The Institute for Leadership Trust
The Institute for Leadership Trust is a private foundation, based in Pebble Beach, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $32K in total assets. In 2025, it awarded 2 grants totaling $200K. Net investment income was $58.
Key facts about The Institute for Leadership Trust
In short: The Institute for Leadership Trust gave $200K across 2 grants in 2025 (avg $100K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 46-1617644
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $200,000
- Grants made (2025)
- 2
- Average grant
- $100,000
- Median grant
- $100,000
- Total assets
- $32,187
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$32K
-43.9% YoY
Annual Giving
$200K
Grant Count
2
Avg Grant Size
$100K
Under IRS private-foundation payout rules, The Institute for Leadership Trust reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
How The Institute for Leadership Trust gives
- Giving grew 1233% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2022) to $200K (2025). In 2025 it made 2 grants totaling $200K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was US Coast Guard Margin of Excellance Sailing Program ($200K across 2 grants).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 2 grants of 5 (40%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| US Coast Guard Margin of Excellance Sailing Program New London, CT | Provide direct support to the coast guard margin of excellance sailing program. | $100,000 |
| US Coast Guard Margin of Excellance Sailing Program New London, CT | Provide direct support to the coast guard margin of excellance sailing program | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $32,187 | $57,350 | $64,744 |
| Revenue | $197,437 | $122 | $50,118 |
| Expenses | $222,602 | $7,516 | $35,244 |
| Qualifying Distributions | $200,000 | — | $20,000 |
| Net Investment Income | $58 | $122 | $118 |
| Distributable Amount | $3,113 | $3,026 | $1,981 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Institute for Leadership Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James M. Loy
Trustee
On filings since 2020
5 hrs/week
No compensation reported
James S. Tyler
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Robert C. Olsen Jr.
Trustee
On filings since 2020
5 hrs/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.
Frequently asked questions about The Institute for Leadership Trust
How much does The Institute for Leadership Trust give each year?
The Institute for Leadership Trust gave $200K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is The Institute for Leadership Trust?
The Institute for Leadership Trust reported $32K in total assets on its 2025 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).
Where does The Institute for Leadership Trust operate?
The Institute for Leadership Trust has awarded grants in California, Connecticut.
What is The Institute for Leadership Trust's EIN?
The Institute for Leadership Trust's EIN (Employer Identification Number) is 46-1617644. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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