The Florida State Capitol
Foundation Lookup

Form 990-PFTax year 2025EIN 88-2005700

Heritage Palms Charitable Organization Inc

A private foundation in Fort Myers, FL. Its return for tax year 2025 lists 6 grants and $11,606 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

4 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $11,606

    Grants listed
    6
    Assets, end of year
    $88,924

  • Tax year 2024

    $8,750

    Grants listed
    5
    Assets, end of year
    $71,000

  • Tax year 2023

    $16,344

    Grants listed
    7
    Assets, end of year
    $44,361

  • Tax year 2022

    $65,850

    Grants listed
    23
    Assets, end of year
    $20,944

Grants paid in 2025

6 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Benefit Allocation

    $3,800
  2. Individual

    Benefit Allocation

    $2,400
  3. Individual

    Benefit Allocation

    $2,116
  4. Individual

    Benefit Allocation

    $1,590
  5. Individual

    Benefit Allocation

    $1,000
  6. Individual

    Benefit Allocation

    $700

Officers, directors and trustees

7 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Anthony PlevniakDirector Hours 10Pay $0
  • Allan PotechinPresident Hours 12Pay $0
  • Barbara GreggSecretary Hours 10Pay $0
  • Miriam ShookTreasurer Hours 10Pay $0
  • Mary StippichDirector Hours 4Pay $0
  • Lou BottittaDirector Hours 10Pay $0
  • Claire Lavin O ReganDirector Hours 4Pay $0

The return

More foundations

Other foundations in Florida

  1. Henry Spaulding Bettendorf FoundationFernandina Beach, FL 4 grants Preselected only $11,600 giving
  2. Castle Residential Services IncPalm Beach, FL 1 grant Accepts applications $11,600 giving
  3. Frank D Stanley TrustOrlando, FL 1 grant Preselected only $11,597 giving
  4. DT Margaret K Shenk - CharitableOrlando, FL 2 grants Preselected only $11,616 giving
  5. Mortenson Foundation IncSouthport, FL 5 grants Preselected only $11,640 giving