The Kugelman Family Foundation Inc
The Kugelman Family Foundation Inc is a family foundation based in Pensacola, Florida. Established in 1961, the foundation operates as a 501(c)(3) organization with limited paid staffing, relying on board members to guide its grantmaking activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.7M
-2.5% YoY
Annual Giving
$255K
+3.1% YoY
Grant Count
15
-11.8% YoY
Avg Grant Size
$17K
+16.9% YoY
Under IRS private-foundation payout rules, The Kugelman Family Foundation Inc reported a distributable amount of $252K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation provides support primarily for:
- Cancer centers and healthcare initiatives
- Public television stations
- Human services organizations
- Youth organizations
- Jewish temples and federated giving programs
Grantmaking
The foundation appears to be possibly open to applications based on its most recent tax filings, with no "preselected only" restriction indicated.
Grant Range
$5,000
Ready to take the next step with The Kugelman Family Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation gives primarily in Pensacola, Florida and the surrounding region.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $5.4 million (as of fiscal year 2023)
- Annual Giving: Approximately $305,500 in recent years
- IRS Status: Tax-exempt since December 1966
- EIN: 59-6177695
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,718,404 | $5,865,749 | $5,827,689 |
| Revenue | $276,603 | $211,454 | $223,153 |
| Expenses | $265,119 | $256,894 | $324,278 |
| Qualifying Distributions | $254,500 | $246,963 | $313,978 |
| Net Investment Income | $286,543 | $242,325 | $239,106 |
| Distributable Amount | $251,563 | $238,949 | $249,731 |
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
96 grants across all recorded years
Open Grants
1 open opportunity from The Kugelman Family Foundation Inc
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ascension Sacred Heart Foundation ($75,840), Baptist Healthcare Foundation ($50,000), Covenant Hospice Foundation ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUTISM PENSACOLA PENSACOLA, FL | GENERAL PURPOSE | $1,500 |
| BAPTIST HEALTHCARE FOUNDATION PENSACOLA, FL | GENERAL PURPOSE | $50,000 |
| COVENANT CARE PENSACOLA, FL | GENERAL PURPOSE | $1,500 |
| COVENANT HOSPICE FOUNDATION PENSACOLA, FL | GENERAL PURPOSE | $50,000 |
| ESCAMBIA COUNTY OF SHERIFF PENSACOLA, FL | GENERAL PURPOSE | $5,000 |
| FIESTA OF FIVE FLAGS FOUNDATION PENSACOLA, FL | GENERAL PURPOSE | $3,500 |
| FIRST TEE OF NORTHWEST FLORIDA PENSACOLA, FL | GENERAL PURPOSE | $1,660 |
| PENSACOLA CATHOLIC HIGH SCHOOL PENSACOLA, FL | GENERAL PURPOSE | $5,000 |
| PENSACOLA LITTLE THEATRE PENSACOLA, FL | GENERAL PURPOSE | $13,500 |
| ASCENSION SACRED HEART FOUNDATION PENSACOLA, FL | GENERAL PURPOSE | $75,840 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board Members and Officers:
- Jane S Lauter (President)
- David J Foster (Vice President, Treasurer)
- Sarah F Ryan (Vice President, Secretary)
- Jacklyn S Kugelman (Director)
- Janet Livingston (Director)
- Marsha K Kugelman (Director)
- Nancy K McSweeney (Director)
- Robert C Cameron (Director)
- Joshua D Cameron (Director)
- Stephen J Foster (Director)
- Caroline Ferrill Sessions (Director)
- Evelyn E McMahon (Director)
All board members serve without compensation.
Historical Leadership: The foundation was established by Jack and Jane Kugelman. Jane Kugelman served as a member of the original Baptist Health Care Foundation board of directors and was instrumental in establishing the foundation's early giving priorities.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANE S LAUTER | PRESIDENT | — | — |
| DAVID J FOSTER | VP, TREASURE | — | — |
| SARAH F RYAN | VP, SECRETAR | — | — |
| JACKLYN S KUGELMAN | DIRECTOR | — | — |
| JANET LIVINGSTON | DIRECTOR | — | — |
| MARSHA K KUGELMAN | DIRECTOR | — | — |
| NANCY K MCSWEENEY | DIRECTOR | — | — |
| ROBERT C CAMERON | DIRECTOR | — | — |
| JOSHUA D CAMERON | DIRECTOR | — | — |
| STEPHEN J FOSTER | DIRECTOR | — | — |
| CAROLINE FERRILL SESSIONS | DIRECTOR | — | — |
| EVELYN E MCMAHON | DIRECTOR | — | — |
Recent News & Activity
Recent developments and announcements
**2022:** The Kugelman Family Foundation committed a $250,000 gift to Baptist Health Care Foundation. The foundation honored the family by naming the Kugelman Cancer Center at the new Baptist Hospital campus, scheduled to open in fall 2023. The gift reflects the family's long-standing relationship with Baptist Health Care, dating back to the early 1980s when the foundation made its first major gift to the organization.
Kugelman Family donates $250,000 to Baptist Health Care Foundation**Contact Information:**
Website: www.kugelmanfoundation.org
Phone: 850-748-8482
Address: 1424 E Lakeview Ave, Pensacola, FL 32503-5330
Frequently Asked Questions
What does The Kugelman Family Foundation Inc fund?
The foundation provides support primarily for: • Cancer centers and healthcare initiatives • Public television stations • Human services organizations • Youth organizations • Jewish temples and federated giving programs
How do I apply for a grant from The Kugelman Family Foundation Inc?
**Grant Activity:** • The foundation reported 17 grants in its most recent tax filing (fiscal year 2023) • Median grant size: $5,000 • Grant range: $500 to $55,000 **Recent Major Gifts:** • $250,000 commitment to Baptist Health Care Foundation (2022) to support the Kugelman Cancer Center at the new Baptist Hospital campus • $250,000 gift to Studer Family Children's Hospital at Sacred Heart (2018) **Historical Grant Examples (2007):** • $50,000 to Pensacola Junior College Foundation • $30,000 to…
Where does The Kugelman Family Foundation Inc make grants?
The foundation gives primarily in Pensacola, Florida and the surrounding region.
What size grants does The Kugelman Family Foundation Inc award?
In 2024, The Kugelman Family Foundation Inc awarded 15 grants totaling $255K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is The Kugelman Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Kugelman Family Foundation Inc reported a distributable amount of $252K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Kugelman Family Foundation Inc's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
Palm Valley Academy Parent-teacher
PONTE VEDRA, FL
Assets
$261K
Grants
1
Total Given
$78K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Kugelman Family Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Kugelman Family Foundation Inc to a real strategy.