Gerald and Claire Gerath Foundation Tr
Gerald and Claire Gerath Foundation Tr is a private foundation, based in West Hartford, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 3 grants totaling $90K. Net investment income was $77K.
Gerald and Claire Gerath Foundation Tr at a glance
In short: Gerald and Claire Gerath Foundation Tr gave $90K across 3 grants in 2025 (avg $30K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $90,000
- -14.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $30,000
- -14.3% vs 2024
- Median grant
- $30,000
- Total assets
- $1,165,115
- -1.0% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Gerald and Claire Gerath Foundation Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Our Companions Domestic a ($30K). Together the top 3 received $90K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Gerald and Claire Gerath Foundation Tr gives
- Giving fell 28% from 2022 to 2025. Method
- In 2025 it paid out 118% 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 $90K (2025) to $140K (2020). In 2025 it made 3 grants totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Our Companions Domestic a Bloomfield, CT | Provide Benefits for Health, Welfare | $30,000 |
| Out to Pasture Newington, CT | Provide Benefits for Health, Welfare | $30,000 |
| The Simon Foundation Inc Bloomfield, CT | Provide Benefits for Health, Welfare | $30,000 |
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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 | $1,165,115 | $108,902 | $120,717 | $90,000 | 3 | $90,000 | $77,487 | $76,468 |
| 2024 | $1,176,880 | $78,570 | $143,665 | $105,000 | 3 | $105,000 | $39,073 | $74,735 |
| 2023 | $1,237,551 | $82,534 | $153,896 | $125,000 | 4 | $125,000 | $52,822 | $74,554 |
| 2022 | $1,309,991 | $97,050 | $162,883 | $125,000 | 5 | $125,000 | $58,435 | — |
| 2021 | $1,376,572 | $122,279 | $152,912 | $125,000 | 4 | $125,000 | $93,860 | — |
| 2020 | $1,407,038 | $89,459 | $174,700 | $140,000 | 3 | — | $54,069 | — |
Under IRS private-foundation payout rules, Gerald and Claire Gerath Foundation Tr reported a distributable amount of $76K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gerald and Claire Gerath Foundation Tr is led by Owen Eagan, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Owen Eagan
Trustee
On filings since 2020
1 hr/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 Gerald and Claire Gerath Foundation Tr
How much does Gerald and Claire Gerath Foundation Tr give each year?
Gerald and Claire Gerath Foundation Tr gave $90K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $105K across 3 grants.
What is Gerald and Claire Gerath Foundation Tr's typical grant size?
Gerald and Claire Gerath Foundation Tr's median grant in 2025 was $30,000, and its average grant was $30,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Gerald and Claire Gerath Foundation Tr give grants?
Gerald and Claire Gerath Foundation Tr gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bloomfield, CT (2 grants).
Does Gerald and Claire Gerath Foundation Tr give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Gerald and Claire Gerath Foundation Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Provide Benefits for Health, Welfare" (3 grants).
How large is Gerald and Claire Gerath Foundation Tr?
Gerald and Claire Gerath Foundation Tr reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets).
What is Gerald and Claire Gerath Foundation Tr's EIN?
Gerald and Claire Gerath Foundation Tr's EIN (Employer Identification Number) is 26-6648184. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 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 August 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Gerald and Claire Gerath Foundation Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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