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Heritage Harbor Foundation

Company Details

Name: Heritage Harbor Foundation
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 22 Jun 1979 (46 years ago)
Identification Number: 000027399
ZIP code: 02915
County: Providence County
Purpose: TO AWARD GRANTS FOR THE PROMULGATION OF RHODE ISLAND HISTORY
Fictitious names: The Foundation for the Promotion of State Cultural Heritage (trading name, 2016-02-19 - )
Heritage Harbor Museum (trading name, 2001-11-13 - )
Historical names: FOUNDATION FOR THE PROMOTION OF STATE CULTURAL HERITAGE
Heritage Harbor Corporation
Principal Address: Google Maps Logo 1445 WAMPANOAG TRAIL SUITE 201, EAST PROVIDENCE, RI, 02915, USA

Industry & Business Activity

NAICS

813211 Grantmaking Foundations

This U.S. industry comprises establishments known as grantmaking foundations or charitable trusts. Establishments in this industry award grants from trust funds based on a competitive selection process or the preferences of the foundation managers and grantors; or fund a single entity, such as a museum or university. Learn more at the U.S. Census Bureau

Agent

Name Role Address
PATRICK T. CONLEY Agent 1445 WAMPANOAG TRAIL SUITE 203, EAST PROVIDENCE, RI, 02915, USA

PRESIDENT

Name Role Address
DR. PATRICK T. CONLEY PRESIDENT ONE BRISTOL POINT ROAD BRISTOL, RI 02809 USA

DIRECTOR

Name Role Address
GENERAL JAMES J. DAGOSTINO DIRECTOR 60 PINE TREE LANE WEST GREENWICH, RI 02817 USA

Form 5500 Series

Employer Identification Number (EIN):
050384641
Plan Year:
2015
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
9
Sponsors Telephone Number:

Events

Type Date Old Value New Value
Name Change 2016-02-17 Heritage Harbor Corporation Heritage Harbor Foundation
Name Change 1996-12-20 FOUNDATION FOR THE PROMOTION OF STATE CULTURAL HERITAGE Heritage Harbor Corporation

Licenses

License No License Type Status Date Issued Expiration Date
CO.9904937 Charitable Organization INACTIVE No data 2024-09-10

Permits

Type Decision Date Project Acceptance Date
Commercial Structure 2000-01-04 Demo,rehab Bldgs,drains,parkng 1999-12-16

Filings

Number Name File Date
202445026700 Annual Report 2024-01-30
202327113540 Annual Report 2023-01-30
202208754190 Annual Report 2022-01-24
202198202370 Annual Report 2021-06-10
202043196850 Annual Report 2020-06-23

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2020-10-19
Action:
InitialFiling

Parties

Party Name:
Heritage Harbor Foundation
Party Role:
Debtor(s)
Party Name:
U.S. SMALL BUSINESS ADMINISTRATION
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Date:
2020-10-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
146700.00
Total Face Value Of Loan:
146700.00
Date:
2009-08-28
Awarding Agency Name:
National Archives and Records Administration
Transaction Description:
DETAILED PROCESSING PROJECT
Obligated Amount:
171000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
76210642
Mark:
HERITAGE HARBOR MUSEUM
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2001-02-15
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
HERITAGE HARBOR MUSEUM

Goods And Services

For:
museum services featuring science, social science, history and cultural exhibits; and educational services, namely, conducting classes, workshops, programs, and lectures in the fields of science, social science, history, and culture
First Use:
1997-12-09
International Classes:
041 - Primary Class
Class Status:
SECTION 8 - CANCELLED

Tax Exempt

Employer Identification Number (EIN) :
05-0384641
In Care Of Name:
% PATRICK T CONLEY
Classification:
Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date:
1981-02
Deductibility:
Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Date of last update: 17 May 2025

Sources: Rhode Island Department of State