Gertz Family Charitable Foundation
Gertz Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lakewood Ranch, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 19 grants totaling $230K. Net investment income was $254K.
Key facts about Gertz Family Charitable Foundation
- EIN
- 83-3495897
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $229,560
- Grants made (2024)
- 19
- Average grant
- $12,082
- Median grant
- $10,000
- New grantees (estimate)
- 16% first-time grantees (3 of 19, 2024)
- Total assets
- $3,623,299
- Primary geography
- Rhode Island (51% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Gertz Family Charitable Foundation funds
By grant dollars, the top recipient states for Gertz Family Charitable Foundation's 19 itemized 2024 grants were Rhode Island (51%), Texas (20%) and Massachusetts (11%). The most frequent recipient cities were Providence, RI (3 grants), Dallas, TX (2 grants), Coventry, RI (2 grants) and Sarasota, FL (2 grants). None of its 19 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (19 grants).
Is Gertz Family Charitable Foundation open to new grantees?
16%
first-time grantees, 2024
In 2024, 3 of 19 grantees (16%) were first-time recipients. First grants averaged $8K; repeat grants $13K. How we count
Medians: $3K first-time, $10K repeat.
- 84% of 2024 grantees were also funded in 2023. Method
- Giving grew 91% from 2021 to 2024. Method
- In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). 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 Gertz Family Charitable Foundation
- How to evaluate Gertz Family Charitable Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
-2.4% YoY
Annual Giving
$230K
+9.9% YoY
Grant Count
19
+0.0% YoY
Avg Grant Size
$12K
+9.9% YoY
Under IRS private-foundation payout rules, Gertz Family Charitable Foundation reported a distributable amount of $235K for 2024 — the minimum it must pay out in qualifying distributions.
About Gertz Family Charitable Foundation
Based on IRS filings
Gertz Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lakewood Ranch, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 19 grants totaling $230K. Net investment income was $254K.
Focus Areas
Ready to take the next step with Gertz Family Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 19 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,623,299 | $3,714,287 | $3,054,720 |
| Revenue | $265,375 | $772,072 | $2,069,821 |
| Expenses | $263,173 | $218,791 | $127,395 |
| Qualifying Distributions | $229,560 | $208,800 | $118,750 |
| Net Investment Income | $253,523 | $762,081 | $48,046 |
| Distributable Amount | $234,506 | $203,226 | $120,669 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
89 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Butler Hospital ($50,000), American Heart Association ($25,000), Cure Alzheimer's Fund ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BUTLER HOSPITAL Providence, RI | CHARITABLE | $50,000 |
| AMERICAN HEART ASSOCIATION Dallas, TX | CHARITABLE | $25,000 |
| CURE ALZHEIMER'S FUND Wellesley Hills, MA | CHARITABLE | $25,000 |
| UNIVERSITY OF RI FOUNDATION Kingston, RI | CHARITABLE | $25,000 |
| SUSAN G KOMEN FOR THE CURE Dallas, TX | CHARITABLE | $20,000 |
| SHRINERS HOSPITAL Tampa, FL | CHARITABLE | $15,000 |
| ST JUDE CHILDRENS HOSPITAL Memphis, TN | CHARITABLE | $15,000 |
| A WISH COME TRUE INC Coventry, RI | CHARITABLE | $10,000 |
| FOLDS OF HONOR Owasso, OK | CHARITABLE | $10,000 |
| TEMPLE SINAI Cranston, RI | CHARITABLE | $10,000 |
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 |
|---|---|---|---|
| Barry Gertz | Trustee | 0.25 | — |
| Sandra Gertz | Trustee | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Gertz Family Charitable Foundation?
Gertz Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lakewood Ranch, FL. It holds $3.6M in total assets as of 2024.
How large is Gertz Family Charitable Foundation?
As of 2024, Gertz Family Charitable Foundation holds $3.6M in total assets with $265K in annual revenue. It awarded 19 grants totaling $230K in 2024.
Where does Gertz Family Charitable Foundation operate?
Gertz Family Charitable Foundation has awarded grants in District of Columbia, Florida, Indiana, Massachusetts, Maryland, New York, Oklahoma, Rhode Island, Tennessee, Texas.
What size grants does Gertz Family Charitable Foundation award?
In 2024, Gertz Family Charitable Foundation awarded 19 grants totaling $230K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Gertz Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gertz Family Charitable Foundation reported a distributable amount of $235K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.