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
4
+300.0% YoY
Avg Grant Size
$19K
+275.0% YoY
About Ida Jean Wongrey Charitable Trust
Based on IRS filings
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.
Focus Areas
Ready to take the next step with Ida Jean Wongrey Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
The Shore Lane Family Foundation Inc
BOCA GRANDE, FL
Assets
$335
Grants
20
Total Given
$430K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Ida Jean Wongrey Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities