The Colen Foundation Inc

OCALA, FL EIN: 59-2474711

The Colen Foundation Inc is a private family foundation established in 1984 and based in Ocala, Florida. The foundation operates as a 501(c)(3) tax-exempt organization with a focus on charitable giving to qualified nonprofits and direct assistance to elderly individuals.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15.0M

+1.7% YoY

Annual Giving

$547K

+8.6% YoY

Grant Count

22

-33.3% YoY

Avg Grant Size

$25K

+62.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary mission is to make grants to qualified charities and provide assistance to the charitable class of the aged, enabling members of this population to maintain a modest standard of living in their communities during their declining years.

Funding priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Arts and Creative Writing
  • Historic Buildings
  • Journalism
  • Charter Schools

Grantmaking

The foundation made 47 grants in 2024, including:

Grant Range

$72–$142,846

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Florida, Georgia, and Pennsylvania.

Grant Distribution by State

10states
+2 more states

Cities

AtlantaBelleviewBrandeisClearwaterEnglewoodIvernessJacksonvilleJerichoLargoLeadvilleNew YorkOakland ParkOcalaOrlandoPalm HarborPortlandRockvilleSanta PaulaSarasotaSavannah

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (Fiscal Year Ending November 2024):

  • Total assets: $15,036,738
  • Total revenues: $939,465
  • Total expenses: $622,306
  • Total giving: $546,616
  • Number of employees: 0

Investment Income:

  • 2024: $417,693
  • 2023: $374,503 (11.5% increase)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$15,036,738$14,779,415$15,130,866
Revenue$939,465$608,440$642,785
Expenses$622,306$569,405$663,601
Qualifying Distributions$585,368$563,373$656,735
Net Investment Income$886,486$564,158$596,046
Distributable Amount$947,664$818,900$843,919

Giving Over Time

Total grant dollars and number of grants per year

$0$164K$329K$493K$657K47 grants202046 grants202146 grants202233 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Horticultural Arts Park …$143KTemple Beth Shalom$75KCongregation B'nai Israe…$70KProject Hope of Marion C…$50KLife Estate Karel Dupree$48KHillel School of Tampa Inc$40KTampa Bay Performing Art…$25KHand In Hand Center for …$18KLife Estate Marguerite Cox$13KUnion for Reform Judiasm…$10K

Grant Size Distribution

194 grants across all recorded years

181<$50K10$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation's trustees include:

  • Ina A Colen
  • Kenneth D Colen
  • Robert Colen

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEPHANIE BERGENASST SEC1
KENNETH D COLENPresident4
ROBERT COLENASST SEC/DIR2
GERALD R COLENTREAS/SEC/DIR1
LESLEE R COLENVice President1

Contact Information

Address: 8435 SW 80th St Unit 2, Ocala, FL 34481-9127

Telephone: 352-873-0848

EIN: 59-2474711

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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