Funder DirectoryHeritage Palms Charitable Organization Inc
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Private foundation (trust)EIN 882005700Est. 2022-08

Heritage Palms Charitable Organization Inc

Fort Myers, FL 33966

Total Assets

$71K

FY 2024

Annual Giving

$9K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$600–$5K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$9K

Grants to Heritage Palms Golf and Country Club Employees for unexpected unusual expenses in 2024

Focus Areas

Human Services

Financial Snapshot

2024 filing

Total Revenue

$73K

Total Expenses

$47K

Qualifying Distributions

$47K

Distributable Amount

$3K

Min. Investment Return

$3K

Undistributed Income

$3K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $600 through median $1K to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2022 to 2024. Peak $66K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

35 grants

MCCAARAHER ANDREA
$15K
1 grant
ORDONEZ JORGE OXLA
$8K
1 grant
BROWN TYLER
$8K
1 grant
SANGER VIRGIL
$8K
1 grant
David Devereoux
$6K
2 grants
Kelly Ritter
$5K
1 grant
OSBRINK JOHN
$4K
1 grant
Thomas C LaFleur
$4K
1 grant

Grant Size Distribution

35 grants

<$10K
34
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Florida
$91K
100% of total

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Heritage Palms Charitable Organization Inc — Grants, Financials & Contact | Grantivo