Michael E Gellert Trust

Private foundation · Grantmaker New York, NY EIN: 13-6093842

The Michael E Gellert Trust is a private foundation based in New York, NY. Its filings list grants to charitable organizations in Utah, New York, and Massachusetts.

Michael E Gellert Trust at a glance

In short: Michael E Gellert Trust gave $510K across 6 grants in 2025 (avg $85K), mostly in Utah. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$510,000
+44.9% vs 2024
Grants made (2025)
6
-40.0% vs 2024
Average grant
$85,000
+141.5% vs 2024
Median grant
$42,500
Total assets
$6,473,363
-4.9% vs 2024
Primary geography
Utah (70% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

How to apply to Michael E Gellert 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 Michael E Gellert Trust funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

The Waterford School: $325KThe Waterford School$325KChamber Music Society of Lincoln Center: $62KChamber Music Society ofLincoln Center$62KHarvard University: $50KHarvard University$50KSundance Institute: $35KSundance Institute$35KBallet West: $33KBallet West$33KRadcliffe Institute for Advanced Study: $5KRadcliffe Institute forAdvanced Study$5K

The largest 2025 recipient was The Waterford School ($325K). Together the top 6 received $510K.

Grant Size Distribution

43 grants across all recorded years

25<$50K9$50–100K3$100–250K4$250–500K2$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 43 (58%).

Geographic Focus

Where this funder awards grants

In 2025, grant dollars were distributed among recipients in Utah (70%), New York (19%), and Massachusetts (11%).

Grant Distribution by State

6states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

New YorkCambridgeConcordSandyBrooklynKatonahLouisvilleSalt Lake CityPhiladelphiaMassachussets

How Michael E Gellert Trust gives

  • Giving fell 50% from 2022 to 2025. Method
  • In 2025 it paid out 157% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M14 grants2019 13 grants2020 11 grants2021 8 grants2022 8 grants2023 10 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $352K (2024) to $1.2M (2021). In 2025 it made 6 grants totaling $510K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Waterford School Sandy, UTGeneral$325,000
Chamber Music Society of Lincoln Center New York, NYGeneral$62,000
Harvard University Cambridge, MAGeneral$50,000
Sundance Institute New York, NYGeneral$35,000
Ballet West Salt Lake City, UTGeneral$33,000
Radcliffe Institute for Advanced Study Cambridge, MAGeneral$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$6,473,363$257,766$590,498$510,0006$521,593$255,320$331,383
2024$6,806,095$324,943$412,152$352,00010$361,014$324,943$338,669
2023$6,893,304$143,795$730,181$619,5008$632,173$143,795$361,581
2022$7,479,690$5,528,178$1,107,517$1,015,0008$1,029,170$3,314,346$326,372
2021$3,059,029$2,150,175$1,272,723$1,213,50011—$2,150,175$347,092
2020$2,181,577$6,385$574,017$529,25013—$6,385$348,501
2019$2,749,209$30,911$1,152,929$1,100,45014—$30,911$402,610

Under IRS private-foundation payout rules, Michael E Gellert Trust reported a distributable amount of $331K 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

The trust’s listed recipients include a ballet company, a school, universities and research institutes, a chamber music organization, and a film institute. Ballet West describes its mission as inspiring and empowering a broad community locally and globally through exposure, training, and education in the art of ballet.

Grantmaking

In 2025, the trust gave $510,000 through 6 grants. Grant amounts ranged from $5,000 to $325,000, with a median of $42,500. The listed grants were:

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists David B Spohngellert, John M Gellert, and Catherine A Gellert as trustees.

Michael E Gellert Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Catherine A. Gellert

    Trustee

    On filings since 2019

    No compensation reported

  • David B. Spohngellert

    Trustee

    On filings since 2019

    No compensation reported

  • John M. Gellert

    Trustee

    On filings since 2019

    No compensation reported

Former officers (2)
  • Former: Michael E. Gellert Dec'd (2021) — Trustee
  • Former: Michael E. Gellert (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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 Michael E Gellert Trust

How much does Michael E Gellert Trust give each year?

Michael E Gellert Trust gave $510K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $352K across 10 grants.

What is Michael E Gellert Trust's typical grant size?

Michael E Gellert Trust's median grant in 2025 was $42,500, and its average grant was $85,000, across 6 grants on its 2025 IRS Form 990-PF.

Where does Michael E Gellert Trust give grants?

Michael E Gellert Trust gives mostly in Utah: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (19%) and Massachusetts (11%). The most frequent recipient cities were New York, NY (2 grants) and Cambridge, MA (2 grants).

Does Michael E Gellert Trust give general operating support?

Yes: 100% of Michael E Gellert Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Michael E Gellert Trust's largest grantees?

Michael E Gellert Trust's largest 2025 grantees include The Waterford School ($325,000), Chamber Music Society of Lincoln Center ($62,000) and Harvard University ($50,000), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.

How large is Michael E Gellert Trust?

Michael E Gellert Trust reported $6.5M in total assets on its 2025 IRS Form 990-PF. It paid out $522K in qualifying distributions that year, against a required minimum of $331K (roughly 5% of its investment assets).

What does Michael E Gellert Trust fund?

The trust’s listed recipients include a ballet company, a school, universities and research institutes, a chamber music organization, and a film institute. See mission & focus areas ↑

How do I apply for a grant from Michael E Gellert 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 Michael E Gellert Trust's EIN?

Michael E Gellert Trust's EIN (Employer Identification Number) is 13-6093842. IRS Form 990 filing data is available on this page for 2019–2025.

Does Michael E Gellert Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS December 12, 2019)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 23, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 23, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 29, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 15, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 28, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Michael E Gellert 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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