Judith Gerson Charitable Tr Ima

CLEVELAND, OH EIN: 91-2120410

Judith Gerson Charitable Tr Ima is a private foundation, based in CLEVELAND, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $334K in total assets. In 2024, it awarded 27 grants totaling $74K. Net investment income was $60K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$334K

-4.8% YoY

Annual Giving

$74K

-10.8% YoY

Grant Count

27

-3.6% YoY

Avg Grant Size

$3K

-7.5% YoY

Under IRS private-foundation payout rules, Judith Gerson Charitable Tr Ima reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

About Judith Gerson Charitable Tr Ima

Based on IRS filings

Judith Gerson Charitable Tr Ima is a private foundation, based in CLEVELAND, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $334K in total assets. In 2024, it awarded 27 grants totaling $74K. Net investment income was $60K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BeachwoodBenningtonClevelandCleveland HeightsHagerstownKentNew YorkOberlinPortlandWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$26K$52K$78K$104K20202021202220232024
Metric202420232022
Total Assets$333,987$350,752$372,854
Revenue$70,216$72,882$46,035
Expenses$86,792$94,912$86,681
Qualifying Distributions$75,663$84,748$75,777
Net Investment Income$60,299$63,267$35,497
Distributable Amount$36,078$34,997$38,500

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$62K$83K25 grants202028 grants202129 grants202228 grants202327 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

METRO HEALTH FOUNDATION …$10KNEW YORK CIVIL LIBERTIES…$6KACLU OF OHIO FOUNDATION$6KPLANNED PARENTHOOD - CLE…$5KPRETERM CLEVELAND INC$5KDOCTORS WITHOUT BORDERS …$5KGREATER CLEVELAND FOOD B…$5KBENNINGTON COLLEGE$4KIDEASTREAM PUBLIC MEDIA$3KAMERICAN RED CROSS$3K

Grant Size Distribution

137 grants across all recorded years

137<$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 include Metro Health Foundation Inc ($10,000), New York Civil Liberties Union ($5,500), Aclu of Ohio Foundation ($5,500).

RecipientPurposeAmount
NEW YORK CIVIL LIBERTIES UNION NEW YORK, NYGENERAL SUPPORT$5,500
WCLV FOUNDATION CLEVELAND, OHGENERAL SUPPORT$1,000
MUSEUM OF CONTEMPORARY ART CLEVELAND CLEVELAND, OHGENERAL SUPPORT$2,500
PLANNED PARENTHOOD - CLEVELAND CLEVELAND, OHGENERAL SUPPORT$5,000
GROUNDWORKS DANCE THEATER CLEVELAND HEIGHTS, OHGENERAL SUPPORT$1,000
GREATER CLEVELAND COMMUNITY SHARES CLEVELAND, OHGENERAL SUPPORT$1,000
PRETERM CLEVELAND INC CLEVELAND, OHGENERAL SUPPORT$5,000
APPLEWOOD CENTERS INC CLEVELAND, OHGENERAL SUPPORT$1,000
DOCTORS WITHOUT BORDERS USA HAGERSTOWN, MDGENERAL SUPPORT$5,000
CASE WESTERN RESERVE UNIVERSITY CLEVELAND, OHGENERAL SUPPORT$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
J TALBOT YOUNG JRCO-TRUSTEE1
JUDITH GERSONCO-TRUSTEE1

Frequently Asked Questions

How large is Judith Gerson Charitable Tr Ima?

As of 2024, Judith Gerson Charitable Tr Ima holds $334K in total assets with $70K in annual revenue. It awarded 27 grants totaling $74K in 2024.

Where does Judith Gerson Charitable Tr Ima operate?

Judith Gerson Charitable Tr Ima has awarded grants in District of Columbia, Maryland, Maine, New York, Ohio, Vermont.

What size grants does Judith Gerson Charitable Tr Ima award?

In 2024, Judith Gerson Charitable Tr Ima awarded 27 grants totaling $74K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Judith Gerson Charitable Tr Ima required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Judith Gerson Charitable Tr Ima reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Judith Gerson Charitable Tr Ima's EIN?

Judith Gerson Charitable Tr Ima's EIN (Employer Identification Number) is 91-2120410. IRS Form 990 filing data is available on this page for 2020–2024.

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

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