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Form 990-PFTax year 2023EIN 59-2474711

The Colen Foundation Inc

A private foundation in Ocala, FL. Its return for tax year 2023 lists 22 grants and $546,616 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2023 (period ending Nov 30, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Krystel Torres
8435 SW 80th Street Suite 2
Ocala, FL 34481
(352) 873-0848
[email protected]
Form and materials
The foundation has an "application for grant" form to be completed by all 501(c)(3) applicants. 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 citizen's relatives regarding the possibility of providin
Deadlines
None
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.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2023

    $546,616

    Grants listed
    22
    Assets, end of year
    $15,036,738

  • Tax year 2022

    $503,538

    Grants listed
    33
    Assets, end of year
    $14,779,415

  • Tax year 2021

    $599,558

    Grants listed
    46
    Assets, end of year
    $15,130,866

  • Tax year 2020

    $539,920

    Grants listed
    46
    Assets, end of year
    $15,272,674

  • Tax year 2019

    $657,127

    Grants listed
    47
    Assets, end of year
    $14,782,838

  • Tax year 2018

    $498,332

    Grants listed
    47
    Assets, end of year
    $8,560,988

  • Tax year 2017

    $536,345

    Grants listed
    45
    Assets, end of year
    $7,910,553

Grants paid in 2023

22 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Horticultural Arts Park Institute IOcala, FL

    Charitable Contribution

    $142,846
  2. Temple Beth ShalomOcala, FL

    Charitable Contribution

    $75,000
  3. Congregation B'nai Israel of St PetSt Petersburg, FL

    Charitable Contribution

    $70,000
  4. Project Hope of Marion CountyOcala, FL

    Charitable Contribution

    $50,000
  5. Individual

    Support and Assist Aged Individuals

    $48,039
  6. Hillel School of Tampa IncTampa, FL

    Charitable Contribution

    $40,000
  7. Tampa Bay Performing Arts CenterTampa, FL

    Charitable Contribution

    $25,000
  8. Hand In Hand Center for Jewish-ArabPortland, OR

    Charitable Contribution

    $18,000
  9. Individual

    Support and Assist Aged Individuals

    $12,667
  10. Individual

    Charitable Contribution

    $10,000
  11. Individual

    Charitable Contribution

    $10,000
  12. Savannah Voice Festival IncSavannah, GA

    Charitable Contribution

    $10,000
  13. The Community Foundation for OcalaOcala, FL

    Charitable Contribution

    $10,000
  14. Hillel Jewish Student Center of StTampa, FL

    Charitable Contribution

    $5,000
  15. Public Education Foundation of MariOcala, FL

    Charitable Contribution

    $3,000
  16. Individual

    Charitable Contribution

    $3,000
  17. Individual

    Charitable Contribution

    $3,000
  18. Neighborly Care NetworkClearwater, FL

    Charitable Contribution

    $3,000
  19. Individual

    Support and Assist Aged Individuals

    $2,064
  20. Canine Assisted Therapy IncFt Lauderdale, FL

    Charitable Contribution

    $2,000
  21. Israel Guide Dog Center for the BliWarrington, PA

    Charitable Contribution

    $2,000
  22. The Perlman Music Program SuncoastSarasota, FL

    Charitable Contribution

    $2,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services3 grants $55,00051% of the total
  2. Education1 grant $40,00037% of the total
  3. Arts and culture2 grants $12,00011% of the total

By State

Grants to organizations with a US address, latest year.

  1. Florida12 grants $427,846
  2. Oregon1 grant $18,000
  3. Georgia1 grant $10,000
  4. Pennsylvania1 grant $2,000

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Stephanie BergenASST SEC Hours 1Pay $0
  • Kenneth D ColenPresident Hours 4Pay $0
  • Robert ColenASST SEC/DIR Hours 2Pay $0
  • Gerald R ColenTREAS/SEC/DIR Hours 1Pay $0
  • Leslee R ColenVice President Hours 1Pay $0

The return

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