Idelson Family Foundation Trust
Idelson Family Foundation Trust is a private foundation based in Fort Myers, Florida. In filing year 2025, it reported 19 grants totaling $102,940 to charitable organizations.
Idelson Family Foundation Trust at a glance
In short: Idelson Family Foundation Trust gave $103K across 19 grants in 2025 (avg $5K), mostly in Florida. 47% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $102,940
- +9.8% vs 2024
- Grants made (2025)
- 19
- +171.4% vs 2024
- Average grant
- $5,418
- -59.5% vs 2024
- Median grant
- $2,500
- Total assets
- $1,307,979
- +7.8% vs 2024
- New grantees (estimate)
- 47% first-time grantees (9 of 19, 2025; small sample)
- Primary geography
- Florida (81% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Idelson Family Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 61532, Fort Myers, FL 33908
Phone: (239) 633-2932
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Idelson Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Canterbury School ($25K). Together the top 10 received $90K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 66 grants of 66 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 81% of grant dollars went to recipients in Florida, 15% to California, 2% to New York, and 1% each to North Carolina and Texas.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is Idelson Family Foundation Trust open to new grantees?
47%
first-time grantees, 2025
In 2025, 9 of 19 grantees (47%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $4K; repeat grants $7K. How we count
Medians: $3K first-time, $3K repeat.
- 32% of 2025 grantees were also funded in 2024. Method
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $84K (2022) to $113K (2020). In 2025 it made 19 grants totaling $103K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Canterbury School Fort Myers, FL | Charitable Contribution | $25,000 |
| Congregation Bethel La Jolla, CA | Charitable Contribution | $14,000 |
| Lee BIA Fort Myers, FL | Charitable Contribution | $10,000 |
| United Way Ft Myers, FL | Charitable Contribution | $10,000 |
| Home Front Heroes Inc Fort Myers, FL | Charitable Contribution | $10,000 |
| Chapters Health System Tamps, FL | Charitable Contribuition | $5,000 |
| SWFL Community Prayer Breakfast Fort Myers, FL | Charitable Contribution | $5,000 |
| Jewish Federation of Lee & Charlotte Counties Fort Myers, FL | Charitable Contribution | $5,000 |
| Childrens Advocacy Center Fort Myers, FL | Charitable Contribution | $3,240 |
| Jewish National Fund New York, NY | Charitable Contribution | $2,500 |
Ready to take the next step with Idelson Family Foundation 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,307,979 | $265,454 | $171,172 | $102,940 | 19 | $102,940 | $197,222 | $94,500 |
| 2024 | $1,213,697 | $95,357 | $129,048 | $93,750 | 7 | $93,750 | $95,357 | $89,980 |
| 2023 | $1,247,388 | $87,900 | $127,711 | $92,750 | 13 | $92,750 | $87,900 | $85,162 |
| 2022 | $1,287,199 | $60,185 | $127,489 | $84,333 | 15 | $84,333 | $45,755 | $81,946 |
| 2021 | $1,354,503 | $103,759 | $128,403 | $87,933 | 12 | $87,933 | $59,912 | $84,573 |
| 2020 | $1,379,147 | $59,533 | $153,566 | $113,386 | 13 | — | $46,360 | $83,001 |
| 2019 | $1,473,180 | $66,975 | $126,909 | $89,766 | 25 | — | $50,094 | $85,950 |
Under IRS private-foundation payout rules, Idelson Family Foundation Trust reported a distributable amount of $95K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees include organizations whose own missions span education, community assistance, healthcare, Israel-related programs, and public health. Canterbury School describes itself as a college-preparatory school emphasizing academic excellence, character, leadership, and service. Home Front Heroes says it provides assistance and outreach for youth, veterans, and people in need, and educates the public about crime prevention, public safety, and animal cruelty.
Chapters Health System describes its work as providing support and care for people affected by advanced illnesses. Jewish National Fund-USA says it works to build a prosperous future for Israel and its people across program areas including forestry, water solutions, community building, and education. The American Heart Association describes its mission as promoting longer, healthier lives.
Grantmaking
In filing year 2025, the foundation made 19 grants totaling $102,940. Grants ranged from $900 to $25,000, with a median grant of $2,500. Notable awards included $25,000 to Canterbury School, $14,000 to Congregation Bethel, and $10,000 each to Lee BIA, United Way, and Home Front Heroes. The listed grant purposes were charitable contributions.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charles Idelson as trustee.
Idelson Family Foundation Trust is led by Charles Idelson, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Charles Idelson
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Idelson Family Foundation Trust
How much does Idelson Family Foundation Trust give each year?
Idelson Family Foundation Trust gave $103K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $94K across 7 grants.
What is Idelson Family Foundation Trust's typical grant size?
Idelson Family Foundation Trust's median grant in 2025 was $2,500, and its average grant was $5,418, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Idelson Family Foundation Trust that year got $4K on average.
Where does Idelson Family Foundation Trust give grants?
Idelson Family Foundation Trust gives mostly in Florida: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (15%). The most frequent recipient cities were Fort Myers, FL (11 grants).
Who are Idelson Family Foundation Trust's largest grantees?
Idelson Family Foundation Trust's largest 2025 grantees include Canterbury School ($25,000), Congregation Bethel ($14,000) and Lee BIA ($10,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.
How large is Idelson Family Foundation Trust?
Idelson Family Foundation Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets).
What does Idelson Family Foundation Trust fund?
No mission statement for the foundation is provided. Its 2025 grantees include organizations whose own missions span education, community assistance, healthcare, Israel-related programs, and public health. See mission & focus areas ↑
How do I apply for a grant from Idelson Family Foundation Trust?
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Idelson Family Foundation Trust's EIN?
Idelson Family Foundation Trust's EIN (Employer Identification Number) is 45-2741117. IRS Form 990 filing data is available on this page for 2019–2025.
Does Idelson Family Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 17, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Idelson Family Foundation Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Idelson Family Foundation Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Idelson Family Foundation Trust funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/idelson-family-foundation-trust-morg_97d31b2696d54d56ada6fb78e9a83c40
BibTeX
@misc{grantable_452741117_2026,
author = {{Grantable}},
title = {{Idelson Family Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/idelson-family-foundation-trust-morg_97d31b2696d54d56ada6fb78e9a83c40},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Idelson Family Foundation 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.
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