Private foundation (trust)EIN 306097971Est. 2005-05

THE ESR FOUNDATION

NAPLES, FL 34110

Total Assets

$1.4M

FY 2024

Annual Giving

$50K

FY 2024

Grants Made

20

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$500–$10K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$22K

Total Expenses

$53K

Qualifying Distributions

$50K

Distributable Amount

$60K

Min. Investment Return

$60K

Undistributed Income

$58K

Payout rate 83%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.83%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $500 through median $2K to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $52K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

92 grants

MAYO CLINIC
$43K
5 grants
ST JOHNS EPISCOPAL PARISH DAY SCHOOL INC
$22K
4 grants
UNITED WAY OF LEE COUNTY
$21K
3 grants
CHRIST OUR KING
$10K
1 grant
CASTING NETS MINISTRIES INC
$10K
5 grants
AMERICAN FIRST LEGAL
$9K
4 grants
HARRY CHAPIN FOOD BANK
$9K
4 grants
SUZERAIN CAPITAL DEFENSE FUND
$8K
4 grants

Grant Size Distribution

92 grants

<$10K
91
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

19 states

Florida
$69K
28% of total
Minnesota
$43K
18% of total
South Carolina
$25K
10% of total
District of Columbia
$18K
7% of total
California
$15K
6% of total
Indiana
$11K
4% of total
Michigan
$10K
4% of total
Kansas
$10K
4% of total
New Jersey
$8K
3% of total
New York
$8K
3% of total

+9 more states

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THE ESR FOUNDATION — Grants, Financials & Contact | Grantivo