David & Charlotte Ackert Family Fdn
David & Charlotte Ackert Family Fdn is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $511K in total assets. In 2025, it awarded 5 grants totaling $218K. Net investment income was $46K.
David & Charlotte Ackert Family Fdn at a glance
In short: David & Charlotte Ackert Family Fdn gave $218K across 5 grants in 2025 (avg $44K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $218,000
- +75.8% vs 2024
- Grants made (2025)
- 5
- -16.7% vs 2024
- Average grant
- $43,600
- +111.0% vs 2024
- Median grant
- $50,000
- Total assets
- $510,900
- -25.2% vs 2024
- Primary geography
- New York (72% 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 David & Charlotte Ackert Family Fdn funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Serica Initiative Inc ($93K). Together the top 5 received $218K.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 19 grants of 22 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How David & Charlotte Ackert Family Fdn gives
- Giving grew 336% from 2022 to 2025. Method
- In 2025 it paid out 415% 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 $20K (2020) to $218K (2025). In 2025 it made 5 grants totaling $218K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Serica Initiative Inc New York, NY | General | $93,000 |
| New Dramatists Inc New York, NY | General | $50,000 |
| The UCLA Foundation Los Angeles, CA | General | $50,000 |
| Chinatown Health Clinic Foundation New York, NY | General | $15,000 |
| Archaeological Institute of America Boston, MA | General | $10,000 |
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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 | $510,900 | $56,762 | $228,182 | $218,000 | 5 | $218,000 | $45,862 | $52,591 |
| 2024 | $682,894 | $109,521 | $137,286 | $124,000 | 6 | $124,000 | $31,433 | $55,732 |
| 2023 | $726,652 | $597,270 | $86,574 | $78,000 | 4 | $78,000 | $223,617 | $45,376 |
| 2022 | $484,502 | $24,197 | $58,924 | $50,000 | 3 | $50,000 | $16,931 | $32,473 |
| 2021 | $519,483 | $154,912 | $73,862 | $65,000 | 4 | $65,000 | $146,091 | $33,070 |
| 2020 | $428,107 | $37,605 | $29,303 | $20,000 | 1 | — | $28,833 | $29,558 |
Under IRS private-foundation payout rules, David & Charlotte Ackert Family Fdn reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
David & Charlotte Ackert Family Fdn's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charlotte N. Ackert
Trustee
On filings since 2020
5 hrs/week
No compensation reported
David A. Ackert
Trustee
On filings since 2020
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 David & Charlotte Ackert Family Fdn
How much does David & Charlotte Ackert Family Fdn give each year?
David & Charlotte Ackert Family Fdn gave $218K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $124K across 6 grants.
What is David & Charlotte Ackert Family Fdn's typical grant size?
David & Charlotte Ackert Family Fdn's median grant in 2025 was $50,000, and its average grant was $43,600, across 5 grants on its 2025 IRS Form 990-PF.
Where does David & Charlotte Ackert Family Fdn give grants?
David & Charlotte Ackert Family Fdn gives mostly in New York: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (23%). The most frequent recipient cities were New York, NY (3 grants).
Does David & Charlotte Ackert Family Fdn give general operating support?
Yes: 100% of David & Charlotte Ackert Family Fdn's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are David & Charlotte Ackert Family Fdn's largest grantees?
David & Charlotte Ackert Family Fdn's largest 2025 grantees include Serica Initiative Inc ($93,000), New Dramatists Inc ($50,000) and The UCLA Foundation ($50,000), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.
How large is David & Charlotte Ackert Family Fdn?
David & Charlotte Ackert Family Fdn reported $511K in total assets on its 2025 IRS Form 990-PF. It paid out $218K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).
What is David & Charlotte Ackert Family Fdn's EIN?
David & Charlotte Ackert Family Fdn's EIN (Employer Identification Number) is 87-0778970. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 30, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
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