Fites Family Charitable Trust

NAPLES, FL EIN: 37-1375732

The Fites Family Charitable Trust is a private grantmaking foundation established in 1999 and designated as a 501(c)(3) organization. Based in Naples, Florida, the trust operates as a family foundation focused on philanthropic giving across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.5M

+34.6% YoY

Annual Giving

$690K

+72.9% YoY

Grant Count

22

-12.0% YoY

Avg Grant Size

$31K

+96.5% YoY

Under IRS private-foundation payout rules, Fites Family Charitable Trust reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust gives primarily for higher education, the arts, and human services. The foundation does not list charitable activities on its Form 990-PF filings.

Grantmaking

The trust is an active grantmaker with consistent annual distributions. Recent grantmaking activity includes:

Grant Range

$5,000

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Florida, with a concentration in the Naples area and broader state-level giving.

Grant Distribution by State

16states
+8 more states

Cities

AlexandriaBooneBoulder JunctionCape CoralCedarvilleChicagoChino HillsDaytonDes PlainesEast PeoriaFalconImmokaleeIndianapolisLittle RockLouisvilleMadisonMinocquaNaplesNotre DameNw Washingto

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total assets: $14,479,432
  • Total revenues: $4,512,747
  • Total expenses: $791,461
  • Investment income and dividends: $504,597

As of 2023:

  • Total assets: $10,758,146
  • Total giving: $399,100
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$4M$5M20202021202220232024
Metric202420232022
Total Assets$14,479,432$10,758,146$10,451,774
Revenue$4,512,747$807,398$461,980
Expenses$791,461$496,828$660,732
Qualifying Distributions$692,900$401,850$571,348
Net Investment Income$423,837$740,125$425,588
Distributable Amount$1,217,856$967,500$536,406

Giving Over Time

Total grant dollars and number of grants per year

$0$333K$667K$1M$1M21 grants202018 grants202126 grants202225 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PHI KAPPA PSI FOUNDATION$242KIMMOKALEE FOUNDATION$125KMAYO FOUNDATION$100KARTIS NAPLES$60KBAPTIST HEALTH FOUNDATION$50KGLEN HAGEN FARM RETREAT$25KSALVATION ARMY$16KVALPARAISO UNIVERSITY$10KVALPO VICTORY CLUB$10KHOWARD YOUNG FOUNDATION$10K

Grant Size Distribution

112 grants across all recorded years

93<$50K8$50–100K7$100–250K1$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Phi Kappa Psi Foundation ($241,550), Immokalee Foundation ($125,000), Mayo Foundation ($100,000).

RecipientPurposeAmount
SALVATION ARMY ALEXANDRIA, VAFUND OPERATIONS OF THE ORGANIZATION$16,000
GLEN HAGEN FARM RETREAT PRINCETON, ILFUND OPERATIONS OF THE ORGANIZATION$25,000
IMMOKALEE FOUNDATION IMMOKALEE, FLFUND OPERATIONS OF THE ORGANIZATION$125,000
ARTIS NAPLES NAPLES, FLFUND OPERATIONS OF THE ORGANIZATION$60,000
PHI KAPPA PSI FOUNDATION INDIANAPOLIS, INFUND OPERATIONS OF THE ORGANIZATION$241,550
VALPARAISO UNIVERSITY VALPARAISO, INFUND OPERATIONS OF THE ORGANIZATION$10,000
HERITAGE FOUNDATION WASHINGTON, DCFUND OPERATIONS OF THE ORGANIZATION$1,500
JUNIOR ACHIEVEMENT CHICAGO, ILFUND OPERATIONS OF THE ORGANIZATION$5,000
TOMAHAWK LAKE ASSOCIATION MINOCQUA, WIFUND OPERATIONS OF THE ORGANIZATION$1,000
VALPO VICTORY CLUB VALPARAISO, INFUND OPERATIONS OF THE ORGANIZATION$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is governed by three trustees/directors:

  • Donald V. Fites - Trustee
  • Linda F. Reed - Director/Trustee
  • Joyce S. Hagen - Director/Trustee

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DONALD V FITESTRUSTEE1
LINDA F REEDDIR./TRUSTEE1
JOYCE S HAGENDIR./TRUSTEE1

Contact Information

  • Address: 9943 Brassie Bend, Naples, FL 34108-1923
  • Phone: 312-342-0485
  • EIN: 37-1375732
  • Tax-exempt since: September 1998

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Fites Family Charitable Trust fund?

The trust gives primarily for higher education, the arts, and human services. The foundation does not list charitable activities on its Form 990-PF filings.

How do I apply for a grant from Fites Family Charitable Trust?

The trust is an active grantmaker with consistent annual distributions. Recent grantmaking activity includes: **Grant Activity (2024):** • Made 14 grants totaling approximately $295,000 • Notable recipients included The Immokalee Eastern Chamber of Commerce ($125,000), Artis-Naples ($60,000), and Baptist Health Foundation ($50,000) **Historical Giving:** • 2023: $399,100 in total giving across 25 grants • Median grant size: $5,000 • Maximum grant size: $119,000 The trust does not appear to have…

Where does Fites Family Charitable Trust make grants?

The foundation primarily funds organizations in Florida, with a concentration in the Naples area and broader state-level giving.

What size grants does Fites Family Charitable Trust award?

In 2024, Fites Family Charitable Trust awarded 22 grants totaling $690K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Fites Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Fites Family Charitable Trust reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Fites Family Charitable Trust's EIN?

Fites Family Charitable Trust's EIN (Employer Identification Number) is 37-1375732. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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