Joseph D and Margit Ambersley

Foundation · Grantmaker Navarre, FL EIN: 16-6516760

Joseph D and Margit Ambersley is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Navarre, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $334K in total assets. In 2025, it awarded 11 grants totaling $40K. Net investment income was $18K.

Key facts about Joseph D and Margit Ambersley

EIN
16-6516760
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$39,500
Grants made (2025)
11
Average grant
$3,591
Median grant
$2,500
New grantees (estimate)
40% first-time grantees (4 of 10, 2025)
Total assets
$334,113
Primary geography
Florida (86% 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).

Who Joseph D and Margit Ambersley funds

By grant dollars, the top recipient states for Joseph D and Margit Ambersley's 11 itemized 2025 grants were Florida (86%) and North Carolina (13%). The most frequent recipient cities were Tampa, FL (6 grants) and Pensacola, FL (3 grants). 100% of grants with a stated purpose were for general or operating support.

Is Joseph D and Margit Ambersley open to new grantees?

40%

first-time grantees, 2025

In 2025, 4 of 10 grantees (40%) were first-time recipients. First grants averaged $3K; repeat grants $5K. How we count

Medians: $3K first-time, $2K repeat.

  • 50% of 2025 grantees were also funded in 2024. Method
  • Giving fell 50% from 2022 to 2025. Method
  • In 2025 it paid out 242% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Joseph D and Margit Ambersley

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$334K

+6.3% YoY

Annual Giving

$40K

+23.4% YoY

Grant Count

11

+83.3% YoY

Avg Grant Size

$4K

-32.7% YoY

Under IRS private-foundation payout rules, Joseph D and Margit Ambersley reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

About Joseph D and Margit Ambersley

Based on IRS filings

Joseph D and Margit Ambersley is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Navarre, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $334K in total assets. In 2025, it awarded 11 grants totaling $40K. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 11 itemized 2025 grant dollars.

Cities

TampaPensacolaAtlantaCoral SpringsMobileBoca RatonFort LauderdaleGulf BreezeLexingtonMemphisNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$70K$93K202020212022202320242025
Metric202520242023
Total Assets$334,113$314,389$312,160
Revenue$65,451$38,672$36,624
Expenses$45,727$36,443$63,036
Qualifying Distributions$40,225$32,712$58,212
Net Investment Income$18,499$14,941$13,074
Distributable Amount$16,620$15,400$14,908

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$59K$79K9 grants202013 grants202110 grants20228 grants20236 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Pensacola State College Foundation: $12KPensacola State CollegeFoundation$12KUniversity of West Florida Foundation: $11K across 2 grantsUniversity of West FloridaFoundation$11K · 2 grantsAdam Foundation Inc: $5KAdam Foundation Inc$5KColeman Middle School: $3KColeman Middle School$3KPace Center for Girls: $3KPace Center for Girls$3KRoosevelt Elementary School: $3KRoosevelt Elementary School$3KTampa Metropolitan YMCA: $2KTampa Metropolitan YMCA$2KGlazer Children's Museum: $1KGlazer Children's Museum$1KThe Junior League of Tampa: $1KThe Junior League of Tampa$1KFlorida's Childrens First: $500Florida's Childrens First$500

Grant Size Distribution

48 grants across all recorded years

48<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Pensacola State College Foundation ($12,000), University of West Florida Foundation ($11,000 across 2 grants), Adam Foundation Inc ($5,000).

RecipientPurposeAmount
PENSACOLA STATE COLLEGE FOUNDATION Pensacola, FLUNRESTRICTED$12,000
UNIVERSITY OF WEST FLORIDA FOUNDATION Pensacola, FLUNRESTRICTED$6,000
ADAM FOUNDATION INC Lexington, NCUNRESTRICTED$5,000
UNIVERSITY OF WEST FLORIDA FOUNDATION Pensacola, FLUNRESTRICTED$5,000
COLEMAN MIDDLE SCHOOL Tampa, FLUNRESTRICTED$2,500
PACE CENTER FOR GIRLS Tampa, FLUNRESTRICTED$2,500
ROOSEVELT ELEMENTARY SCHOOL Tampa, FLUNRESTRICTED$2,500
TAMPA METROPOLITAN YMCA Tampa, FLUNRESTRICTED$1,500
GLAZER CHILDREN'S MUSEUM Tampa, FLUNRESTRICTED$1,000
THE JUNIOR LEAGUE OF TAMPA Tampa, FLUNRESTRICTED$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Cathy AmbersleyChairman0.25—
Joel BalistreriTrustee0.25—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Joseph D and Margit Ambersley?

Joseph D and Margit Ambersley is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Navarre, FL. It holds $334K in total assets as of 2025.

How large is Joseph D and Margit Ambersley?

As of 2025, Joseph D and Margit Ambersley holds $334K in total assets with $65K in annual revenue. It awarded 11 grants totaling $40K in 2025.

Where does Joseph D and Margit Ambersley operate?

Joseph D and Margit Ambersley has awarded grants in Alabama, Florida, Fm, Georgia, North Carolina, New York, Tennessee.

What size grants does Joseph D and Margit Ambersley award?

In 2025, Joseph D and Margit Ambersley awarded 11 grants totaling $40K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Joseph D and Margit Ambersley required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Joseph D and Margit Ambersley reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph D and Margit Ambersley's EIN?

Joseph D and Margit Ambersley's EIN (Employer Identification Number) is 16-6516760. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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