Heritage Palms Employee Scholarship Fund

Foundation · Grantmaker Indio, CA EIN: 38-3907504

Heritage Palms Employee Scholarship Fund is a nonprofit organization focused on Education, based in Indio, CA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 6 grants totaling $27K.

Key facts about Heritage Palms Employee Scholarship Fund

EIN
38-3907504
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$27,400
Grants made (2025)
6
Average grant
$4,567
Median grant
$5,000
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Heritage Palms Employee Scholarship Fund funds

By grant dollars, the top recipient states for Heritage Palms Employee Scholarship Fund's 6 itemized 2025 grants were California (100%). The most frequent recipient cities were La Quinta, CA (2 grants) and Coachella, CA (2 grants). None of its 6 grants with a stated purpose were described as general or operating support. Recurring purposes include "College Scholarships" (6 grants).

How Heritage Palms Employee Scholarship Fund gives

  • Giving grew 161% from 2022 to 2025. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Heritage Palms Employee Scholarship Fund

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$27K

-19.4% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$5K

-6.0% YoY

About Heritage Palms Employee Scholarship Fund

Based on IRS filings

Heritage Palms Employee Scholarship Fund is a nonprofit organization focused on Education, based in Indio, CA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 6 grants totaling $27K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 6 itemized 2025 grant dollars.

States

Cities

IndioCoachellaLa QuintaPalm DesertBermuda DunesMeccaChicoChinoDesert Hot Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$17K$26K$34K6 grants20208 grants20215 grants20226 grants20237 grants20246 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Eduardo Garcia Sosa: $8KEduardo Garcia Sosa$8KJohnatan Gomez: $8KJohnatan Gomez$8KAlejandro Lezama: $5KAlejandro Lezama$5KAna Arciniega Salazar: $5KAna Arciniega Salazar$5KJorge Zuniga Rocha: $1KJorge Zuniga Rocha$1KValeria Felix: $1KValeria Felix$1K

Grant Size Distribution

32 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Eduardo Garcia Sosa ($7,500), Johnatan Gomez ($7,500), Alejandro Lezama ($5,000).

RecipientPurposeAmount
EDUARDO GARCIA SOSA Coachella, CACOLLEGE SCHOLARSHIPS$7,500
JOHNATAN GOMEZ La Quinta, CACOLLEGE SCHOLARSHIPS$7,500
ALEJANDRO LEZAMA Palm Desert, CACOLLEGE SCHOLARSHIPS$5,000
ANA ARCINIEGA SALAZAR La Quinta, CACOLLEGE SCHOLARSHIPS$5,000
JORGE ZUNIGA ROCHA Coachella, CACOLLEGE SCHOLARSHIPS$1,200
VALERIA FELIX Indio, CACOLLEGE SCHOLARSHIPS$1,200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Penny ZobelSecretary0.5—
Linda StertonPresident1—
Barry KaufmanTreasurer1.5—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Heritage Palms Employee Scholarship Fund?

Heritage Palms Employee Scholarship Fund is a nonprofit organization focused on Education, based in Indio, CA. It holds — in total assets as of 2025.

Where does Heritage Palms Employee Scholarship Fund operate?

Heritage Palms Employee Scholarship Fund has awarded grants in California.

What size grants does Heritage Palms Employee Scholarship Fund award?

In 2025, Heritage Palms Employee Scholarship Fund awarded 6 grants totaling $27K — an average of about $5K per grant, based on its IRS Form 990 filings.

What is Heritage Palms Employee Scholarship Fund's EIN?

Heritage Palms Employee Scholarship Fund's EIN (Employer Identification Number) is 38-3907504. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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