Idelson Family Foundation Trust

Foundation · Grantmaker Fort Myers, FL EIN: 45-2741117

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

7states

Share of all 19 itemized 2025 grant dollars.

Cities

Fort MyersLa JollaCape CoralSarasotaAthensSan DiegoRosswellNew YorkAshfordAtlantsCharlotteCoronadoDallasDurhamEsteroLos AngelesMariettaNaplesOrlandoPalm Beach Gardens

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K25 grants201913 grants202012 grants202115 grants202213 grants20237 grants202419 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Canterbury School: $25KCanterbury School$25KCongregation Bethel: $14KCongregation Bethel$14KLee Bia: $10KLee Bia$10KUnited Way: $10KUnited Way$10KHome Front Heroes Inc: $10KHome Front Heroes Inc$10KChapters Health System: $5KChapters Health System$5KSWFL Community Prayer Breakfast: $5KSWFL Community PrayerBreakfast$5KJewish Federation of Lee & Charlotte Counties: $5KJewish Federation of Lee &Charlotte Counties$5KChildrens Advocacy Center: $3KChildrens Advocacy Center$3KJewish National Fund: $3KJewish National Fund$3K

Grant Size Distribution

66 grants across all recorded years

66<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CANTERBURY SCHOOL Fort Myers, FLCHARITABLE CONTRIBUTION$25,000
CONGREGATION BETHEL La Jolla, CACHARITABLE CONTRIBUTION$14,000
LEE BIA Fort Myers, FLCHARITABLE CONTRIBUTION$10,000
UNITED WAY Ft Myers, FLCHARITABLE CONTRIBUTION$10,000
HOME FRONT HEROES INC Fort Myers, FLCHARITABLE CONTRIBUTION$10,000
CHAPTERS HEALTH SYSTEM Tamps, FLCHARITABLE CONTRIBUITION$5,000
SWFL COMMUNITY PRAYER BREAKFAST Fort Myers, FLCHARITABLE CONTRIBUTION$5,000
JEWISH FEDERATION OF LEE & CHARLOTTE COUNTIES Fort Myers, FLCHARITABLE CONTRIBUTION$5,000
CHILDRENS ADVOCACY CENTER Fort Myers, FLCHARITABLE CONTRIBUTION$3,240
JEWISH NATIONAL FUND New York, NYCHARITABLE CONTRIBUTION$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 27, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 3, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 18, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 8, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 1, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 17, 2026)
  8. 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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