Herman & Irene Gertz Foundation

Foundation · Grantmaker Muncie, IN EIN: 38-6153472

Herman & Irene Gertz Foundation is a nonprofit organization, based in Muncie, IN. IRS filing data is available from 2019 through 2024. In 2024, it awarded 18 grants totaling $55K.

Key facts about Herman & Irene Gertz Foundation

EIN
38-6153472
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$54,500
Grants made (2024)
18
Average grant
$3,028
Median grant
$2,000
New grantees (estimate)
28% first-time grantees (5 of 18, 2024)
Primary geography
Michigan (76% 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 Herman & Irene Gertz Foundation funds

By grant dollars, the top recipient states for Herman & Irene Gertz Foundation's 18 itemized 2024 grants were Michigan (76%), Florida (8%) and Illinois (7%). The most frequent recipient cities were Monroe, MI (4 grants), Millersburg, MI (4 grants), Brighton, MI (2 grants) and Fort Myers, FL (2 grants). None of its 18 grants with a stated purpose were described as general or operating support. Recurring purposes include "Health & Welfare" (5 grants), "Religious" (4 grants) and "Civic" (4 grants).

Is Herman & Irene Gertz Foundation open to new grantees?

28%

first-time grantees, 2024

In 2024, 5 of 18 grantees (28%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count

Medians: $2K first-time, $2K repeat.

  • 61% of 2024 grantees were also funded in 2023. Method
  • Giving fell 27% from 2021 to 2024. Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2024). 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 Herman & Irene Gertz Foundation

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$55K

-8.9% YoY

Grant Count

18

+5.9% YoY

Avg Grant Size

$3K

-13.9% YoY

About Herman & Irene Gertz Foundation

Based on IRS filings

Herman & Irene Gertz Foundation is a nonprofit organization, based in Muncie, IN. IRS filing data is available from 2019 through 2024. In 2024, it awarded 18 grants totaling $55K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 18 itemized 2024 grant dollars.

Cities

MonroeMillersburgBrightonFort MyersBattle CreekHagerstownDetroitAlpenaSan DiegoOnawayPontiacCarol StreamFranklinGaylordHastingsInterlochenSilver Spring

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$37K$56K$75K14 grants201914 grants202014 grants202120 grants202217 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Community Foundation of Monroe: $12KCommunity Foundation of Monroe$12KRiver Raisin Center for Arts: $6KRiver Raisin Center for Arts$6KMonroe County Historical Society: $6KMonroe County HistoricalSociety$6KTownship of Case: $5KTownship of Case$5KBrighton Assembly of God: $4KBrighton Assembly of God$4KAnn & Robert Lurie Children's: $4KAnn & Robert Lurie Children's$4KLee Health Foundation: $3KLee Health Foundation$3KMonroe Family YMCA: $3KMonroe Family YMCA$3KCiti Linc: $2KCiti Linc$2KFull Life Assembly of God: $2KFull Life Assembly of God$2K

Grant Size Distribution

83 grants across all recorded years

83<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Community Foundation of Monroe ($11,500), River Raisin Center for Arts ($5,750), Monroe County Historical Society ($5,750).

RecipientPurposeAmount
COMMUNITY FOUNDATION OF MONROE Monroe, MICOMMUNITY/CIVIC$11,500
RIVER RAISIN CENTER FOR ARTS Monroe, MICOMMUNITY/CIVIC$5,750
MONROE COUNTY HISTORICAL SOCIETY Monroe, MICOMMUNITY$5,750
TOWNSHIP OF CASE Millersburg, MICIVIC$4,500
BRIGHTON ASSEMBLY OF GOD Brighton, MIRELIGIOUS$4,000
ANN & ROBERT LURIE CHILDREN'S Carol Stream, ILHEALTH AND WELFARE$4,000
LEE HEALTH FOUNDATION Fort Myers, FLHEALTH & WELFARE$3,000
MONROE FAMILY YMCA Monroe, MIHEALTH & WELFARE$3,000
CITI LINC Battle Creek, MIHEALTH & WELFARE$2,000
FULL LIFE ASSEMBLY OF GOD Franklin, TNRELIGIOUS$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

First Merchants Bank — Trust Agent: $13KFirst Merchants BankTrust Agent$13K

From 2024 IRS filing

NameTitleHoursCompensation
Kimberly SmillieTrustee——
Keith FrankTrustee——
Christine GakenheimerTrustee——
First Merchants BankTrust Agent—$13,419

Frequently Asked Questions

Where does Herman & Irene Gertz Foundation operate?

Herman & Irene Gertz Foundation has awarded grants in California, Florida, Illinois, Maryland, Michigan, Ohio, Tennessee.

What size grants does Herman & Irene Gertz Foundation award?

In 2024, Herman & Irene Gertz Foundation awarded 18 grants totaling $55K — an average of about $3K per grant, based on its IRS Form 990 filings.

What is Herman & Irene Gertz Foundation's EIN?

Herman & Irene Gertz Foundation's EIN (Employer Identification Number) is 38-6153472. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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