Idelson Family Foundation Trust Dtd 7 1 11

Fort Myers, FL
Tax-exempt since Jan. 2012
EIN: 45-2741117

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$265k (2025)

Expenses

$171k (2025)

Total Assets

$1.31M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$265,454

Expenses

$171,172

Net Income

$94,282

Net Assets

$1,307,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83,263	31.4%
Dividends	$37,938	14.3%
Sales of Assets	$144,253	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,940	60.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,307,979
Total Liabilities	$0
Net Assets	$1,307,979

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on Feb. 17, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2024

Revenue

$95,357

Expenses

$129,048

Net Income

-$33,691

Net Assets

$1,213,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,256	11.8%
Dividends	$37,620	39.5%
Sales of Assets	$46,481	48.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,750	72.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,213,697
Total Liabilities	$0
Net Assets	$1,213,697

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 1, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$87,900

Expenses

$127,711

Net Income

-$39,811

Net Assets

$1,247,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,253	20.8%
Dividends	$28,855	32.8%
Sales of Assets	$40,792	46.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,750	72.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,247,388
Total Liabilities	$0
Net Assets	$1,247,388

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 21, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$60,185

Expenses

$127,489

Net Income

-$67,304

Net Assets

$1,287,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,282	12.1%
Dividends	$32,606	54.2%
Sales of Assets	$20,297	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,333	66.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,287,199
Total Liabilities	$0
Net Assets	$1,287,199

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$103,759

Expenses

$128,403

Net Income

-$24,644

Net Assets

$1,354,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,207	8.9%
Dividends	$34,880	33.6%
Sales of Assets	$59,672	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,933	68.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,354,503
Total Liabilities	$0
Net Assets	$1,354,503

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$59,533

Expenses

$153,566

Net Income

-$94,033

Net Assets

$1,379,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,955	16.7%
Dividends	$28,117	47.2%
Sales of Assets	$21,461	36.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,386	73.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,379,147
Total Liabilities	$1
Net Assets	$1,379,146

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$66,975

Expenses

$126,909

Net Income

-$59,934

Net Assets

$1,473,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,890	19.2%
Dividends	$30,409	45.4%
Sales of Assets	$23,676	35.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,766	70.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,473,180
Total Liabilities	$1
Net Assets	$1,473,179

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on Feb. 27, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$124,389

Expenses

$129,687

Net Income

-$5,298

Net Assets

$1,533,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,022	10.5%
Dividends	$26,773	21.5%
Sales of Assets	$84,594	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,317	68.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,533,114
Total Liabilities	$0
Net Assets	$1,533,114

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$125,512

Expenses

$126,717

Net Income

-$1,205

Net Assets

$1,538,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,045	9.6%
Dividends	$29,800	23.7%
Sales of Assets	$83,667	66.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,363	70.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,538,412
Total Liabilities	$0
Net Assets	$1,538,412

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$71,337

Expenses

$222,582

Net Income

-$151,245

Net Assets

$1,539,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,165	14.2%
Dividends	$26,990	37.8%
Sales of Assets	$34,182	47.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,501	43.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,539,617
Total Liabilities	$0
Net Assets	$1,539,617

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 20, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$68,151

Expenses

$110,836

Net Income

-$42,685

Net Assets

$1,690,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,344	10.8%
Dividends	$43,335	63.6%
Sales of Assets	$17,472	25.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,230	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,690,862
Total Liabilities	$0
Net Assets	$1,690,862

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on Feb. 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$121,296

Expenses

$107,313

Net Income

$13,983

Net Assets

$1,733,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,092	7.5%
Dividends	$40,702	33.6%
Sales of Assets	$71,502	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,630	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,733,547
Total Liabilities	$0
Net Assets	$1,733,547

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on March 27, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$97,182

Expenses

$103,053

Net Income

-$5,871

Net Assets

$1,719,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,835	8.1%
Dividends	$55,118	56.7%
Sales of Assets	$34,229	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,975	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,719,564
Total Liabilities	$0
Net Assets	$1,719,564

Compensation

Key Employees and Officers	Compensation	Other
Charles Idelson (Trustee)	$0	$0

990-PF

Filed on April 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,830,989

Expenses

$105,553

Net Income

$1,725,436

Net Assets

$1,725,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,744,271	95.3%
Interest Revenue	$5,537	0.3%
Dividends	$50,115	2.7%
Sales of Assets	$31,066	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,420	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,725,436
Total Liabilities	$1
Net Assets	$1,725,435

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

Expenses

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1
Total Liabilities	$1
Net Assets	$0

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated March 23, 2026

Idelson Family Foundation Trust Dtd 7 1 11

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $265k (2025)

Expenses $171k (2025)

Total Assets $1.31M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$265k (2025)

Expenses

$171k (2025)

Total Assets

$1.31M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011