Charles L & Elizabeth P Gerli Foundation
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.
Charles L & Elizabeth P Gerli Foundation at a glance
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.
- Annual giving (2025)
- $6,000
- +71.4% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $1,000
- +71.4% vs 2024
- Median grant
- $1,000
- Total assets
- $123,456
- -6.3% vs 2024
- Primary geography
- New York (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles L & Elizabeth P Gerli Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was The Heimerdinger Foundation ($2K). Together the top 6 received $6K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $4K (2024) to $7K (2020). In 2025 it made 6 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Heimerdinger Foundation Nashville, TN | To support the promotion of healthy eating habits by delivering mealsto families going through cancer. | $2,000 |
| Doctors Without Borders New York, NY | To provide urgently needed humanitarian aid in moments of crisis and conflict. | $1,000 |
| Habitat for Humanity Atlanta, GA | To create life-changing wishes for children with critical illnesses | $1,000 |
| Special Olympics Washington, DC | To 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, NY | To help the homeless and hurting break the cycle of poverty and despair | $500 |
| Interfaith Partnership for the Homeless Albany, NY | To 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $123,456 | $-1,171 | $7,063 | $6,000 | 6 | $6,519 | $4,249 | $6,204 |
| 2024 | $131,690 | $5,864 | $4,487 | $3,500 | 6 | $3,988 | $5,427 | $5,826 |
| 2023 | $130,313 | $4,962 | $6,762 | $5,500 | 8 | $6,100 | $4,461 | $5,779 |
| 2022 | $132,113 | $1,403 | $7,512 | $6,300 | 9 | $6,912 | $895 | $6,265 |
| 2021 | $138,222 | $-100 | $8,283 | $6,500 | 9 | $7,350 | — | $6,742 |
| 2020 | $146,605 | $38,430 | $8,651 | $7,100 | 10 | — | $37,879 | $6,192 |
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.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
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