Private Foundation · FL
Colen Foundation Inc
Ocala, FL · EIN 592474711 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$15.0M
Total Giving
$600K
Grants on File
46
Average Grant
$13K
Giving Radius
Where Colen Foundation Inc Has Given
Section I
How to Apply
The foundation has an "application for grant" form to be completed by all 501(c)(3) applicants. A copy of the application is attached. In addition, the foundation, through its board of directors, has established certain procedures to be followed in evaluating potential beneficiaries of its remainder interest program. The board of directors of the colen foundation, inc. Evaluates potential beneficiaries prior to approval of their participation in its rental or remainder interest program. The procedures set forth below are to be followed in evaluating each beneficiary:1. Advise the senior citizen to seek independent legal counsel and independent financial advice. 2. Determine that the senior citizen has no more than a moderate income or low income that provides insufficient cash for daily living expenses. 3. Determine that the market value of the senior citizen's home is in a moderate price range (in the case of the remainder interest program). 4. Consult with the senior cit…
On Unsolicited Proposals yes
Restrictions
The foundation makes grants to qualified charities and provides assistance to the charitable class of the aged to enable members of the class to maintain a modest standard of living in their communities during their declining years.
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Clearwater, FL | $4K | 2022 |
| Ocala, FL | $27K | 2022 |
| Ocala, FL | $7K | 2022 |
| Ocala, FL | $16K | 2022 |
| Ocala, FL | $15K | 2022 |
| Ocala, FL | $2K | 2022 |
| Largo, FL | $2K | 2022 |
| Iverness, FL | $1K | 2022 |
| St Petersburg, FL | $30K | 2022 |
| Jericho, NY | $5K | 2022 |
| New York, NY | $20K | 2022 |
| Ocala, FL | $500 | 2022 |
| Ocala, FL | $72 | 2022 |
| Ocala, FL | $25K | 2022 |
| Ocala, FL | $7K | 2022 |
| St Petersburg, FL | $66K | 2022 |
| Tampa, FL | $25K | 2022 |
| Sarasota, FL | $5K | 2022 |
| Portland, OR | $10K | 2022 |
| Ocala, FL | $28K | 2022 |
| Rockville, MD | $10K | 2022 |
| Tampa, FL | $10K | 2022 |
| Ocala, FL | $6K | 2022 |
| Tampa, FL | $2K | 2022 |
| Tampa, FL | $1K | 2022 |
Page 1 of 2 · 46 total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2022 | $15.1M | $844K | $643K | $664K |
| 2021 | $15.3M | $910K | $1.7M | $617K |
| 2020 | $14.8M | $734K | $7.2M | $740K |
| 2019 | $8.6M | $444K | $1.2M | $547K |
| 2015 | $7.8M | $434K | $454K | $431K |
| 2014 | $7.8M | $447K | $545K | $609K |
| 2013 | $7.8M | $406K | $474K | $558K |
| 2012 | $7.9M | $392K | $193K | $560K |
| 2011 | $8.3M | $424K | $74K | $524K |