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  5. Heritage Harbor Foundation

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
Principal Address: 1445 WAMPANOAG TRAIL SUITE 201, EAST PROVIDENCE, RI, 02915, USA
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

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

Companies doing Grantmaking foundations

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 050384641 2016-08-31 HERITAGE HARBOR CORPORATION 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Signature of
Role Plan administrator
Date 2016-08-31
Name of individual signing KENNETH G ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-31
Name of individual signing KENNETH G ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 050384641 2016-03-04 HERITAGE HARBOR CORPORATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Signature of
Role Plan administrator
Date 2016-03-04
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-04
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 050384641 2015-06-02 HERITAGE HARBOR CORPORATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Signature of
Role Plan administrator
Date 2015-06-02
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-02
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 050384641 2014-04-10 HERITAGE HARBOR CORPORATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Signature of
Role Plan administrator
Date 2014-04-10
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-04-10
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 050384641 2013-05-21 HERITAGE HARBOR CORPORATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Signature of
Role Plan administrator
Date 2013-05-21
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-21
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 050384641 2013-05-21 HERITAGE HARBOR CORPORATION 9
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Signature of
Role Plan administrator
Date 2013-05-21
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-21
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 050384641 2012-09-10 HERITAGE HARBOR CORPORATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050384641
Plan administrator’s name HERITAGE HARBOR CORPORATION
Plan administrator’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4017517979

Signature of
Role Plan administrator
Date 2012-09-10
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-10
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 050384641 2012-09-10 HERITAGE HARBOR CORPORATION 9
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050384641
Plan administrator’s name HERITAGE HARBOR CORPORATION
Plan administrator’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4017517979

Signature of
Role Plan administrator
Date 2012-09-10
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-10
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2010 050384641 2011-10-12 HERITAGE HARBOR CORPORATION 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050384641
Plan administrator’s name HERITAGE HARBOR CORPORATION
Plan administrator’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4017517979

Signature of
Role Plan administrator
Date 2011-10-11
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE HARBOR MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 050384641 2010-10-12 HERITAGE HARBOR CORPORATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 712100
Sponsor’s telephone number 4017517979
Plan sponsor’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050384641
Plan administrator’s name HERITAGE HARBOR CORPORATION
Plan administrator’s address 222 RICHMOND STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4017517979

Signature of
Role Plan administrator
Date 2010-10-12
Name of individual signing KEN ORENSTEIN
Valid signature Filed with authorized/valid electronic signature

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

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

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
201993392620 Annual Report 2019-05-16
201865121570 Annual Report 2018-05-14
201745554140 Annual Report 2017-06-15
201745123580 Statement of Change of Registered/Resident Agent Office 2017-06-09
201602606700 Articles of Amendment 2016-07-25

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
RP5002509 National Archives and Records Administration 89.003 - NATIONAL HISTORICAL PUBLICATIONS AND RECORDS GRANTS No data No data DETAILED PROCESSING PROJECT
Recipient HERITAGE HARBOR MUSEUM
Recipient Name Raw HERITAGE HARBOR MUSEUM
Recipient DUNS 002684349
Recipient Address 222 RICHMOND STREET, SUITE 206, PROVIDENCE, PROVIDENCE, RHODE ISLAND, 02903-4226, UNITED STATES
Obligated Amount 171000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
05-0384641 Association Unconditional Exemption 1445 WAMPANOAG TRL UNIT 201, RIVERSIDE, RI, 02915-1023 1981-02
In Care of Name % PATRICK T CONLEY
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
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)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-06
Asset 5,000,000 to 9,999,999
Income 100,000 to 499,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Jun
Asset Amount 7423708
Income Amount 454567
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 202306
Filing Type E
Return Type 990PF
File View File
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 202206
Filing Type E
Return Type 990PF
File View File
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 202106
Filing Type E
Return Type 990T
File View File
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 201906
Filing Type E
Return Type 990PR
File View File
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 201906
Filing Type P
Return Type 990T
File View File
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 201806
Filing Type E
Return Type 990PF
File View File
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE HARBOR FOUNDATION
EIN 05-0384641
Tax Period 201606
Filing Type P
Return Type 990
File View File

Related by officers

PATRICK T. CONLEY

BLUE CRICKET CARD & GIFT, INC. GREENE & SONS, INC. KARROO LAND CO., INC. THE RHODE ISLAND PUBLICATIONS SOCIETY Pegasus Air, Inc. AULD SOD REALTY CORPORATION OLD HARBOR CAFE, INC. THE INN AT OLD HARBOR, INC. Pine Street Associates, L.L.C. Sedona Associates, L.L.C.

DR. PATRICK T. CONLEY

The Brahmin Society of Bristol County

Related by address

No related companies by address

Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State

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