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.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 include Butler Hospital ($50,000), American Heart Association ($25,000), Cure Alzheimer's Fund ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A WISH COME TRUE INC COVENTRY, RI | CHARITABLE | $10,000 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | CHARITABLE | $25,000 |
| AMOS HOUSE PROVIDENCE, RI | CHARITABLE | $5,000 |
| BRAIN INJURY ASSOCIATION OF RI EAST PROVIDENCE, RI | CHARITABLE | $2,000 |
| BUTLER HOSPITAL PROVIDENCE, RI | CHARITABLE | $50,000 |
| CAMP JORI WAKEFIELD, RI | CHARITABLE | $5,000 |
| CLASSICAL HIGH SCHOOL PROVIDENCE, RI | CHARITABLE | $2,500 |
| COVENTRY LUMBER CHARITABLE COVENTRY, RI | CHARITABLE | $3,000 |
| CURE ALZHEIMER'S FUND WELLESLEY HILLS, MA | CHARITABLE | $25,000 |
| ERICA DEBERARDIS MEMORIAL CHARITY NORTH KINGSTOWN, RI | CHARITABLE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Gertz Family Charitable Foundation'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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