Leopold R Gellert Family Trust
The Leopold R Gellert Family Trust is a private foundation based in New York, NY. Its 2025 filing reports grants to organizations including educational institutions, arts organizations, and community-service organizations.
Leopold R Gellert Family Trust at a glance
In short: Leopold R Gellert Family Trust gave $123K across 28 grants in 2025 (avg $4K), top state New York. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $122,500
- -19.1% vs 2024
- Grants made (2025)
- 28
- +12.0% vs 2024
- Average grant
- $4,375
- -27.8% vs 2024
- Median grant
- $2,000
- Total assets
- $838,625
- +10.0% vs 2024
- New grantees (estimate)
- 33% first-time grantees (9 of 27, 2025)
- Primary geography
- New York (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Leopold R Gellert Family Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 420 Lexington Ave Suite 805, New York, NY 10170
Phone: (212) 599-3620
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Leopold R Gellert Family Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Weston Theater Company ($30K across 2 grants). Together the top 10 received $103K.
Grant Size Distribution
133 grants across all recorded years
The most common grant size was under $50K: 130 grants of 133 (98%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars by recipient state went to New York (25%), Vermont (24%), Washington (13%), Massachusetts (12%), and Pennsylvania (11%). The trust also reported grants to recipients in other states, including Maine and New Jersey.
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
States
Cities
Is Leopold R Gellert Family Trust open to new grantees?
33%
first-time grantees, 2025
In 2025, 9 of 27 grantees (33%) were first-time recipients. First grants averaged $4K; repeat grants $5K. How we count
Medians: $2K first-time, $2K repeat.
- 56% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 182% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $123K (2025) to $228K (2021). In 2025 it made 28 grants totaling $123K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Weston Theater Company Weston, VT | General | $20,000 |
| Gonzaga University Spokane, WA | General | $15,000 |
| Hudson Hall Hudson, NY | General | $10,000 |
| Radcliffe Institute for Advanced Study Cambridge, MA | General | $10,000 |
| The Shefa School New York, NY | General | $10,000 |
| Weston Theater Company Weston, VT | General | $10,000 |
| Bryn Mawr College Bryn Mawr, PA | General | $7,500 |
| Bates College Lewiston, ME | General | $5,000 |
| Marlboro Music Philadelphia, PA | General | $5,000 |
| MIT Sloan School of Management Cambridge, MA | General | $5,000 |
Ready to take the next step with Leopold R Gellert Family Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $838,625 | $266,936 | $142,369 | $122,500 | 28 | $125,104 | $181,823 | $68,819 |
| 2024 | $762,677 | $161,541 | $171,845 | $151,500 | 25 | $151,500 | $150,170 | $63,287 |
| 2023 | $791,648 | $79,771 | $214,094 | $196,550 | 25 | $196,550 | $65,740 | $64,384 |
| 2022 | $925,971 | $409,519 | $150,017 | $125,550 | 30 | $125,550 | $140,892 | $76,603 |
| 2021 | $750,973 | $152,108 | $246,112 | $228,250 | 25 | — | $137,834 | $63,764 |
| 2020 | $834,893 | $275,448 | $158,868 | $140,000 | 31 | — | $260,675 | $62,014 |
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 September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included colleges and universities, arts organizations, and organizations working in community services. For example, Gage Academy of Art describes its mission as educating, enriching, and transforming its community through visual arts. Hamptons Community Outreach says it works to meet basic needs and create opportunities for marginalized neighbors.
Grantmaking
In 2025, the trust reported 28 grants totaling $122,500. Grant amounts ranged from $500 to $20,000, with a median of $2,000. Recipients included Weston Theater Company ($20,000 and $10,000), Gonzaga University ($15,000), Hudson Hall ($10,000), Radcliffe Institute for Advanced Study ($10,000), and The Shefa School ($10,000). Other recipients included Rutgers University Foundation ($5,000), Gage Academy of Art ($1,000), Hamptons Community Outreach ($750), The Frick Collection ($500), and Volunteers in Asia ($500).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert J Gellert, Donald N Gellert, David B Spohngellert, and Hugh McLoughlin as part-time trustees.
Leopold R Gellert Family Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
David B. Spohngellert
Trustee & Part-Time
On filings since 2020
No compensation reported
Donald N. Gellert
Trustee & Part-Time
On filings since 2020
No compensation reported
Hugh McLoughlin
Trustee & Part-Time
On filings since 2020
No compensation reported
Robert J. Gellert
Trustee & Part-Time
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Leopold R Gellert Family Trust
How much does Leopold R Gellert Family Trust give each year?
Leopold R Gellert Family Trust gave $123K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $152K across 25 grants.
What is Leopold R Gellert Family Trust's typical grant size?
Leopold R Gellert Family Trust's median grant in 2025 was $2,000, and its average grant was $4,375, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Leopold R Gellert Family Trust that year got $4K on average.
Where does Leopold R Gellert Family Trust give grants?
Leopold R Gellert Family Trust's top state is New York, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Vermont (24%) and Washington (13%). The most frequent recipient cities were New York, NY (9 grants), Weston, VT (2 grants), Cambridge, MA (2 grants) and Philadelphia, PA (2 grants).
Does Leopold R Gellert Family Trust give general operating support?
Yes: 96% of Leopold R Gellert Family Trust's 2025 grants with a stated purpose (27 of 28) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Leopold R Gellert Family Trust's largest grantees?
Leopold R Gellert Family Trust's largest 2025 grantees include Weston Theater Company ($30,000 across 2 grants), Gonzaga University ($15,000) and Hudson Hall ($10,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is Leopold R Gellert Family Trust?
Leopold R Gellert Family Trust reported $839K in total assets on its 2025 IRS Form 990-PF. It paid out $125K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets).
What does Leopold R Gellert Family Trust fund?
No mission statement for the trust is provided. Its 2025 grants included colleges and universities, arts organizations, and organizations working in community services. For example, Gage Academy of Art describes its mission as educating, enriching, and transforming its community through visual arts. See mission & focus areas ↑
How do I apply for a grant from Leopold R Gellert Family Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Leopold R Gellert Family Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Leopold R Gellert Family Trust funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/leopold-r-gellert-family-trust-morg_9dcc97c659bf48e09662134b60aa89bf
BibTeX
@misc{grantable_136085289_2026,
author = {{Grantable}},
title = {{Leopold R Gellert Family Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/leopold-r-gellert-family-trust-morg_9dcc97c659bf48e09662134b60aa89bf},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Leopold R Gellert Family Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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