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Heritage Family FCU, SBA Loan Activity

Public SBA 7(a) and 504 lending activity for Heritage Family Fcu.

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Overview Recent loans Industries Geography 7(a) vs 504

Total SBA loans

111

2010 – 2025

Approved $

$11.9M

across all programs

Avg loan size

$107K

median $62K

Top industry

Full-Service Restaurants

11 loans · 10%

7(a) vs 504

BY APPROVAL COUNT

7(a) · 100%

SBA 7(a)

Loans

111

Approved

$11.9M

Avg size

$107K

Range

$5K – $585K

SBA 504

Loans

Approved

Avg size

Range

–

Top industries funded

See all industries

Full-Service Restaurants

Limited-Service Restaurants

"General Freight Trucking, Local"

Caterers

General Automotive Repair

Landscaping Services

Loan records · Heritage Family FCU

111 records

Sort:

Borrower

Location

Program

Industry

Woof Pack Dog Care & Training, Inc Heritage Family FCU

Fair Haven, VT

$585,000

$59K

7(a)

Pet Care (except Veterinary) Services

2021-04-30

Ripley Holdings of Vermont, Inc.Heritage Family FCU

Rutland, VT

$500,000

$100K

7(a)

All Other Specialty Trade Contractors

2012-03-21

Rollin Rooster LLC Heritage Family FCU

Poultney, VT

$441,000

$55K

7(a)

Full-Service Restaurants

2023-08-30

Belmont General Store Heritage Family FCU

Belmont, VT

$403,200

$101K

7(a)

Supermarkets and Other Grocery (except Convenience) Stores

2011-06-10

Proctor Gas, Inc.Heritage Family FCU

Proctor, VT

$350,000

$27K

7(a)

Natural Gas Distribution

2014-04-23

StannardVT, Inc Heritage Family FCU

Fair Haven, VT

$350,000

$58K

7(a)

Child Day Care Services

2023-01-11

Out Back at Winhall River Heritage Family FCU

Bondville, VT

$350,000

$18K

7(a)

Full-Service Restaurants

2010-07-14

Nomad Ventures LLC Heritage Family FCU

Castleton, VT

$333,000

$28K

7(a)

Full-Service Restaurants

2022-10-05

Andal LLC Heritage Family FCU

Manchester, VT

$325,000

$163K

7(a)

Hotels (except Casino Hotels) and Motels

2019-03-12

37 Solutions, LLC Heritage Family FCU

Ludlow, VT

$315,000

$26K

7(a)

Landscaping Services

2023-07-27

Bliss Village LLC Heritage Family FCU

Bradford, VT

$292,500

$20K

7(a)

Supermarkets and Other Grocery (except Convenience) Stores

2022-05-09

The Kings Knit-Wit LLC Heritage Family FCU

Bennington, VT

$264,000

$66K

7(a)

Fiber, Yarn, and Thread Mills

2024-11-20

BELLCO INC Heritage Family FCU

Manchester Center, VT

$207,000

$26K

7(a)

Limited-Service Restaurants

2024-01-24

Robos Creemees & General Store, LLC Heritage Family FCU

Castleton, VT

$200,000

$100K

7(a)

All Other General Merchandise Stores

2021-02-25

Chipman Realty, LLC Heritage Family FCU

Ripton, VT

$200,000

$200K

7(a)

Bed-and-Breakfast Inns

2012-08-27

PFL & Associates LLC Heritage Family FCU

Rutland, VT

$200,000

$9K

7(a)

Landscaping Services

2022-06-30

Carpenters Coffee LLC Heritage Family FCU

Brandon, VT

$190,400

$19K

7(a)

Coffee and Tea Manufacturing

2022-02-24

Nutty Life LLC Heritage Family FCU

Woodstock, VT

$180,000

$45K

7(a)

Roasted Nuts and Peanut Butter Manufacturing

2023-02-14

R & B TRIPP, LLC Heritage Family FCU

Pownal, VT

$175,500

$88K

7(a)

Supermarkets and Other Grocery (except Convenience) Stores

2010-05-26

InnerWell, LLC Heritage Family FCU

Brattleboro, VT

$174,600

$175K

7(a)

Offices of Mental Health Practitioners (except Physicians)

2014-05-23

Main Street Cash Market Heritage Family FCU

West Rutland (Town Of), VT

$164,000

$41K

7(a)

All Other General Merchandise Stores

2011-05-04

James P. Mars, Sr Builders, Inc Heritage Family FCU

Middletown Springs, VT

$155,000

$78K

7(a)

New Single-Family Housing Construction (except Operative Builders)

2013-05-15

K & E Holdings LLC Heritage Family FCU

Bennington, VT

$150,000

$30K

7(a)

Convenience Retailers

2022-11-07

The Wine & Cheese Depot, LLC Heritage Family FCU

Ludlow, VT

$143,000

$24K

7(a)

Limited-Service Restaurants

2013-03-01

HEAD TO TAIL - PROFESSIONAL PET GROOMING LLC Heritage Family FCU

Rutland, VT

$140,000

$35K

7(a)

Pet Care (except Veterinary) Services

2021-12-03

Woof Pack Dog Care & Training, Inc

Fair Haven, VT

$585,000

7(a)

Heritage Family FCU$59K/job · 2021-04-30

Ripley Holdings of Vermont, Inc.

Rutland, VT

$500,000

7(a)

Heritage Family FCU$100K/job · 2012-03-21

Heritage Family FCU$55K/job · 2023-08-30

Belmont General Store

Belmont, VT

$403,200

7(a)

Heritage Family FCU$101K/job · 2011-06-10

Heritage Family FCU$27K/job · 2014-04-23

Heritage Family FCU$58K/job · 2023-01-11

Out Back at Winhall River

Bondville, VT

$350,000

7(a)

Heritage Family FCU$18K/job · 2010-07-14

Heritage Family FCU$28K/job · 2022-10-05

Heritage Family FCU$163K/job · 2019-03-12

Heritage Family FCU$26K/job · 2023-07-27

Heritage Family FCU$20K/job · 2022-05-09

The Kings Knit-Wit LLC

Bennington, VT

$264,000

7(a)

Heritage Family FCU$66K/job · 2024-11-20

BELLCO INC

Manchester Center, VT

$207,000

7(a)

Heritage Family FCU$26K/job · 2024-01-24

Robos Creemees & General Store, LLC

Castleton, VT

$200,000

7(a)

Heritage Family FCU$100K/job · 2021-02-25

Heritage Family FCU$200K/job · 2012-08-27

Heritage Family FCU$9K/job · 2022-06-30

Carpenters Coffee LLC

Brandon, VT

$190,400

7(a)

Heritage Family FCU$19K/job · 2022-02-24

Heritage Family FCU$45K/job · 2023-02-14

Heritage Family FCU$88K/job · 2010-05-26

Heritage Family FCU$175K/job · 2014-05-23

Main Street Cash Market

West Rutland (Town Of), VT

$164,000

7(a)

Heritage Family FCU$41K/job · 2011-05-04

James P. Mars, Sr Builders, Inc

Middletown Springs, VT

$155,000

7(a)

Heritage Family FCU$78K/job · 2013-05-15

Heritage Family FCU$30K/job · 2022-11-07

The Wine & Cheese Depot, LLC

Ludlow, VT

$143,000

7(a)

Heritage Family FCU$24K/job · 2013-03-01

HEAD TO TAIL - PROFESSIONAL PET GROOMING LLC

Rutland, VT

$140,000

7(a)

Heritage Family FCU$35K/job · 2021-12-03

1–25 of 111

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Where Heritage Family FCU lends

APPROVAL CONCENTRATION

TOP STATES

107