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North Carolina · Nonprofit

HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC

HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC (North Carolina) receives grants from 5 organizations whose IRS filings report $289,573 to it, the largest being CUMBERLAND COMMUNITY FOUNDATION INC ($154,023). 2 of them have funded it in more than one year, and 53% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$50k
Funders on record
5
Grants received
$290k
Net assets
$16k
2/5 repeat fundersgrants exceed reported revenue in one year
01What it does

What Heritage Square Historical Society of North Carolina Inc does

Mission

The restoration and preservation of heritage square

As stated on its FY2025 Form 990-EZ.

Program

  1. Restoration and preservation of heritage square, which includes three buildings on the national register of historic places

    $80,856 spent
    100% of program spending

The program described on its FY2024 Form 990-EZ. Program spending in total: $80,856.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($62k) Expenses 100 ($71k) Net assets 100 ($47k)2018 Revenue 114 ($71k) Expenses 92 ($65k) Net assets 114 ($53k)2019 Revenue 123 ($77k) Expenses 147 ($104k) Net assets 56 ($26k)2020 Revenue 169 ($106k) Expenses 154 ($109k) Net assets 50 ($23k)2021 Revenue 142 ($89k) Expenses 114 ($81k) Net assets 67 ($31k)2022 Revenue 228 ($143k) Expenses 190 ($135k) Net assets 84 ($39k)2023 Revenue 130 ($81k) Expenses 105 ($75k) Net assets 98 ($46k)2024 Revenue 188 ($117k) Expenses 158 ($112k) Net assets 109 ($51k)2025 Revenue 80 ($50k) Expenses 120 ($85k) Net assets 35 ($16k)
'17'18'19'20'21'22'23'24'25
Revenue (80)Expenses (120)Net assets (35)

Balance sheet

Total assets at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $51k to $16k (−68%).

$47k
$53k
$26k
$23k
$31k
$39k
$46k
$51k
$16k
'17'18'19'20'21'22'23'24'25
Total assets

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$8k
’17
$7k
’18
−$27k
’19
−$3k
’20
$8k
’21
$8k
’22
$6k
’23
$5k
’24
−$35k
’25
03Who funds it

Who funds it, year by year

2020 → 2023: the base broadened from 2 funders to 3 funders, grant income rose $31k → $61k.

2 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 53% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC leans on a few funders — its largest provides 53% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

53% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC.

53%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2020 98% · 2021 66% · 2022 100% · 2023 59% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

53% of HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $136k that is directly attributable, 100% of it comes from North Carolina funders.

NC

In-state vs out-of-state, by year

’20
’21
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $154k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC?
HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC (North Carolina) receives grants from 5 organizations whose IRS filings report $289,573 to it, the largest being CUMBERLAND COMMUNITY FOUNDATION INC ($154,023). 2 of them have funded it in more than one year, and 53% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC have?
IRS filings report 5 organizations giving $289,573 in grants to HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC, 2 of which have funded it in more than one year.
Who is the largest funder of HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC?
CUMBERLAND COMMUNITY FOUNDATION INC is the largest funder on record, with $154,023 in grants. The full list of funders is on this page.
How can an organization like HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Heritage Square Historical Society of North Carolina →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing