Charles L & Elizabeth P Gerli Foundation

VALATIE, NY EIN: 13-6133907

Charles L & Elizabeth P Gerli Foundation is a private foundation, based in VALATIE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $132K in total assets. In 2024, it awarded 6 grants totaling $4K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$132K

+1.1% YoY

Annual Giving

$4K

-36.4% YoY

Grant Count

6

-25.0% YoY

Avg Grant Size

$583.333

-15.2% YoY

Under IRS private-foundation payout rules, Charles L & Elizabeth P Gerli Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles L & Elizabeth P Gerli Foundation

Based on IRS filings

Charles L & Elizabeth P Gerli Foundation is a private foundation, based in VALATIE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $132K in total assets. In 2024, it awarded 6 grants totaling $4K. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AlbanyAustinChathamDetroitHudsonLathemNashvilleNew YorkPhoenixSaratoga SpringsTopekaTroyWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$21K$32K$42K20202021202220232024
Metric202420232022
Total Assets$131,690$130,313$132,113
Revenue$5,864$4,962$1,403
Expenses$4,487$6,762$7,512
Qualifying Distributions$3,988$6,100$6,912
Net Investment Income$5,427$4,461$895
Distributable Amount$5,826$5,779$6,265

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$5K$7K10 grants20209 grants20219 grants20228 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

MAKE A WISH FOUNDATION$1KCAPITAL CITY RESCUE MISS…$500DOCTORS WITHOUT BORDERS$500INTERFAITH PARTNERSHIP F…$500SPECIAL OLYMPICS$500REGIONAL FOOD BANK$500

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Make a Wish Foundation ($1,000), Capital City Rescue Mission ($500), Doctors Without Borders ($500).

RecipientPurposeAmount
CAPITAL CITY RESCUE MISSION ALBANY, NYTO HELP THE HOMELESS AND HURTING BREAK THE CYCLE OF POVERTY AND DESPAIR$500
DOCTORS WITHOUT BORDERS NEW YORK, NYTO PROVIDE URGENTLY NEEDED HUMANITARIAN AID IN MOMENTS OF CRISIS AND CONFLICT.$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
MAKE A WISH FOUNDATION PHOENIX, AZTO 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.$500
REGIONAL FOOD BANK LATHEM, NYTO HELP THE HOMELESS AND HURTING BREAK THE CYCLE OF POVERTY AND DESPAIR$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NICHOLAS GERLIVICE PRESIDENT
ALENA GERLIPRESIDENT

Frequently Asked Questions

How large is Charles L & Elizabeth P Gerli Foundation?

As of 2024, Charles L & Elizabeth P Gerli Foundation holds $132K in total assets with $6K in annual revenue. It awarded 6 grants totaling $4K in 2024.

Where does Charles L & Elizabeth P Gerli Foundation operate?

Charles L & Elizabeth P Gerli Foundation has awarded grants in Arizona, District of Columbia, Kansas, Michigan, New York, Tennessee, Texas, Virginia.

What size grants does Charles L & Elizabeth P Gerli Foundation award?

In 2024, Charles L & Elizabeth P Gerli Foundation awarded 6 grants totaling $4K — an average of about $583.333 per grant, based on its IRS Form 990 filings.

How much is Charles L & Elizabeth P Gerli Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles L & Elizabeth P Gerli Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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