Heritage Palms Employee Scholarship Fund
Heritage Palms Employee Scholarship Fund is a private foundation focused on Education, based in Indio, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $44K in total assets. In 2025, it awarded 6 grants totaling $27K.
Heritage Palms Employee Scholarship Fund at a glance
In short: Heritage Palms Employee Scholarship Fund gave $27K across 6 grants in 2025 (avg $5K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,400
- -19.4% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $4,567
- -6.0% vs 2024
- Median grant
- $5,000
- Total assets
- $44,483
- +26.3% vs 2024
- Primary geography
- California (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 Employee Scholarship Fund funds
How this funder distributes its grants
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (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 Employee Scholarship Fund gives
- Giving grew 161% from 2022 to 2025. Method
- In 2025 it paid out well above 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 2020 to 2025, annual grant giving ranged from $11K (2022) to $34K (2024). In 2025 it made 6 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 6 individual scholarships Recipients not named | — | $27,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $44,483 | $37,360 | $28,092 | $27,400 | 6 | $27,400 | $1,963 |
| 2024 | $35,215 | $30,295 | $34,525 | $34,000 | 7 | $34,000 | $2,810 |
| 2023 | $39,445 | $21,470 | $26,566 | $26,500 | 6 | $26,500 | $2,194 |
| 2022 | $44,541 | $20,843 | $11,292 | $10,500 | 5 | $10,500 | $2,194 |
| 2021 | $34,990 | $28,560 | $15,075 | $15,500 | 8 | $15,500 | — |
| 2020 | $21,505 | $15,509 | $14,085 | $15,000 | 6 | — | — |
Under IRS private-foundation payout rules, Heritage Palms Employee Scholarship Fund reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heritage Palms Employee Scholarship Fund is led by Linda Sterton, President since 2024 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Linda Sterton
President
Secretary → President, 2024
On filings since 2020
1 hr/week
No compensation reported
Barry Kaufman
Treasurer
On filings since 2022
1.5 hrs/week
No compensation reported
Penny Zobel
Secretary
On filings since 2024
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: Linda Straley (2020–2023) — President
- Former: Bruce Pringle (2020–2021) — Treasurer
Data from IRS Form 990 filings, 2020–2025. "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 Employee Scholarship Fund
How much does Heritage Palms Employee Scholarship Fund give each year?
Heritage Palms Employee Scholarship Fund gave $27K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 7 grants.
What is Heritage Palms Employee Scholarship Fund's typical grant size?
Heritage Palms Employee Scholarship Fund's median grant in 2025 was $5,000, and its average grant was $4,567, across 6 grants on its 2025 IRS Form 990-PF.
Where does Heritage Palms Employee Scholarship Fund give grants?
Heritage Palms Employee Scholarship Fund gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Heritage Palms Employee Scholarship Fund give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Heritage Palms Employee Scholarship Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "College Scholarships" (6 grants).
How large is Heritage Palms Employee Scholarship Fund?
Heritage Palms Employee Scholarship Fund reported $44K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What is Heritage Palms Employee Scholarship Fund?
Heritage Palms Employee Scholarship Fund is a private foundation focused on Education, based in Indio, CA. It holds $44K in total assets as of 2025.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Heritage Palms Employee Scholarship Fund funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Heritage Palms Employee Scholarship Fund's focus areas in our free grants database
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