Heritage Palms Charitable Organization Inc
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 2025. As of 2025, the organization holds $89K in total assets. In 2025, it awarded 6 grants totaling $12K. Net investment income was $645.
Heritage Palms Charitable Organization Inc at a glance
In short: Heritage Palms Charitable Organization Inc gave $12K across 6 grants in 2025 (avg $2K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,606
- +32.6% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $1,934
- +10.5% vs 2024
- Median grant
- $1,853
- Total assets
- $88,924
- +25.2% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Heritage Palms Charitable Organization Inc funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Jonathan Rosso ($4K). Together the top 6 received $12K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Heritage Palms Charitable Organization Inc gives
- Giving fell 82% from 2022 to 2025. Method
- In 2025 it paid out 288% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $9K (2024) to $66K (2022). In 2025 it made 6 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jonathan Rosso Fort Myers, FL | Benefit Allocation | $3,800 |
| Brice Parks Fort Myers, FL | Benefit Allocation | $2,400 |
| Rosa Perez Gonzalez Fort Myers, FL | Benefit Allocation | $2,116 |
| Robert Lees Fort Myers, FL | Benefit Allocation | $1,590 |
| John Kooyoomjian Fort Myers, FL | Benefit Allocation | $1,000 |
| Noel Gaulard Fort Myers, FL | Benefit Allocation | $700 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $88,924 | $31,563 | $13,639 | $11,606 | 6 | $11,606 | $645 | $4,030 |
| 2024 | $71,000 | $73,209 | $46,570 | $8,750 | 5 | $46,570 | $1,846 | $3,175 |
| 2023 | $44,361 | $64,264 | $42,846 | $16,344 | 7 | $42,846 | — | $2,059 |
| 2022 | $20,944 | $88,894 | $67,950 | $65,850 | 23 | $67,950 | — | — |
Under IRS private-foundation payout rules, Heritage Palms Charitable Organization Inc reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heritage Palms Charitable Organization Inc is led by Allan Potechin, President since 2024 (on filings since 2022); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Allan Potechin
President
Vice President → President, 2024
On filings since 2022
12 hrs/week
No compensation reported
Anthony Plevniak
Director
President → Director, 2024
On filings since 2022
10 hrs/week
No compensation reported
Lou Bottitta
Director
On filings since 2022
10 hrs/week
No compensation reported
Claire Lavin O Regan
Director
On filings since 2024
4 hrs/week
No compensation reported
Mary Stippich
Director
New on the 2025 filing
4 hrs/week
No compensation reported
Barbara Gregg
Secretary
On filings since 2022
10 hrs/week
No compensation reported
Miriam Shook
Treasurer
On filings since 2022
10 hrs/week
No compensation reported
Former officers (2)
- Former: Andrea Stern (2022–2024) — Director
- Former: Robert O Brien (2022–2023) — Director
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heritage Palms Charitable Organization Inc
How much does Heritage Palms Charitable Organization Inc give each year?
Heritage Palms Charitable Organization Inc gave $12K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 5 grants.
What is Heritage Palms Charitable Organization Inc's typical grant size?
Heritage Palms Charitable Organization Inc's median grant in 2025 was $1,853, and its average grant was $1,934, across 6 grants on its 2025 IRS Form 990-PF.
Where does Heritage Palms Charitable Organization Inc give grants?
Heritage Palms Charitable Organization Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Myers, FL (6 grants).
Does Heritage Palms Charitable Organization Inc give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Heritage Palms Charitable Organization Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Benefit Allocation" (6 grants).
Who are Heritage Palms Charitable Organization Inc's largest grantees?
Heritage Palms Charitable Organization Inc's largest 2025 grantees include Jonathan Rosso ($3,800), Brice Parks ($2,400) and Rosa Perez Gonzalez ($2,116), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is Heritage Palms Charitable Organization Inc?
Heritage Palms Charitable Organization Inc reported $89K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
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 $89K in total assets as of 2025.
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 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
- IRS filings on file for fiscal years 2022–2025
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