AUMdb

Heritage Classic Foundation

EIN 570835114 · 501(c)(3) · Public charity · Hilton Head, SC · recognized 1989

Assets
$16.8M
Revenue
$19.0M
Expenses
$16.5M
Investment income
$362K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Stephen J Wilmot President & ceo $309,866 $0
Derek R Paton Vp sales & marketing $265,149 $0
James M Ivester Director of corporate sales $199,144 $0
Morgan Hyde Vp operations $116,950 $0
J Simon Fraser Chairman $18,000 $0
Richard P Reichel Treasurer $0 $0
Cary Corbitt Trustee $0 $0
Steven P Birdwell Trustee $0 $0
Marc Grant Trustee $0 $0
Lisa Sulka Trustee $0 $0
Tricia B Lynch Trustee $0 $0
William G Miles Secretary $0 $0
Donald F Calhoon Trustee $0 $0
Scott H Richardson Trustee $0 $0
Terry A Finger Vice charirman $0 $0
Charles C Rountree Iii Trustee $0 $0
W Douglas Smith Trustee $0 $0
Pamela P Lackey Trustee $0 $0
Christopher L Corkern Trustee $0 $0
Al Kennickell Trustee $0 $0
Mike Manesotis Trustee $0 $0
Ann Mcbrien Trustee $0 $0
Jeffrey G Reilley Trustee $0 $0