Mark and Lisa Ratner Family Foundation

Private foundation · Grantmaker Naples, FL EIN: 85-4399467

The Mark and Lisa Ratner Family Foundation is a private foundation based in Naples, Florida. In filing year 2025, it reported 27 grants totaling $139,814, including support for Jewish educational, community, and security organizations.

Key facts about Mark and Lisa Ratner Family Foundation

In short: Mark and Lisa Ratner Family Foundation gave $140K across 27 grants in 2025 (avg $5K), mostly in Minnesota. 52% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
85-4399467
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$139,814
Grants made (2025)
27
Average grant
$5,178
Median grant
$1,000
New grantees (estimate)
52% first-time grantees (14 of 27, 2025)
Total assets
$5,387,298
Primary geography
Minnesota (71% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.4M

+32.4% YoY

Annual Giving

$140K

-55.7% YoY

Grant Count

27

+92.9% YoY

Avg Grant Size

$5K

-77.0% YoY

Under IRS private-foundation payout rules, Mark and Lisa Ratner Family Foundation reported a distributable amount of $373K for 2025 — the minimum it must pay out in qualifying distributions.

Is Mark and Lisa Ratner Family Foundation open to new grantees?

52%

first-time grantees, 2025

In 2025, 14 of 27 grantees (52%) were first-time recipients. First grants averaged $2K; repeat grants $8K. How we count

Medians: $500 first-time, $5K repeat.

  • 33% of 2025 grantees were also funded in 2024. Method
  • Giving grew 46% from 2022 to 2025. Method
  • In 2025 it paid out 38% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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 grants included support for organizations serving Jewish students and communities, Jewish education and camps, care services, and community security.

The grantees describe their own work as follows: Minnesota Hillel says its mission is “to enrich the lives of students so they may enrich the Jewish community and the world.” Beth El Foundation of Minnesota says it works to secure the vitality of the Beth El community for current and future generations. Secure Community Network says it works to create a comprehensive security shield over the Jewish community through activities including information sharing, security support, training, and incident response. Herzl Camp Foundation says it supports Herzl Camp Association to enhance its mission and services. Sholom Foundation says it raises funds to support Sholom services and facilities and promote excellence in care. Jewish Federation of Greater Naples describes work that includes addressing educational, humanitarian, and social-service needs of the Jewish community.

Grantmaking

In filing year 2025, the foundation reported 27 grants totaling $139,814. Grant amounts ranged from $50 to $50,000, with a median grant of $1,000.

Among the larger reported grants were $50,000 to Amos and Celia Heilicher Minneapolis Jewish Day School; $10,000 each to American Israel Education Foundation (AIPAC), Beth El Foundation of Minnesota, Minnesota Hillel, Secure Community Network, and PJ Library; and $8,250 to Herzl Camp Foundation. Other grants included $7,200 to Sholom Foundation, $5,570 to Emissasry, $5,087 to Jewish Federation of Greater Naples, $3,600 to Jewish Youth Library, and $2,500 to Beth Tikvah Naples. The listed grants were for general support.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

For 2025 grant dollars, the reported recipient-state shares were Minnesota 71%, District of Columbia 11%, Illinois 7%, Florida 6%, and an unidentified state category 3%.

Grant Distribution by State

10states

Share of 2025 grant dollars across all 27 itemized grants.

Cities

MinneapolisSt Louis ParkNaplesMinnetonkaWashingtonAnn ArborChicagoTroyGolden ValleySt. PaulBrooklineEaganKennesawLawrenceManhattan BeachNew YorkOceansideSeattleStaten IslandWest Hollywood

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K0 grants2020 18 grants2021 16 grants2022 19 grants2023 14 grants2024 27 grants2025

From 2021 to 2025, annual grant giving ranged from $96K (2021) to $315K (2024). In 2025 it made 27 grants totaling $140K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Amos and Celia Heilicher Minneapolis Jewish Day School: $50KAmos and Celia HeilicherMinneapolis Jewish Day School$50KAmerican Israel Education Foundation (Aipac): $10KAmerican Israel EducationFoundation (Aipac)$10KBeth El Foundation of Minnesota Inc: $10KBeth El Foundation ofMinnesota Inc$10KMinnesota Hillel: $10KMinnesota Hillel$10KSecure Community Network: $10KSecure Community Network$10KPJ Library: $10KPJ Library$10KHerzl Camp Foundation Inc: $8KHerzl Camp Foundation Inc$8KSholom Foundation: $7KSholom Foundation$7KEmissasry: $6KEmissasry$6KJewish Federation of Greater Naples Inc: $5KJewish Federation of GreaterNaples Inc$5K

The largest 2025 recipient was Amos and Celia Heilicher Minneapolis Jewish Day School ($50K). Together the top 10 received $126K.

Grant Size Distribution

94 grants across all recorded years

91<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 91 grants of 94 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Amos and Celia Heilicher Minneapolis Jewish Day School Minneapolis, MNGeneral Support$50,000
American Israel Education Foundation (Aipac) Washington, DCGeneral Support$10,000
Beth El Foundation of Minnesota Inc St Louis Park, MNGeneral Support$10,000
Minnesota Hillel Minneapolis, MNGeneral Support$10,000
Secure Community Network Chicago, ILGeneral Support$10,000
PJ Library St. Paul, MNGeneral Support$10,000
Herzl Camp Foundation Inc Minneapolis, MNGeneral Support$8,250
Sholom Foundation St Louis Park, MNGeneral Support$7,200
Emissasry Washington, DCGeneral Support$5,570
Jewish Federation of Greater Naples Inc Naples, FLGeneral Support$5,087

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant sum Grant count
2025 $5,387,298 $1,488,769 $168,944 $139,814 27
2024 $4,067,473 $6,308,057 $360,188 $315,491 14
2023 $1,145,246 $317,914 $115,135 $102,125 19
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,387,298$4,067,473$1,145,246
Revenue$1,488,769$6,308,057$317,914
Expenses$168,944$360,188$115,135
Qualifying Distributions$140,874$315,552$103,499
Net Investment Income$1,210,699$320,307$52,462
Distributable Amount$372,656$124,652$98,162

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Mark Ratner as co-president and treasurer, Lisa Ratner as co-president and secretary, and Laura Ratner, Joel Ratner, and Jacob Ratner as directors.

Mark and Lisa Ratner Family Foundation's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jacob Ratner

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Joel Ratner

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Laura Ratner

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Lisa Ratner

    Co-Pres & Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mark Ratner

    Co-Pres & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 8111 Bay Colony Drive 1004, Naples, FL 34108
Phone: (651) 631-8515

Frequently asked questions about Mark and Lisa Ratner Family Foundation

How much does Mark and Lisa Ratner Family Foundation give each year?

Mark and Lisa Ratner Family Foundation gave $140K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $315K across 14 grants.

What is Mark and Lisa Ratner Family Foundation's typical grant size?

Mark and Lisa Ratner Family Foundation's median grant in 2025 was $1,000, and its average grant was $5,178, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Mark and Lisa Ratner Family Foundation that year got $2K on average.

Where does Mark and Lisa Ratner Family Foundation give grants?

Mark and Lisa Ratner Family Foundation gives mostly in Minnesota: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (11%) and Illinois (7%). The most frequent recipient cities were Minneapolis, MN (7 grants), Naples, FL (4 grants), St Louis Park, MN (3 grants) and Washington, DC (2 grants).

Does Mark and Lisa Ratner Family Foundation give general operating support?

Yes: 100% of Mark and Lisa Ratner Family Foundation's 2025 grants with a stated purpose (27 of 27) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Mark and Lisa Ratner Family Foundation's largest grantees?

Mark and Lisa Ratner Family Foundation's largest 2025 grantees include Amos and Celia Heilicher Minneapolis Jewish Day School ($50,000), American Israel Education Foundation (Aipac) ($10,000) and Beth El Foundation of Minnesota Inc ($10,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is Mark and Lisa Ratner Family Foundation?

Mark and Lisa Ratner Family Foundation reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $141K in qualifying distributions that year, against a required minimum of $373K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Mark and Lisa Ratner Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants included support for organizations serving Jewish students and communities, Jewish education and camps, care services, and community security. See mission & focus areas ↑

How do I apply for a grant from Mark and Lisa Ratner Family Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Mark and Lisa Ratner Family Foundation's EIN?

Mark and Lisa Ratner Family Foundation's EIN (Employer Identification Number) is 85-4399467. IRS Form 990 filing data is available on this page for 2020–2025.

Does Mark and Lisa Ratner Family Foundation 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.

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