Gerson Family Charitable Trust
Gerson Family Charitable Trust is a private foundation based in Cincinnati, Ohio. Established in 2022, it is classified as a 501(c)(3) charitable organization and named trust. The organization has been tax-exempt since March 2022.
Key facts about Gerson Family Charitable Trust
- EIN
- 87-2393101
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $195,550
- Grants made (2024)
- 34
- Average grant
- $5,751
- Median grant
- $5,000
- Total assets
- $877,296
- Primary geography
- Ohio (69% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Gerson Family Charitable Trust funds
By grant dollars, the top recipient states for Gerson Family Charitable Trust's 34 itemized 2024 grants were Ohio (69%), New York (17%) and Massachusetts (5%). The most frequent recipient cities were Cincinnati, OH (14 grants), New York, NY (8 grants), Oak Harbor, OH (2 grants) and Boston, MA (2 grants). 94% of grants with a stated purpose were for general or operating support.
How Gerson Family Charitable Trust gives
- 50% of 2024 grantees were also funded in 2023. Method
- Giving grew 66% from 2021 to 2024. Method
- In 2023 it paid out 519% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Gerson Family Charitable Trust
- How to evaluate Gerson Family Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$877K
+36.0% YoY
Annual Giving
$196K
-6.2% YoY
Grant Count
34
+61.9% YoY
Avg Grant Size
$6K
-42.1% YoY
Under IRS private-foundation payout rules, Gerson Family Charitable Trust reported a distributable amount of $84K for 2024 — the minimum it must pay out in qualifying distributions.
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Geographic Focus
Where this funder awards grants
The foundation operates in Cincinnati, Ohio and the surrounding region.
Grant Distribution by State
Share of all 34 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Fiscal Year 2024:
- Total Revenue: $438,882
- Total Expenses: $10,893
- Net Income: $427,989
- Total Assets: $877,296
- Net Liabilities: $0
Revenue Composition (FY 2024):
- Sales of Assets: $406,367 (92.6%)
- Interest Revenue: $16,940 (3.9%)
- Dividends: $15,575 (3.5%)
- Contributions Received: $0
Notable Expenses (FY 2024):
- Charitable Disbursements: $0
- Officer Compensation: $0
The foundation reported total giving of $208,584 in recent activity, appearing among Cincinnati-area foundations supporting various cause areas including bird sanctuaries and single organization support.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $877,296 | $644,857 | $1,445,744 |
| Revenue | $438,882 | $475,687 | $53,924 |
| Expenses | $10,893 | $213,789 | $7,971 |
| Qualifying Distributions | — | $417,168 | $126,900 |
| Net Investment Income | $425,497 | $470,482 | $45,953 |
| Distributable Amount | $83,726 | $80,324 | $82,663 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Friday Night Shabbat ($30,000 across 2 grants), Friday Night Chabad ($20,000), Adath Israel Congragation ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIDAY NIGHT CHABAD Cincinnati, OH | GENERAL SUPPORT | $20,000 |
| FRIDAY NIGHT SHABBAT Cincinnati, OH | GENERAL FUND | $20,000 |
| ADATH ISRAEL CONGRAGATION Cincinnati, OH | GENERAL SUPPORT | $15,000 |
| CHABAD AT UC Cincinnati, OH | GENERAL SUPPORT | $10,000 |
| BLACK SWAMP CONSERVANCY Oak Harbor, OH | GERERAL FUND | $10,000 |
| BLACK SWAMP BIRD OBSERVATORY Oak Harbor, OH | GENERAL FUND | $10,000 |
| FRIDAY NIGHT SHABBAT Cincinnati, OH | GENERAL SUPPORT | $10,000 |
| HILLEL JEWISH STUDENT CENTER Cincinnati, OH | GENERAL SUPPORT | $6,000 |
| JEWISH FEDERATION FO CINCINNATI Cincinnati, OH | GENERAL SUPPORT | $6,000 |
| JEWISH FEDERATION OF CINCINNATI Cincinnati, OH | GENERAL FUND | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Shelly Shor Gerson | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
Where does Gerson Family Charitable Trust make grants?
The foundation operates in Cincinnati, Ohio and the surrounding region.
What size grants does Gerson Family Charitable Trust award?
In 2024, Gerson Family Charitable Trust awarded 34 grants totaling $196K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Gerson Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gerson Family Charitable Trust reported a distributable amount of $84K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Gerson Family Charitable Trust's EIN?
Gerson Family Charitable Trust's EIN (Employer Identification Number) is 87-2393101. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.