Sumner Gerard Foundation
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
70
+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.
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
States
Cities
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.
| 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.
What is Sumner Gerard Foundation's EIN?
Sumner Gerard Foundation's EIN (Employer Identification Number) is 13-6155552. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Sumner Gerard Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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