Ida Jean Wongrey Charitable Trust

CRYSTAL RIVER, FL EIN: 87-6493178

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.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$75K

+1400.0% YoY

Grant Count

+300.0% YoY

Avg Grant Size

$19K

+275.0% YoY

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.

About Ida Jean Wongrey Charitable Trust

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $53K (66%)

Arizona $28K (34%)

States

Arizona Florida

Cities

Crystal RiverHernandoOrlandoPhoenix

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$75,029	$70,000
Revenue	$3,029,619	$10,036	$70,000
Expenses	$116,600	$5,007	—
Qualifying Distributions	$96,600	$5,000	—
Net Investment Income	$47,284	$29	—
Distributable Amount	$52,182	$3,468	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Citrus Family Resource Center ($27,500), Turning Point Usa ($27,500), Gulf to Lake Church ($10,000).

Recipient	Purpose	Amount
CITRUS FAMILY RESOURCE CENTER HERNANDO, FL	GENERAL SUPPORT	$27,500
GULF TO LAKE CHURCH CRYSTAL RIVER, FL	GENERAL SUPPORT	$10,000
TURNING POINT USA PHOENIX, AZ	SCHOLARSHIP	$27,500
HOUSE OF HOPE ORLANDO, FL	GENERAL SUPPORT	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
THOMAS M VANNESS JR	TRUSTEE	1	$20,000
MARYBETH PULLUM	TRUSTEE	1	$20,000

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Ida Jean Wongrey Charitable Trust?

Ida Jean Wongrey Charitable Trust is a private foundation focused on Education, based in CRYSTAL RIVER, FL. It holds — in total assets as of 2023.

Where does Ida Jean Wongrey Charitable Trust operate?

Ida Jean Wongrey Charitable Trust has awarded grants in Arizona, Florida.

What size grants does Ida Jean Wongrey Charitable Trust award?

In 2023, Ida Jean Wongrey Charitable Trust awarded 4 grants totaling $75K — an average of about $19K per grant, based on its IRS Form 990 filings.

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.