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Nonprofit · EIN 38-3907504

HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND

Tax-exempt · INDIO, CA 92201

Financials

$21K$27K2023$30K$35K2024$37K$28K2025
Revenue Expenses · by fiscal year end
Financials of HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,360$28,092$9,268$44,483$0$44,483
December 31, 2024990-PF$30,295$34,525-$4,230$35,215$0$35,215
December 31, 2023990-PF$21,470$26,566-$5,096$39,445$0$39,445
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$37,360

Expenses

Grants and similar amounts paid
$27,400
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$27,400

Balance sheet and other

Total assets, start of year
$35,215
Total assets, end of year
$44,483
Total liabilities, end of year
$0
Net assets, end of year
$44,483
Fair market value of assets
$44,483
Qualifying distributions
$27,400

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PENNY ZOBEL
80-519 DUNBAR DR, INDIO, CA 92201
SECRETARY0.5$0
LINDA STERTON
80435 INVERNESS CT, INDIO, CA 92201
PRESIDENT1$0
BARRY KAUFMAN
43-336 N HERITAGE PALMS DR, INDIO, CA 92201
TREASURER1.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PENNY ZOBEL
80-519 DUNBAR DR, INDIO, CA 92201
SECRETARY0.5$0
LINDA STERTON
80435 INVERNESS CT, INDIO, CA 92201
PRESIDENT1$0
BARRY KAUFMAN
43-336 N HERITAGE PALMS DR, INDIO, CA 92201
TREASURER1.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LINDA STRALEY
44363 ROYAL LYTHAM DR, INDIO, CA 92201
PRESIDENT1$0
LINDA STERTON
80435 INVERNESS CT, INDIO, CA 92201
SECRETARY0.5$0
BARRY KAUFMAN
43-336 N HERITAGE PALMS DR, INDIO, CA 92201
TREASURER1.5$0

Address and contacts

Address (IRS master file)
44291 SOUTH HERITAGE PALMS DRIVE, INDIO, CA 92201-2713
Signed the 990-PF
BARRY KAUFMAN, TREASURER
Phone
(760) 636-5623
Return prepared by
J MICHAEL PITARI CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 38-3907504 or by the name HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3907504
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B99)
Assets (IRS master file)
$44,483
Income (IRS master file)
$37,360

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,360$28,092$44,483XML
990-PFDecember 2024$30,295$34,525$35,215IRS
990-PFDecember 2023$21,470$26,566$39,445XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3907504).

Questions about HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND

What is the EIN of HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND?
The employer identification number (EIN) of HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND is 38-3907504.
Is HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HERITAGE PALMS EMPLOYEE SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,360, expenses of $28,092 and total assets of $44,483 at year end.

Other nonprofits in INDIO

All nonprofits in INDIO · California · Education