Gertz Family Charitable Foundation
Gertz Family Charitable Foundation is a private foundation based in Lakewood Ranch, Florida. In filing year 2025, it reported 21 grants totaling $245,050 to charitable organizations.
Gertz Family Charitable Foundation at a glance
In short: Gertz Family Charitable Foundation gave $245K across 21 grants in 2025 (avg $12K), mostly in Rhode Island. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $245,050
- +6.7% vs 2024
- Grants made (2025)
- 21
- +10.5% vs 2024
- Average grant
- $11,669
- -3.4% vs 2024
- Median grant
- $5,000
- Total assets
- $3,704,693
- +2.2% vs 2024
- New grantees (estimate)
- 19% first-time grantees (4 of 21, 2025; small sample)
- Primary geography
- Rhode Island (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Gertz Family Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7331 Greystone Street, Lakewood Ranch, FL 34202
Phone: (401) 862-7272
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Gertz Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Butler Hospital ($50K). Together the top 10 received $211K.
Grant Size Distribution
95 grants across all recorded years
The most common grant size was under $50K: 92 grants of 95 (97%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went primarily to recipients in Rhode Island (51%), followed by Texas (15%), Illinois (10%), Tennessee (10%), and Florida (7%). The listed 2025 grants also included recipients in Oklahoma and New York.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
Is Gertz Family Charitable Foundation open to new grantees?
19%
first-time grantees, 2025
In 2025, 4 of 21 grantees (19%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $8K; repeat grants $13K. How we count
Medians: $3K first-time, $8K repeat.
- 76% of 2025 grantees were also funded in 2024. Method
- Giving grew 106% from 2022 to 2025. Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $48K (2020) to $245K (2025). In 2025 it made 21 grants totaling $245K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Butler Hospital Providence, RI | Charitable | $50,000 |
| Alzheimer's Association Chicago, IL | Charitable | $25,000 |
| American Heart Association Dallas, TX | Charitable | $25,000 |
| St Jude Childrens Hospital Memphis, TN | Charitable | $25,000 |
| University of RI Foundation Kingston, RI | Charitable | $25,000 |
| A Wish Come True Inc Coventry, RI | Charitable | $16,200 |
| Shriners Hospital Tampa, FL | Charitable | $15,000 |
| Susan G Komen for the Cure Dallas, TX | Charitable | $12,000 |
| Folds of Honor Owasso, OK | Charitable | $10,000 |
| Brain Injury Association of RI East Providence, RI | Charitable | $7,750 |
Ready to take the next step with Gertz Family Charitable Foundation?
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 | $3,704,693 | $301,543 | $260,369 | $245,050 | 21 | $245,050 | $288,724 | $248,357 |
| 2024 | $3,623,299 | $265,375 | $263,173 | $229,560 | 19 | $229,560 | $253,523 | $234,506 |
| 2023 | $3,714,287 | $772,072 | $218,791 | $208,800 | 19 | $208,800 | $762,081 | $203,226 |
| 2022 | $3,054,720 | $2,069,821 | $127,395 | $118,750 | 13 | $118,750 | $48,046 | $120,669 |
| 2021 | $2,170,188 | $396,150 | $134,416 | $120,160 | 23 | $120,160 | $183,107 | $118,150 |
| 2020 | $1,909,564 | $24,745 | $65,852 | $48,398 | 15 | — | $86,977 | $89,368 |
Under IRS private-foundation payout rules, Gertz Family Charitable Foundation reported a distributable amount of $248K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2025 grants included organizations working in areas such as psychiatric care, heart health, support for children with life-threatening illnesses and their families, brain injury awareness, homelessness services, and youth development. These are grantees’ stated missions, not the foundation’s.
For example, Butler Hospital says it provides psychiatric treatment and contributes knowledge through education and research. A Wish Come True says it grants wishes and provides resources to families of children with life-threatening illnesses. Amos House describes its mission as helping people out of homelessness and poverty through services and programs.
Grantmaking
In filing year 2025, the foundation gave $245,050 through 21 grants. Grant amounts ranged from $250 to $50,000, with a median grant of $5,000.
Notable 2025 grants included $50,000 to Butler Hospital; $25,000 each to Alzheimer’s Association, American Heart Association, St Jude Children’s Hospital, and University of Rhode Island Foundation; $16,200 to A Wish Come True; $15,000 to Shriners Hospital; and $12,000 to Susan G. Komen for the Cure.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Barry Gertz and Sandra Gertz as trustees.
Gertz Family Charitable Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barry Gertz
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Sandra Gertz
Trustee
On filings since 2020
0.3 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 Gertz Family Charitable Foundation
How much does Gertz Family Charitable Foundation give each year?
Gertz Family Charitable Foundation gave $245K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $230K across 19 grants.
What is Gertz Family Charitable Foundation's typical grant size?
Gertz Family Charitable Foundation's median grant in 2025 was $5,000, and its average grant was $11,669, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Gertz Family Charitable Foundation that year got $8K on average.
Where does Gertz Family Charitable Foundation give grants?
Gertz Family Charitable Foundation gives mostly in Rhode Island: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (15%) and Illinois (10%). The most frequent recipient cities were Providence, RI (4 grants), Dallas, TX (2 grants), Coventry, RI (2 grants) and New York, NY (2 grants).
Does Gertz Family Charitable Foundation give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on Gertz Family Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (21 grants).
Who are Gertz Family Charitable Foundation's largest grantees?
Gertz Family Charitable Foundation's largest 2025 grantees include Butler Hospital ($50,000), Alzheimer's Association ($25,000) and American Heart Association ($25,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Gertz Family Charitable Foundation?
Gertz Family Charitable Foundation reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $245K in qualifying distributions that year, against a required minimum of $248K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Gertz Family Charitable Foundation fund?
The foundation’s own mission is not stated in the available information. See mission & focus areas ↑
How do I apply for a grant from Gertz Family Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Gertz Family Charitable Foundation's EIN?
Gertz Family Charitable Foundation's EIN (Employer Identification Number) is 83-3495897. IRS Form 990 filing data is available on this page for 2020–2025.
Does Gertz Family Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 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 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Explore Open Grants
Browse active grant opportunities in Gertz Family Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Gertz Family Charitable Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/gertz-family-charitable-foundation-morg_aff20ed077494e32b71472fd8c3a7c4c
BibTeX
@misc{grantable_833495897_2026,
author = {{Grantable}},
title = {{Gertz Family Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/gertz-family-charitable-foundation-morg_aff20ed077494e32b71472fd8c3a7c4c},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Gertz Family Charitable Foundation'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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