Idelson Family Foundation Trust Dtd 7-1-11
- Assets
- $1.2m
- Revenue
- $87.9k
- Investments
- $1.1m
- Employees
- 0
- Location
- Fort Myers, FL
- Founding
- 01/2012
- Data as of
- 12/2023
- EIN
- 45-2741117
Organization Overview
Idelson Family Foundation Trust Dtd 7-1-11 is located in Fort Myers, FL. The organization was established in 2012. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Idelson Family Foundation Trust Dtd 7-1-11 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Idelson Family Foundation Trust Dtd 7-1-11 generated $87.9k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 2.9% each year. All expenses for the organization totaled $127.7k during the year ending 12/2023. While expenses have increased by 1.6% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Idelson Family Foundation Trust Dtd 7-1-11 has awarded 160 individual grants totaling $842,176. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $18,253 |
| Dividends & Interest | $28,855 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $40,792 |
| Capital Gain Net Income | $40,792 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $87,900 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $34,961 |
| Contributions, gifts, grants paid | $92,750 |
| Total expenses and disbursements | $127,711 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $164,488 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,247,388 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Idelson Family Foundation Trust Dtd 7-1-11 has awarded $92,750 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
CHABAD OF CAPE CORAL PURPOSE: CHARITABLE CONTRIBUTION | $2,500 |
CHABAD OF DOWNTOWN ROSWELL INC PURPOSE: CHARITABLE CONTRIBUTION | $1,000 |
CONGREGATION BETHEL PURPOSE: CHARITABLE CONTRIBUTION | $4,500 |
TEMPLE BETH EL PURPOSE: CHARITABLE CONTRIBUTION | $1,500 |
TEMPLE BETH SHALOM PURPOSE: CHARITABLE CONTRIBUTION | $1,250 |
UNITED WAY PURPOSE: CHARITABLE CONTRIBUTION | $45,250 |