Idelson Family Foundation Trust
Idelson Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Fort Myers, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 19 grants totaling $103K. Net investment income was $197K.
Key facts about Idelson Family Foundation Trust
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.
- EIN
- 45-2741117
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $102,940
- Grants made (2025)
- 19
- Average grant
- $5,418
- Median grant
- $2,500
- New grantees (estimate)
- 47% first-time grantees (9 of 19, 2025)
- Total assets
- $1,307,979
- Primary geography
- Florida (81% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
+7.8% YoY
Annual Giving
$103K
+9.8% YoY
Grant Count
19
+171.4% YoY
Avg Grant Size
$5K
-59.5% YoY
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.
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. 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 19 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
66 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,307,979 | $1,213,697 | $1,247,388 |
| Revenue | $265,454 | $95,357 | $87,900 |
| Expenses | $171,172 | $129,048 | $127,711 |
| Qualifying Distributions | $102,940 | $93,750 | $92,750 |
| Net Investment Income | $197,222 | $95,357 | $87,900 |
| Distributable Amount | $94,500 | $89,980 | $85,162 |
Data update history
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
Leadership & Key People
Officers and directors from IRS filings
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 is Idelson Family Foundation Trust?
Idelson Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Fort Myers, FL. It holds $1.3M in total assets as of 2025.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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