Heritage Palms Charitable Organization Inc
EIN 882005700Total Given 2022–2024
$91K
35 grants · $30K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $1K–$3K
grant size
0%
transactional · single-year
repeat
$71K
Assets (2024)
34
Distinct Recipients
About
This is our first year and I didn't know I needed to.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
Amertus Kervin
Phone
(608) 289-6367
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2022 | $66K | $21K | $89K | 23 |
| 2023 | $16K | $44K | $64K | 7 |
| 2024 | $9K | $71K | $73K | 5 |
Grant Size Distribution
Based on 35 grants on record
Minimum
$250
25th Pctl
$1K
Median
$2K
Average
$3K
75th Pctl
$3K
Maximum
$15K
Geographic Distribution
Officers & Directors
AP
Allan Potechin
President
Leadership
MS
Miriam Shook
Treasurer
Leadership
BG
Barbara Gregg
Secretary
Leadership
CR
Claire Lavin O Reagan
Director
LB
Lou Bottitta
Director
AS
Andrea Stern
Director
AP
Anthony Plevniak
Director
AP
Anthony Plevniak
President
Leadership
AP
Allan Potechin
Vice President
Leadership
MS
Miriam Shook
Treasurer
Leadership
BG
Barbara Gregg
Secretary
Leadership
AS
Andrea Stern
Director
RB
Robert O Brien
Director
LB
Lou Bottitta
Director
AP
Anthony Plevniak
President
Leadership
AP
Allan Potechin
Vice President
Leadership
MS
Miriam Shook
Treasurer
Leadership
BG
Barbara Gregg
Secretary
Leadership
LB
Lou Bottitta
Director
RB
Robert O Brien
Director
AS
Andrea Stern
Director
Grants Awarded (35 total)
| Purpose | ||||
|---|---|---|---|---|
| McCaaraher Andrea | Fort Myers, FL | $15,000 | MEDICAL EXPENSES | 2022 |
| Brown Tyler | Fort Myers, FL | $8,000 | HURICANE IAN RECOVERY | 2022 |
| Ordonez Jorge Oxla | Fort Myers, FL | $8,000 | HURRICANE IAN RECOVERY | 2022 |
| Sanger Virgil | Fort Myers, FL | $7,500 | HURRICANE IAN RECOVERY | 2022 |
| Kelly Ritter | Fort Myers, FL | $4,650 | Benefit Allocation | 2024 |
| Osbrink John | Fort Myers, FL | $4,000 | HURRICANE IAN RECOVERY | 2022 |
| Thomas C LaFleur | Fort Myers, FL | $3,500 | Emergency need | 2023 |
| David Devereoux | Fort Myers, FL | $3,344 | Emergency needs | 2023 |
| David Devereoux | Fort Myers, FL | $3,000 | Emergency need | 2023 |
| Eaton Jill | Fort Myers, FL | $3,000 | HURRICANE IAN RECOVERY | 2022 |
| Garcia Karen | Fort Myers, FL | $3,000 | HURRICANE IAN RECOVERY | 2022 |
| Smith Kelly | Fort Myers, FL | $3,000 | HURRICANE IAN RECOVERY | 2022 |
| Dawn Walker | Fort Myers, FL | $2,500 | Emergency need | 2023 |
| Pierce Dianne Marie | Fort Myers, FL | $2,250 | HURRICANE IAN RECOVERY | 2022 |
| Billy Fetherston | Fort Myers, FL | $2,000 | Emnergency need | 2023 |
| Damie Anderson | Fort Myers, FL | $1,500 | Emergency need | 2023 |
| Danielle Herring | Fort Myers, FL | $1,500 | Benefit Allocation | 2024 |
| Anderson Damie | Fort Myers, FL | $1,500 | HURRICANE IAN RECOVERY | 2022 |
| Syracuse Brandy | Fort Myers, FL | $1,250 | HURRICANE IAN RECOVERY | 2022 |
| Villalobos Elizabeth | Fort Myers, FL | $1,100 | HURRICANE IAN RECOVERY | 2022 |
| Zubrycky Cheryl | Fort Myers, FL | $1,100 | HURRICANE IAN RECOVERY | 2022 |
| Cheryl Zubrycky | Fort Myers, FL | $1,000 | Benefit Allocation | 2024 |
| Glenn Tarrant | Fort Myers, FL | $1,000 | Benefit Allocation | 2024 |
| Calogero Michael | Fort Myers, FL | $1,000 | HURRICANE IAN RECOVERY | 2022 |
| Campbell Alonzo | Fort Myers, FL | $1,000 | HURRICANE IAN RECOVERY | 2022 |