2024-11-21T06:22:48-06:00 2024-07-31 160764720 NIXON PEABODY LLP 53 STATE STREET BOSTON MA 02109 990 2023-08-01 237259864 HERITAGE PLANTATION OF SANDWICH FUND HERI 6173451000 NIXON PEABODY LLP 53 STATE STREET BOSTON MA 021092835 EVELYN V MORENO TRUSTEE 6173451000 2024-11-18 1 0 AARON POIRIER P01887276 6173451000 2023 2024-10-15 13:58:12Z JODEE P BISHOP HILTON BISHOP 15A DEPOT AVE FALMOUTH MA 02540 7513773 0 X N/A X 1973 MA THE HERITAGE PLANTATION OF SANDWICH FUND'S SOLE PURPOSE IS TO INVEST FUNDS AND MAKE GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC., A MASSACHUSETTS CHARITABLE CORPORATION MAINTAINING A MUSEUM IN SANDWICH, MASSACHUSETTS. 3 0 0 0 0 0 0 0 0 0 34685 560449 0 0 34685 560449 656765 1165381 0 0 87434 96028 0 0 0 14713 8915 758912 1270324 -724227 -709875 14600857 15551739 0 0 14600857 15551739 THE HERITAGE PLANTATION OF SANDWICH FUND'S SOLE PURPOSE IS TO INVEST FUNDS AND MAKE GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC. , A MASSACHUSETTS CHARITABLE CORPORATION MAINTAINING A MUSEUM IN SANDWICH, MASSACHUSETTS. 0 0 1165381 1165381 GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC. 1165381 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 MA X EVELYN V MORENO NIXON PEABODY LLP 6173451000 53 STATE STREET BOSTON MA 021092835 JOEL G CROWELL TRUSTEE/AS REQUIRED 1.00 X 6000 0 0 EVELYN V MORENO TRUSTEE/AS REQUIRED 1.00 X 54017 0 0 JODEE P BISHOP TRUSTEE/AS REQUIRED 1.00 X 36011 0 0 96028 0 0 0 0 0 0 0 327555 327555 7186218 6953324 232894 232894 232894 560449 0 0 560449 1165381 1165381 96028 96028 6500 6500 FOREIGN TAX WITHHELD 2290 2290 MA FORM PC FILING FEE 125 125 1270324 1165381 104943 0 704202 217680 13896655 15334059 14600857 15551739 0 0 X 14600857 15551739 0 0 0 0 14600857 15551739 14600857 15551739 -709875 1660757 0 X 0 1 0 0 X X 1 HERITAGE PLANTATION 042704457 7 1 1165381 0 1 1165381 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 250737 327555 250737 327555 0 0 100005 102653 0 0 150732 224902 13232944 14383032 466839 491341 0 0 13699783 14874373 0 0 0 13699783 14874373 205497 223116 13494286 14651257 472300 512794 0 0 472300 512794 150732 128122 472300 472300 0 472300 1165381 0 0 0 0 0 1165381 1165381 472300 100.000000000000 472300 0 0 666613 938022 659384 656765 2920784 0 472300 0 2448484 1165381 0 1165381 0 0 3613865 194313 938022 659384 656765 1165381 SCHEDULE A, PART IV, SECTION D, LINE 1 SUPPORTING ORGANIZATION - HERITAGE PLANTATION OF SANDWICH FUND ("FUND") SUPPORTED ORGANIZATION - HERITAGE PLANTATION OF SANDWICH, INC. (D/B/A HERITAGE MUSEUMS & GARDENS) ("HERITAGE") 1. THE FUND PROVIDES MONTHLY AND QUARTERLY INVESTMENT STATEMENTS AND PERFORMANCE REPORTS TO THE FOLLOWING INDIVIDUALS ASSOCIATED WITH HERITAGE: ANNE SCOTT-PUTNEY, PRESIDENT & CEO MATT CRONIN, FRACTIONAL CFO MATT O'KEEFE, SENIOR ACCOUNTANT KRISTEN COTTER, HUMAN RESOURCES MANAGER CHRISTOPHER RICHARDS, CHAIR OF BOARD OF DIRECTORS HARRY I. ALVERSON, TREASURER & CHAIR OF THE FINANCE COMMITTEE JODEE P. BISHOP, TRUSTEE JOEL CROWELL, TRUSTEE EVELYN V. MORENO, TRUSTEE THE STATEMENTS INCLUDE THE TYPE AND AMOUNT OF ALL SUPPORT THE FUND PROVIDES TO HERITAGE DURING THE FUND'S TAX YEAR. 2. THE FUND HAS PROVIDED A COPY OF ITS GOVERNING DOCUMENT TO HERITAGE. SCHEDULE A, PART IV, SECTION D, LINE 3 THE FUND'S SOLE PURPOSE IS TO SUPPORT HERITAGE. THEREFORE, THE TRUSTEES OF THE FUND MEET AT LEAST ANNUALLY WITH THE FINANCE COMMITTEE OF HERITAGE TO ADDRESS ASSET ALLOCATION AND TO ENSURE ASSET ALLOCATION IS RESPONSIVE TO THE ONGOING FINANCIAL NEEDS OF HERITAGE AND TO REVIEW THE LEVEL OF DISTRIBUTIONS FROM THE FUND TO HERITAGE. IN BETWEEN SUCH MEETINGS, THE TRUSTEES OF THE FUND ARE IN TELEPHONE AND EMAIL CONTACT WITH HERITAGE'S PRESIDENT AND CEO, AND WITH MEMBERS OF ITS BOARD OF TRUSTEES AND FINANCE COMMITTEE, TO KEEP ABREAST OF DEVELOPMENTS AT HERITAGE AND ITS FINANCIAL SITUATION. HERITAGE'S BUDGET AND SPECIAL PROJECTS DETERMINE THE TIMING AND AMOUNT OF DISTRIBUTIONS FROM THE FUND. FUND SUPPORT OF HERITAGE CONTINUES TO BE SUBSTANTIALLY IN EXCESS OF THE FUND'S INCOME, AS IT HAS BEEN FOR MANY YEARS. 0 2221206 1660757 1660757 560449 0 560449 0 0 0 0 0 1 HERITAGE PLANTATION OF SANDWICH INC 67 GROVE STREET SANDWICH MA 02563 042704457 501(C)(3) 1165381 0 SEE SCHEDULE O FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B TRUSTEES ARE PROVIDED WITH A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST; NO REQUESTS RECEIVED DURING THE TAX YEAR. PART VI, SECTION A, LINE 9 TRUSTEES WHO CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: JODEE P. BISHOP, HILTON & BISHOP 15A DEPOT AVENUE FALMOUTH, MA 02540 JOEL CROWELL 20 SESUIT NECK ROAD, P.O. BOX 62 EAST DENNIS, MA 02641 HERITAGE PLANTATION OF SANDWICH INC 67 GROVE STREET SANDWICH MA 02563 042704457 MUSEUM MA 501(C)(3) 170 (B)(1)(A)(VI) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HERITAGE PLANTATION OF SANDWICH INC B 1165381