The Kugelman Family Foundation Inc
The Kugelman Family Foundation Inc is a private foundation based in Pensacola, Florida. Its 2025 filing states that awards are restricted to charities in the greater Pensacola area; its grant records show giving to organizations in Florida.
The Kugelman Family Foundation Inc at a glance
In short: The Kugelman Family Foundation Inc gave $238K across 15 grants in 2025 (avg $16K), mostly in Florida. 53% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $237,500
- -6.7% vs 2024
- Grants made (2025)
- 15
- +0.0% vs 2024
- Average grant
- $15,833
- -6.7% vs 2024
- Median grant
- $5,000
- Total assets
- $5,749,379
- +0.5% vs 2024
- New grantees (estimate)
- 53% first-time grantees (8 of 15, 2025; small sample)
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Kugelman Family Foundation Inc
- How to Apply
-
The filing states that no special form is required. It lists the foundation as the contact and restricts awards to charities in the greater Pensacola area. Eligibility information also specifies that an organization must be a 501(c)(3) public charity, serve in Escambia County, Florida, and be registered as a nonprofit corporation with the Florida Division of Corporations.
- Review Cycle
- October 1.
- Deadline
- October 1.
- Contact
Application contact: The Kugelman Family Foundation
Mailing address: PO Box 12547, Pensacola, FL 32591
Phone: (850) 484-7011
Website: https://www.kugelmanfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The Kugelman Family Foundation Inc
Who The Kugelman Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Covenant Care ($109K). Together the top 10 received $224K.
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 73 grants of 88 (83%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 100% of grant dollars went to recipients in Florida. The foundation’s stated restriction is charities in the greater Pensacola area; its eligibility information specifies organizations serving Escambia County, Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
Is The Kugelman Family Foundation Inc open to new grantees?
53%
first-time grantees, 2025
In 2025, 8 of 15 grantees (53%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $5K; repeat grants $28K. How we count
Medians: $5K first-time, $5K repeat.
- 40% of 2025 grantees were also funded in 2024. Method
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 87% 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 (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $238K (2025) to $314K (2022). In 2025 it made 15 grants totaling $238K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Covenant Care Pensacola, FL | General Purpose | $109,000 |
| Baptist Healthcare Foundation Pensacola, FL | General Purpose | $50,000 |
| Ascension Sacred Heart Foundation Pensacola, FL | General Purpose | $25,000 |
| Pensaocla Symphony Orchestra Pensacola, FL | General Purpose | $10,000 |
| Childrens Home Society of FL Pensacola, FL | General Purpose | $5,000 |
| Escambia County Sheriffs Office Pensacola, FL | General Purpose | $5,000 |
| First Tee of Northwest Florida Pensacola, FL | General Purpose | $5,000 |
| Pensacolas Promise DBA Chain Reaction Pensacola, FL | General Purpose | $5,000 |
| Red Flamingo Foundation Inc Pensacola, FL | General Purpose | $5,000 |
| Ronald McDonald House Charities of NW FL Pensacola, FL | General Purpose | $5,000 |
Ready to take the next step with The Kugelman Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,749,379 | $327,854 | $248,876 | $237,500 | 15 | $237,500 | $321,061 | $273,019 |
| 2024 | $5,718,404 | $276,603 | $265,119 | $254,500 | 15 | $254,500 | $286,543 | $251,563 |
| 2023 | $5,865,749 | $211,454 | $256,894 | $246,825 | 17 | $246,963 | $242,325 | $238,949 |
| 2022 | $5,827,689 | $223,153 | $324,278 | $313,580 | 17 | $313,978 | $239,106 | $249,731 |
| 2021 | $5,785,985 | $237,139 | $306,989 | $297,500 | 24 | $297,888 | $249,220 | $277,242 |
| 2020 | $5,935,835 | $224,583 | $310,309 | $300,000 | 23 | — | $218,543 | $256,659 |
| 2019 | $6,301,561 | $256,303 | $293,107 | $276,250 | 21 | — | $239,446 | $272,548 |
Under IRS private-foundation payout rules, The Kugelman Family Foundation Inc reported a distributable amount of $273K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No formal mission statement for the foundation is provided. Its grants support a range of organizations, including healthcare, arts, youth, and community organizations. Among its grantees, Youths Left Behind Corp describes its mission as creating “a respectful and responsible community.” Fiesta of Five Flags Foundation describes its mission as advancing educational, historical, and patriotic celebrations and community festivals commemorating Florida’s first settlement. Baptist Healthcare Foundation describes its mission as strengthening Baptist Healthcare System’s healing ministry and related health and humanitarian work.
Grantmaking
In 2025, the foundation reported 15 grants totaling $237,500. Grants ranged from $1,000 to $109,000, with a median of $5,000. The largest awards were $109,000 to Covenant Care, $50,000 to Baptist Healthcare Foundation, and $25,000 to Ascension Sacred Heart Foundation. Other grants included $10,000 to Pensacola Symphony Orchestra and $5,000 each to Children’s Home Society of Florida, Escambia County Sheriff’s Office, First Tee of Northwest Florida, Pensacola’s Promise DBA Chain Reaction, Red Flamingo Foundation, Ronald McDonald House Charities of Northwest Florida, and Youths Left Behind Corp.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jane S. Lauter as president; David J. Foster as vice president and treasurer; and Sarah F. Ryan as vice president and secretary. Directors listed are Jacklyn S. Kugelman, Janet Livingston, Marsha K. Kugelman, Nancy K. McSweeney, Robert C. Cameron, Joshua D. Cameron, and Stephen J. Foster.
The Kugelman Family Foundation Inc is led by Jane S. Lauter, President on every filing since 2019; none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jane S. Lauter
President
On filings since 2019
No compensation reported
Caroline Ferrill Sessions
Director
On filings since 2019
No compensation reported
Evelyn E. McMahon
Director
On filings since 2019
No compensation reported
Jacklyn S. Kugelman
Director
On filings since 2019
No compensation reported
Janet Livingston
Director
On filings since 2019
No compensation reported
Joshua D. Cameron
Director
On filings since 2019
No compensation reported
Marsha K. Kugelman
Director
On filings since 2019
No compensation reported
Nancy K. McSweeney
Director
On filings since 2019
No compensation reported
Robert C. Cameron
Director
On filings since 2019
No compensation reported
Stephen J. Foster
Director
On filings since 2019
No compensation reported
David J. Foster
Vice President & Treasurer
On filings since 2019
No compensation reported
Sarah F. Ryan
Vice President & Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Kugelman Family Foundation Inc
How much does The Kugelman Family Foundation Inc give each year?
The Kugelman Family Foundation Inc gave $238K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $255K across 15 grants.
What is The Kugelman Family Foundation Inc's typical grant size?
The Kugelman Family Foundation Inc's median grant in 2025 was $5,000, and its average grant was $15,833, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Kugelman Family Foundation Inc that year got $5K on average.
Where does The Kugelman Family Foundation Inc give grants?
The Kugelman Family Foundation Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pensacola, FL (15 grants).
Does The Kugelman Family Foundation Inc give general operating support?
Yes: 100% of The Kugelman Family Foundation Inc's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Kugelman Family Foundation Inc's largest grantees?
The Kugelman Family Foundation Inc's largest 2025 grantees include Covenant Care ($109,000), Baptist Healthcare Foundation ($50,000) and Ascension Sacred Heart Foundation ($25,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is The Kugelman Family Foundation Inc?
The Kugelman Family Foundation Inc reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $238K in qualifying distributions that year, against a required minimum of $273K (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 The Kugelman Family Foundation Inc fund?
No formal mission statement for the foundation is provided. Its grants support a range of organizations, including healthcare, arts, youth, and community organizations. Among its grantees, Youths Left Behind Corp describes its mission as creating “a respectful and responsible community.” See mission & focus areas ↑
How do I apply for a grant from The Kugelman Family Foundation Inc?
The filing states that no special form is required. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Kugelman Family Foundation Inc's EIN?
The Kugelman Family Foundation Inc's EIN (Employer Identification Number) is 59-6177695. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 4, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Kugelman Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Kugelman Family Foundation Inc funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/the-kugelman-family-foundation-inc-morg_b4b31c44a531479b88277bd4d1ce089b
BibTeX
@misc{grantable_596177695_2026,
author = {{Grantable}},
title = {{The Kugelman Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-kugelman-family-foundation-inc-morg_b4b31c44a531479b88277bd4d1ce089b},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Kugelman Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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