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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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