Leopold R Gellert Family Trust

NEW YORK, NY EIN: 13-6085289

Leopold R Gellert Family Trust is a private foundation based in New York, NY, established in 1963. The foundation operates with no staff and focuses on philanthropic giving across multiple sectors including education, arts, and culture.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$839K

+10.0% YoY

Annual Giving

$123K

-19.1% YoY

Grant Count

+12.0% YoY

Avg Grant Size

$4K

-27.8% YoY

Under IRS private-foundation payout rules, Leopold R Gellert Family Trust reported a distributable amount of $69K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The foundation makes grants to a diverse range of organizations. Recent grants documented include:

Grant Range

s range from $11,000 to $20,000 based on available records.

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Geographic Focus

Where this funder awards grants

The foundation supports organizations primarily in New York and nationally, with documented grants to institutions in New York state as well as national organizations.

Grant Distribution by State

New York $279K (34%)

Pennsylvania $153K (19%)

Massachusetts $135K (16%)

Washington $92K (11%)

Vermont $91K (11%)

California $21K (2%)

New Jersey $20K (2%)

Maine $16K (2%)

+6 more states

States

Alabama California District of Columbia Massachusetts Maine Michigan Minnesota New Jersey New York Pennsylvania South Carolina Tennessee Vermont Washington

Cities

BellevueBridgehamptonBryn MawrBurlingtonCambridgeDetroitFairless HillsHudsonKatonahKnoxvilleLa ConnerLewistonLondonderryManchesterMontgomeryMount KiscoMt VernonNew BrunswickNew YorkOcean Grove

Financial History

Multi-year comparison from IRS filings

Fiscal Year Ending May 2024:

Total Assets: $762,677
Total Revenues: $161,541
Total Expenses: $171,845
Investment Income & Dividends: $26,036
Net Gain from Sale of Non-Inventory Assets: $134,964

Fiscal Year Ending May 2023:

Investment Income & Dividends: $24,145
Net Gain from Sale of Non-Inventory Assets: $54,756

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$838,625	$762,677	$791,648
Revenue	$266,936	$161,541	$79,771
Expenses	$142,369	$171,845	$214,094
Qualifying Distributions	$125,104	$151,500	$196,550
Net Investment Income	$181,823	$150,170	$65,740
Distributable Amount	$68,819	$63,287	$64,384

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 2025

Grant Size Distribution

133 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Weston Theater Company ($20,000), Gonzaga University ($15,000), Hudson Hall ($10,000).

Recipient	Purpose	Amount
BATES COLLEGE LEWISTON, ME	GENERAL	$5,000
BIDAWEE WANTAGH, NY	GENERAL	$750
BRYN MAWR COLLEGE BRYN MAWR, PA	GENERAL	$7,500
COLBY COLLEGE WATERVILLE, ME	GENERAL	$3,500
DOCTORS WITHOUT BORDERS NEW YORK, NY	GENERAL	$1,000
GAGE ACADEMY OF ART SEATTLE, WA	GENERAL	$1,000
GONZAGA UNIVERSITY SPOKANE, WA	GENERAL	$15,000
HAMPTONS COMMUNITY OUTREACH BRIDGEHAMPTON, NY	GENERAL	$750
HUDSON HALL HUDSON, NY	GENERAL	$10,000
MARLBORO MUSIC PHILADELPHIA, PA	GENERAL	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
ROBERT J GELLERT	TRUSTEE, PART-TIME	—	—
DONALD N GELLERT	TRUSTEE, PART-TIME	—	—
DAVID B SPOHNGELLERT	TRUSTEE, PART-TIME	—	—
HUGH MCLOUGHLIN	TRUSTEE, PART-TIME	—	—

Recent News & Activity

Recent developments and announcements

The foundation has been active in supporting educational institutions, with a notable $2.2 million grant to Archbishop Riordan High School documented in recent years.

Riordan Receives $2.2M Grant from Gellert Foundation - Archbishop Riordan

Frequently Asked Questions

How do I apply for a grant from Leopold R Gellert Family Trust?

The foundation makes grants to a diverse range of organizations. Recent grants documented include: • **Gonzaga University** — $20,000 (2024) • **Manhattan Theatre Club** — $20,000 (2024) • **Music Conservatory of Westchester** — $11,000 (2024) The foundation distributed approximately $159,750 in grants across 21 organizations in its most recent fiscal year (ending May 2024). Grant sizes range from $11,000 to $20,000 based on available records.

Where does Leopold R Gellert Family Trust make grants?

The foundation supports organizations primarily in New York and nationally, with documented grants to institutions in New York state as well as national organizations.

What size grants does Leopold R Gellert Family Trust award?

In 2025, Leopold R Gellert Family Trust awarded 28 grants totaling $123K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Leopold R Gellert Family Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Leopold R Gellert Family Trust reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Leopold R Gellert Family Trust's EIN?

Leopold R Gellert Family Trust's EIN (Employer Identification Number) is 13-6085289. IRS Form 990 filing data is available on this page for 2020–2025.