Private Foundation

Heritage Palms Charitable Organization Inc

Heritage Palms Charitable Organization Inc, of Fort Myers, FL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $32K in revenue, $14K in expenses, $89K in total assets. IRS filings disclose 41 grants awarded by this foundation, totaling roughly $103K.

EIN: 882005700 Fort Myers, FL Latest filing: 2025
Total Revenue$32K
Total Expenses$14K
Total Assets$89K
Grants Given41
Grant Total$103K
Filing Years2022–2025

Sample Grants Given

Jonathan Rosso
Fort Myers, FL · 2025
Benefit Allocation
$3,800
Brice Parks
Fort Myers, FL · 2025
Benefit Allocation
$2,400
Rosa Perez Gonzalez
Fort Myers, FL · 2025
Benefit Allocation
$2,116
Robert Lees
Fort Myers, FL · 2025
Benefit Allocation
$1,590
John Kooyoomjian
Fort Myers, FL · 2025
Benefit Allocation
$1,000

Showing up to 5 of 41 total records — full history available with membership.

Officers & Directors

President Allan Potechin
Director Anthony Plevniak
Secretary Barbara Gregg
Director Claire Lavin O Regan
Director Lou Bottitta
Director Mary Stippich

Officer compensation and complete director data available with membership.

Top Grant Purposes

HURRICANE IAN RECOVERY
$41,650 19 grants
Benefit Allocation
$20,356 11 grants
MEDICAL EXPENSES
$15,000 1 grant
Emergency need
$10,500 4 grants
HURICANE IAN RECOVERY
$8,600 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $32K $14K $89K
2024 $73K $47K $71K
2023 $64K $43K $44K
2022 $89K $68K $21K

Between 2022 and 2025, reported annual revenue declined from $89K to $32K (-64%), with total assets most recently reported at $89K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL.

FL

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Heritage Palms Charitable Organization Inc

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