The Colen Family Charitable Trust
The Colen Family Charitable Trust exists to empower passionate learners capable of making the best decisions for themselves and for the society in which they live. The Colen Family Charitable Trust succeeds in this mission through its work with the Ina A. Colen Academy, providing quality education and materials to students K-8, as well as teachers and principals in public, independent and charter schools.
Key facts about The Colen Family Charitable Trust
- EIN
- 83-6802589
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $213,821,201
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$213.8M
+1.0% YoY
Revenue
$10.8M
+15.7% YoY
Qualifying Distributions
$3.0M
-38.8% YoY
Expenses
$7.8M
+18.1% YoY
About The Colen Family Charitable Trust
Based on IRS filings
The Colen Family Charitable Trust is a private foundation, based in Ocala, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $213.8M in total assets. In 2025, it made $3.0M in qualifying distributions. Net investment income was $2.6M.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $213,821,201 | $211,606,620 | $208,438,791 |
| Revenue | $10,818,253 | $9,348,105 | $18,277,014 |
| Expenses | $7,846,425 | $6,644,072 | $4,536,104 |
| Qualifying Distributions | $3,008,538 | $4,912,098 | $14,938,158 |
| Net Investment Income | $2,588,418 | $3,394,498 | $4,860,425 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 14, 2026)
- Added Form 990-PF for fiscal year 2025 (received by the IRS February 14, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
The Colen Family Charitable Trust is led by Rebecca Rogers, Executive Director on every filing since 2021; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Rebecca Rogers
Executive Director
On filings since 2021
25 hrs/week
$67K (2021) → $98K (2025)
Kenneth D Colen
Trustee
On filings since 2021
20 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $98K, to Rebecca Rogers (Executive Dir).
Frequently asked questions about The Colen Family Charitable Trust
How large is The Colen Family Charitable Trust?
The Colen Family Charitable Trust reported $213.8M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $10.8M.
What is The Colen Family Charitable Trust's EIN?
The Colen Family Charitable Trust's EIN (Employer Identification Number) is 83-6802589. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Colen Family Charitable Trust by hand.
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