Sumner Gerard Foundation

NEW YORK, NY EIN: 13-6155552

The Sumner Gerard Foundation is a private non-operating foundation established in 1963 in Delaware and based in New York City. The organization holds 501(c)(3) tax-exempt status and is designated for religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition, or the prevention of cruelty to children or animals purposes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-1.2% YoY

Annual Giving

$209K

+6.9% YoY

Grant Count

+4.5% YoY

Avg Grant Size

$3K

+2.3% YoY

Under IRS private-foundation payout rules, Sumner Gerard Foundation reported a distributable amount of $204K for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation's activities include school-related activities and making gifts, grants, or loans to other organizations. It is classified as both a charitable and educational organization.

Grantmaking

The foundation makes grants and loans to other organizations as part of its charitable mission. The foundation operates as a non-operating private foundation.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $349K (57%)

Connecticut $119K (19%)

New Jersey $42K (7%)

Massachusetts $23K (4%)

Virginia $22K (4%)

California $15K (2%)

District of Columbia $12K (2%)

North Carolina $8K (1%)

+7 more states

States

California Connecticut District of Columbia Florida Illinois Massachusetts Maryland Minnesota North Carolina New Jersey New York Pennsylvania Texas Virginia Washington

Cities

AlbanyArlingtonAustinAvonBostonBronxCambridgeCarlisleChapel HillCharlottesvilleClintonCoronadoFar HillsFinlandFort PierceFrederickGarrisonGhentHoustonLexington

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending April 2024:

Total Assets: $3,270,480
Revenue: $218,353
Expenses: $258,417
Net Income: -$40,064
Total Liabilities: $0

Contributions Received: $0 (as of 2024 filing)

The foundation's assets fall within the $1,000,000 to $4,999,999 range based on historical filings.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,270,480	$3,310,544	$3,444,994
Revenue	$218,353	$113,166	$531,608
Expenses	$258,417	$247,616	$258,417
Qualifying Distributions	$258,417	$247,616	$258,417
Net Investment Income	$218,353	$113,166	$531,608
Distributable Amount	$203,871	$196,725	$227,050

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 2024

Grant Size Distribution

200 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Friends of Raynham Hall Inc ($28,500), American Mural Project ($8,400), The Kennedy Center ($6,400).

Recipient	Purpose	Amount
1014 INC NEW YORK, NY	FOR GERMAN ACADEMY	$2,500
AMERICAN CATHEDRAL PARIS FOUNDATION CHAPEL HILL, NC	UNRESTRICTED	$5,000
AMERICAN COUNCIL ON GERMANY NEW YORK, NY	UNRESTRICTED	$1,000
AMERICAN FRIENDS OF BLERANCOURT NEW YORK, NY	UNRESTRICTED	$3,000
AMERICAN OVERSEAS MEMORIAL DAY ASSN NEW YORK, NY	UNRESTRICTED	$5,000
INTL PATRONS OF DUOMO DI MILANO NEW YORK, NY	UNRESTRICTED	$5,000
SALISBURY SCHOOL SALISBURY, CT	CHAPEL RENOVATION	$2,000
SOCIETY OF CINCINNATI WASHINGTON, DC	UNRESTRICTED	$1,000
ARMY HERITAGE FOUNDATION CARLISLE, PA	UNRESTRICTED	$2,000
FOUNDATION FOR CULTURAL REVIEW NEW YORK, NY	UNRESTRICTED	$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HARRIET GERARD	VICE PRESIDENT	—	—
CHRISTOPHER GERARD	PRESIDENT	0.5	—
JAMES GERARD	VICE PRESIDENT	—	—
JENNY GERARD	VICE PRESIDENT	—	—
AMANDA BALDWIN	VICE PRESIDENT	—	—
ALAN POTTER	SECRETARY	—	—

Location & Contact

Address: 1251 Avenue of the Americas, Floor 42, New York, NY 10020-1104

Phone: 212-278-1362

EIN: 13-6155552

Tax-Exempt Status: June 1964

Frequently Asked Questions

What does Sumner Gerard Foundation fund?

The foundation's activities include school-related activities and making gifts, grants, or loans to other organizations. It is classified as both a charitable and educational organization.

How do I apply for a grant from Sumner Gerard Foundation?

The foundation makes grants and loans to other organizations as part of its charitable mission. The foundation operates as a non-operating private foundation.

What size grants does Sumner Gerard Foundation award?

In 2024, Sumner Gerard Foundation awarded 70 grants totaling $209K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Sumner Gerard Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sumner Gerard Foundation reported a distributable amount of $204K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.