George and Helen Fox Family

NAPLES, FL EIN: 65-0842864

George and Helen Fox Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 26 grants totaling $126K. Net investment income was $129K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

+21.4% YoY

Annual Giving

$126K

+4.3% YoY

Grant Count

26

+8.3% YoY

Avg Grant Size

$5K

-3.7% YoY

Under IRS private-foundation payout rules, George and Helen Fox Family reported a distributable amount of $137K for 2024 — the minimum it must pay out in qualifying distributions.

About George and Helen Fox Family

Based on IRS filings

George and Helen Fox Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 26 grants totaling $126K. Net investment income was $129K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

15states
+7 more states

Cities

AtlantaBoys TownClermontDeephavenEagle LakeEureka SpringsExcelsiorFort MyersFt MyersGainesvilleIndianapolisLake OswegoMemphisNaplesNew OrleansPhoenixRochesterStaten IslandSterlingStevenson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$66K$131K$197K$263K20202021202220232024
Metric202420232022
Total Assets$3,095,919$2,550,049$2,384,434
Revenue$164,173$180,166$239,042
Expenses$153,516$134,207$128,678
Qualifying Distributions$125,875$120,639$118,784
Net Investment Income$129,076$91,588$145,771
Distributable Amount$137,238$119,077$111,895

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$63K$94K$126K28 grants202027 grants202124 grants202224 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEIGHBORHOOD HEALTH CLINIC$20KWESTWOOD COMMUNITY CHURCH$10KSTMATTHEW'S HOUSE$10KST JOHNS EPISCOPAL CHURCH$8KPARKINSON'S ASSOC OF SW FL$8KNCH DIPLOMATS$8KSHELTER FOR ABUSED WOMEN$6KHABITAT FOR HUMMANITY$5KNAPLES BOTANICAL GARDENS$5KSALVATION ARMY$5K

Grant Size Distribution

129 grants across all recorded years

129<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Neighborhood Health Clinic ($20,000), Westwood Community Church ($10,000), Stmatthew's House ($10,000).

RecipientPurposeAmount
FIRST CONGREGATIONAL CHURCH NAPLES, FLCHARITABLE$300
FOUNDERS FUND NAPLES, FLCHARTIABLE$300
GOOD SHEPARD CHURCH FORT MYERS, FLCHARITABLE$300
COTTAGEWOOD FOUNDATION DEEPHAVEN, MNCHARITABLE$3,000
WESTWOOD COMMUNITY CHURCH EXCELSIOR, MNCHARITABLE$10,000
PELICAN BAY FOUNDATION NAPLES, FLCHARITABLE$2,675
NEIGHBORHOOD HEALTH CLINIC NAPLES, FLCHARITABLE$20,000
HABITAT FOR HUMMANITY NAPLES, FLCHARITABLE$5,000
NCH DIPLOMATS NAPLES, FLCHARTIABLE$7,500
STMATTHEW'S HOUSE NAPLES, FLCHARITABLE$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MERRILL ANN FOXPRESIDENT1
JULIE FOX SANDERSV PRESIDENT1
HELEN M FOXTREASURER1
EDWARD E WOLLMANDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is George and Helen Fox Family?

George and Helen Fox Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $3.1M in total assets as of 2024.

How large is George and Helen Fox Family?

As of 2024, George and Helen Fox Family holds $3.1M in total assets with $164K in annual revenue. It awarded 26 grants totaling $126K in 2024.

Where does George and Helen Fox Family operate?

George and Helen Fox Family has awarded grants in Arkansas, Arizona, District of Columbia, Florida, Georgia, Indiana, Kansas, Louisiana, Maryland, Minnesota, Nebraska, New York, Oregon, Tennessee, Virginia.

What size grants does George and Helen Fox Family award?

In 2024, George and Helen Fox Family awarded 26 grants totaling $126K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is George and Helen Fox Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, George and Helen Fox Family reported a distributable amount of $137K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is George and Helen Fox Family's EIN?

George and Helen Fox Family's EIN (Employer Identification Number) is 65-0842864. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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