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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
Principal Address: 1445 WAMPANOAG TRAIL SUITE 201, EAST PROVIDENCE, RI, 02915, USA
Purpose: TO AWARD GRANTS FOR THE PROMULGATION OF RHODE ISLAND HISTORY
NAICS: 813211 - Grantmaking Foundations
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

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

Date of last update: 06 Oct 2024

Sources: Rhode Island Department of State