Heritage Palms Charitable Organization Inc is a private foundation focused on Human Services, based in FORT MYERS, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $71K in total assets. In 2024, it awarded 5 grants totaling $9K. Net investment income was $2K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$71K
+60.1% YoY
Annual Giving
$9K
-46.5% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$2K
-25.0% YoY
Under IRS private-foundation payout rules, Heritage Palms Charitable Organization Inc reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.
About Heritage Palms Charitable Organization Inc
Based on IRS filings
Heritage Palms Charitable Organization Inc is a private foundation focused on Human Services, based in FORT MYERS, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $71K in total assets. In 2024, it awarded 5 grants totaling $9K. Net investment income was $2K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $71,000 | $44,361 | $20,944 |
| Revenue | $73,209 | $64,264 | $88,894 |
| Expenses | $46,570 | $42,846 | $67,950 |
| Qualifying Distributions | $46,570 | $42,846 | $67,950 |
| Net Investment Income | $1,846 | — | — |
| Distributable Amount | $3,175 | $2,059 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Kelly Ritter ($4,650), Danielle Herring ($1,500), Cheryl Zubrycky ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Cheryl Zubrycky Fort Myers, FL | Benefit Allocation | $1,000 |
| Glenn Tarrant Fort Myers, FL | Benefit Allocation | $1,000 |
| Danielle Herring Fort Myers, FL | Benefit Allocation | $1,500 |
| Kelly Ritter Fort Myers, FL | Benefit Allocation | $4,650 |
| Daniel Becker Fort Myers, FL | Benefit Allocation | $600 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Anthony Plevniak | Director | 10 | — |
| Allan Potechin | President | 12 | — |
| Barbara Gregg | Secretary | 10 | — |
| Miriam Shook | Treasurer | 10 | — |
| Andrea Stern | Director | 4 | — |
| Lou Bottitta | Director | 8 | — |
| Claire Lavin O Reagan | Director | 8 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heritage Palms Charitable Organization Inc?
Heritage Palms Charitable Organization Inc is a private foundation focused on Human Services, based in FORT MYERS, FL. It holds $71K in total assets as of 2024.
How large is Heritage Palms Charitable Organization Inc?
As of 2024, Heritage Palms Charitable Organization Inc holds $71K in total assets with $73K in annual revenue. It awarded 5 grants totaling $9K in 2024.
Where does Heritage Palms Charitable Organization Inc operate?
Heritage Palms Charitable Organization Inc has awarded grants in Florida.
What size grants does Heritage Palms Charitable Organization Inc award?
In 2024, Heritage Palms Charitable Organization Inc awarded 5 grants totaling $9K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Heritage Palms Charitable Organization Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heritage Palms Charitable Organization Inc reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Heritage Palms Charitable Organization Inc's EIN?
Heritage Palms Charitable Organization Inc's EIN (Employer Identification Number) is 88-2005700. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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