Morris & Charlotte Tanenbaum Family
Morris & Charlotte Tanenbaum Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 23 grants totaling $145K. Net investment income was $98K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
+0.1% YoY
Annual Giving
$145K
+4.3% YoY
Grant Count
23
-8.0% YoY
Avg Grant Size
$6K
+13.4% YoY
Under IRS private-foundation payout rules, Morris & Charlotte Tanenbaum Family reported a distributable amount of $192K for 2024 — the minimum it must pay out in qualifying distributions.
About Morris & Charlotte Tanenbaum Family
Based on IRS filings
Morris & Charlotte Tanenbaum Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 23 grants totaling $145K. Net investment income was $98K.
Focus Areas
Ready to take the next step with Morris & Charlotte Tanenbaum Family?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,202,534 | $3,198,985 | $3,091,946 |
| Revenue | $155,493 | $247,239 | $441,920 |
| Expenses | $151,944 | $143,710 | $153,496 |
| Qualifying Distributions | $144,500 | $138,500 | $149,200 |
| Net Investment Income | $98,049 | $92,029 | $87,624 |
| Distributable Amount | $191,576 | $165,267 | $161,823 |
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 2024
Grant Size Distribution
124 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nj Performing Arts Center ($50,000), Johns Hopkins University ($25,000), Dutchess Outreach Inc ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADVOCATES FOR CHILDREN OF NY NEW YORK, NY | GENERAL | $3,000 |
| BLUEPATH SERVICE DOGS INC HOPEWELL JUNCTION, NY | GENERAL | $5,000 |
| CENTER FOR REPRODUCTIVE RIGHTS NEW YORK, NY | GENERAL | $2,000 |
| CLEAN AIR TASK FORCE BOSTON, MA | GENERAL | $1,000 |
| DUTCHESS OUTREACH INC POUGHKEEPSIE, NY | GENERAL | $13,000 |
| DUTCHESS OUTREACH INC POUGHKEEPSIE, NY | GENERAL | $2,000 |
| DUTCHESS OUTREACH INC POUGHKEEPSIE, NY | GENERAL | $5,000 |
| FREEDOM GUIDE DOGS FOR THE BLIND CASSVILLE, NY | GENERAL | $5,000 |
| GRACE SMITH HOUSE POUGHKEEPSIE, NY | GENERAL | $1,000 |
| HABITAT FOR HUMANITY NYC WOODSIDE, NY | GENERAL | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLOTTE TANENBAUM | TR. EMERITUS | 0.5 | — |
| MICHAEL A TANENBAUM | PRES/TREASUR | 0.5 | — |
| ROBIN S TANENBAUM | VP/SECRETARY | 0.5 | — |
| BENJAMIN POLLAK | TRUSTEE | 0.5 | — |
| EMILY JACOBS | TRUSTEE | 0.5 | — |
| KATHRYN A HEIDRICH | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Morris & Charlotte Tanenbaum Family?
Morris & Charlotte Tanenbaum Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $3.2M in total assets as of 2024.
How large is Morris & Charlotte Tanenbaum Family?
As of 2024, Morris & Charlotte Tanenbaum Family holds $3.2M in total assets with $155K in annual revenue. It awarded 23 grants totaling $145K in 2024.
Where does Morris & Charlotte Tanenbaum Family operate?
Morris & Charlotte Tanenbaum Family has awarded grants in Alabama, California, Colorado, District of Columbia, Florida, Massachusetts, Maryland, North Carolina, New Jersey, New York, Pennsylvania, Texas, Virginia.
What size grants does Morris & Charlotte Tanenbaum Family award?
In 2024, Morris & Charlotte Tanenbaum Family awarded 23 grants totaling $145K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Morris & Charlotte Tanenbaum Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Morris & Charlotte Tanenbaum Family reported a distributable amount of $192K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Morris & Charlotte Tanenbaum Family's EIN?
Morris & Charlotte Tanenbaum Family's EIN (Employer Identification Number) is 22-3548832. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Morris & Charlotte Tanenbaum Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
The Cigna Group Foundation
PHILADELPHIA, PA
Assets
$127.2M
Grants
4,075
Total Given
$14.1M
Jewish Communal Fund
NEW YORK, NY
Assets
$3.0B
Grants
4,673
Total Given
$953.3M
More Funders in Florida
Data last updated April 2026. Sourced from IRS Form 990-PF filings.