Charles L & Elizabeth P Gerli Foundation

Private foundation · Grantmaker Franklin, TN EIN: 13-6133907

Charles L & Elizabeth P Gerli Foundation is a private foundation, based in Franklin, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $123K in total assets. In 2025, it awarded 6 grants totaling $6K. Net investment income was $4K.

Key facts about Charles L & Elizabeth P Gerli Foundation

In short: Charles L & Elizabeth P Gerli Foundation gave $6K across 6 grants in 2025 (avg $1K), top state New York. Source: 2025 IRS Form 990-PF.

EIN
13-6133907
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$6,000
Grants made (2025)
6
Average grant
$1,000
Median grant
$1,000
Total assets
$123,456
Primary geography
New York (33% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$123K

-6.3% YoY

Annual Giving

$6K

+71.4% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$1K

+71.4% YoY

Under IRS private-foundation payout rules, Charles L & Elizabeth P Gerli Foundation reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.

How Charles L & Elizabeth P Gerli Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of all 6 itemized 2025 grant dollars.

Cities

AlbanyLathemNashvillePhoenixHudsonWashingtonAustinChathamNew YorkTroyAtlantaDetroitSaratoga SpringsTopekaWashington DC

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K10 grants20209 grants20219 grants20228 grants20236 grants20246 grants2025

From 2020 to 2025, annual grant giving ranged from $4K (2024) to $7K (2020). In 2025 it made 6 grants totaling $6K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

The Heimerdinger Foundation: $2KThe Heimerdinger Foundation$2KDoctors Without Borders: $1KDoctors Without Borders$1KHabitat for Humanity: $1KHabitat for Humanity$1KSpecial Olympics: $1KSpecial Olympics$1KCapital City Rescue Mission: $500Capital City Rescue Mission$500Interfaith Partnership for the Homeless: $500Interfaith Partnership for theHomeless$500

The largest 2025 recipient was The Heimerdinger Foundation ($2K). Together the top 6 received $6K.

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 38 grants of 38 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Heimerdinger Foundation Nashville, TNTo support the promotion of healthy eating habits by delivering mealsto families going through cancer.$2,000
Doctors Without Borders New York, NYTo provide urgently needed humanitarian aid in moments of crisis and conflict.$1,000
Habitat for Humanity Atlanta, GATo create life-changing wishes for children with critical illnesses$1,000
Special Olympics Washington, DCTo provide year-round sports training and athletic competition in a variety of olympic-type sports for children and adults with intellectual disabilities.$1,000
Capital City Rescue Mission Albany, NYTo help the homeless and hurting break the cycle of poverty and despair$500
Interfaith Partnership for the Homeless Albany, NYTo support the mission of iph which is to address the needs of the homeless and low-income community by providing a continuum of services to encourage seld-sufficiency, empowerment and stability.$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K202020212022202320242025
Metric202520242023
Total Assets$123,456$131,690$130,313
Revenue$-1,171$5,864$4,962
Expenses$7,063$4,487$6,762
Qualifying Distributions$6,519$3,988$6,100
Net Investment Income$4,249$5,427$4,461
Distributable Amount$6,204$5,826$5,779

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Charles L & Elizabeth P Gerli Foundation is led by Alena Gerli, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Alena Gerli

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nicholas Gerli

    Vice President

    On filings since 2022

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Charles L & Elizabeth P Gerli Foundation

How much does Charles L & Elizabeth P Gerli Foundation give each year?

Charles L & Elizabeth P Gerli Foundation gave $6K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 6 grants.

What is Charles L & Elizabeth P Gerli Foundation's typical grant size?

Charles L & Elizabeth P Gerli Foundation's median grant in 2025 was $1,000, and its average grant was $1,000, across 6 grants on its 2025 IRS Form 990-PF.

Where does Charles L & Elizabeth P Gerli Foundation give grants?

Charles L & Elizabeth P Gerli Foundation's top state is New York, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Tennessee (33%) and Georgia (17%). The most frequent recipient cities were Albany, NY (2 grants).

Does Charles L & Elizabeth P Gerli Foundation give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Charles L & Elizabeth P Gerli Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are Charles L & Elizabeth P Gerli Foundation's largest grantees?

Charles L & Elizabeth P Gerli Foundation's largest 2025 grantees include The Heimerdinger Foundation ($2,000), Doctors Without Borders ($1,000) and Habitat for Humanity ($1,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.

How large is Charles L & Elizabeth P Gerli Foundation?

Charles L & Elizabeth P Gerli Foundation reported $123K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).

What is Charles L & Elizabeth P Gerli Foundation's EIN?

Charles L & Elizabeth P Gerli Foundation's EIN (Employer Identification Number) is 13-6133907. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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