Gerson Family Charitable Trust
Gerson Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $877K in total assets. In 2024, it awarded 34 grants totaling $196K. Net investment income was $425K.
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.
About Gerson Family Charitable Trust
Based on IRS filings
Gerson Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $877K in total assets. In 2024, it awarded 34 grants totaling $196K. Net investment income was $425K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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 include Friday Night Chabad ($20,000), Friday Night Shabbat ($20,000), Adath Israel Congragation ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADATH ISRAEL CONGRAGATION CINCINNATI, OH | GENERAL SUPPORT | $15,000 |
| HADASSAH MEDICAL RELIEF NEW YORK, NY | GENERAL SUPPORT | $5,000 |
| UC FOUNDATION CINCINNATI, OH | GENERAL SUPPORT | $5,000 |
| AFMDA NEW YORK, NY | GENERAL SUPPORT | $5,000 |
| CAMERA BOSTON, MA | GENERAL SUPPORT | $5,000 |
| CHABAD AT UC CINCINNATI, OH | GENERAL SUPPORT | $10,000 |
| TABLET MAGAZINE NEXT BOOK INC NEW YORK, NY | GENERAL SUPPORT | $3,000 |
| HILLEL JEWISH STUDENT CENTER CINCINNATI, OH | GENERAL SUPPORT | $6,000 |
| CHABAD JEWISH CENTER CINCINNATI, OH | GENERAL SUPPORT | $4,000 |
| JEWISH FEDERATION FO CINCINNATI CINCINNATI, OH | GENERAL SUPPORT | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHELLY SHOR GERSON | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Gerson Family Charitable Trust?
Gerson Family Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $877K in total assets as of 2024.
How large is Gerson Family Charitable Trust?
As of 2024, Gerson Family Charitable Trust holds $877K in total assets with $439K in annual revenue. It awarded 34 grants totaling $196K in 2024.
Where does Gerson Family Charitable Trust operate?
Gerson Family Charitable Trust has awarded grants in District of Columbia, Florida, Massachusetts, Minnesota, New Jersey, New York, Ohio, Oregon.
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.
Explore Open Grants
Browse active grant opportunities in Gerson Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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