 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2022) is on record but names no grant recipient in the published copy, so the figures above are from FY2021, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

Play a game based on Heritage Plantation’s filings →

More from the funding graph

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The endowment market
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The camps
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By state
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