Ida Jean Wongrey Charitable Trust
Ida Jean Wongrey Charitable Trust is a private foundation focused on Education, based in Crystal River, FL. IRS filing data is available from 2021 through 2023. In 2023, it awarded 4 grants totaling $75K. Net investment income was $47K.
Ida Jean Wongrey Charitable Trust at a glance
In short: Ida Jean Wongrey Charitable Trust gave $75K across 4 grants in 2023 (avg $19K), mostly in Florida. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $75,000
- +1400.0% vs 2022
- Grants made (2023)
- 4
- +300.0% vs 2022
- Average grant
- $18,750
- +275.0% vs 2022
- Median grant
- $18,750
- Primary geography
- Florida (63% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Ida Jean Wongrey Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2023
The largest 2023 recipient was Citrus Family Resource Center ($28K). Together the top 4 received $75K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 4 itemized grants.
Cities
How Ida Jean Wongrey Charitable Trust gives
- In 2023 it paid out 185% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2023, annual grant giving ranged from $5K (2022) to $75K (2023). In 2023 it made 4 grants totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Citrus Family Resource Center Hernando, FL | General Support | $27,500 |
| Turning Point USA Phoenix, AZ | Scholarship | $27,500 |
| Gulf to Lake Church Crystal River, FL | General Support | $10,000 |
| House of Hope Orlando, FL | General Support | $10,000 |
Ready to take the next step with Ida Jean Wongrey Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $3,029,619 | $116,600 | $75,000 | 4 | $96,600 | $47,284 | $52,182 |
| 2022 | $75,029 | $10,036 | $5,007 | $5,000 | 1 | $5,000 | $29 | $3,468 |
| 2021 | $70,000 | $70,000 | — | — | — | — | — | — |
Under IRS private-foundation payout rules, Ida Jean Wongrey Charitable Trust reported a distributable amount of $52K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ida Jean Wongrey Charitable Trust's 2023 filing lists 2 officers; all 2 officers listed in 2023 are compensated.
Officers on the 2023 filing
Thomas M. Vanness Jr.
Trustee
On filings since 2021
1 hr/week
$20K (2023)
Marybeth Pullum
Trustee
New on the 2023 filing
1 hr/week
$20K (2023)
Former officers (1)
- Former: J. Syephen Pullum (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $20K, to Thomas M Vanness Jr (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Ida Jean Wongrey Charitable Trust
How much does Ida Jean Wongrey Charitable Trust give each year?
Ida Jean Wongrey Charitable Trust gave $75K across 4 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $5K across 1 grant.
What is Ida Jean Wongrey Charitable Trust's typical grant size?
Ida Jean Wongrey Charitable Trust's median grant in 2023 was $18,750, and its average grant was $18,750, across 4 grants on its 2023 IRS Form 990-PF.
Where does Ida Jean Wongrey Charitable Trust give grants?
Ida Jean Wongrey Charitable Trust gives mostly in Florida: 63% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was Arizona (37%).
Does Ida Jean Wongrey Charitable Trust give general operating support?
Yes: 75% of Ida Jean Wongrey Charitable Trust's 2023 grants with a stated purpose (3 of 4) were for general or operating support, per its 2023 IRS Form 990-PF.
What is Ida Jean Wongrey Charitable Trust?
Ida Jean Wongrey Charitable Trust is a private foundation focused on Education, based in Crystal River, FL.
How much is Ida Jean Wongrey Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Ida Jean Wongrey Charitable Trust reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ida Jean Wongrey Charitable Trust's EIN?
Ida Jean Wongrey Charitable Trust's EIN (Employer Identification Number) is 87-6493178. IRS Form 990 filing data is available on this page for 2021–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2023
Explore Open Grants
Browse active grant opportunities in Ida Jean Wongrey Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Leonard J and Nancy E Reinholz Charitble Trust
Lake Mary, FL
The trust supports varied charitable purposes, including veterans, health care, education, children, and food assistance, with 2025 grants going to organizations in Florida. Grants ranged from $500 to $350,000, with a median of $20,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
—
Grants
17
Total Given
$694K
Melvin J and Harriet H Naser
Crystal River, FL
The foundation supports scholarships and general charitable work, with recent grants spanning education, civil rights, hunger relief, government accountability, and Christian humanitarian aid. Its 2025 grants ranged from $20,000 to $142,500, with a median of $30,000, and went to organizations in several states, especially Florida, Pennsylvania, and Washington, DC. It accepts unsolicited written requests from qualifying 501(c)(3) organizations; applications should include supporting documentation and proof of 501(c)(3) status.
Assets
$9.3M
Grants
19
Total Given
$673K
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
John 316 Foundation
Houston, TX
Assets
$675K
Grants
3
Total Given
$58K
Charles & Julie Tang Family Foundation
Anna, TX
Assets
$3K
Grants
5
Total Given
$1K
The Robert and Thea Capazzi Foundation
Jupiter, FL
Assets
$314K
Grants
6
Total Given
$19K
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Ida Jean Wongrey Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ida Jean Wongrey Charitable Trust down — hundreds of funders to go?