The Carl Gellert and Celia Berta Gellert logo

The Carl Gellert and Celia Berta Gellert

SAN FRANCISCO, CA EIN: 94-6062858 Website

The Carl Gellert and Celia Berta Gellert Foundation is a private foundation incorporated in California in 1958 and granted tax-exempt status in February 1960. Based in the San Francisco Bay Area, the foundation has operated as an independent foundation dedicated to supporting community-based organizations and Catholic schools throughout the region.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$363K

-99.0% YoY

Grant Count

7

-83.3% YoY

Avg Grant Size

$52K

-93.7% YoY

Under IRS private-foundation payout rules, The Carl Gellert and Celia Berta Gellert reported a distributable amount of $3K for 2023 — 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 mission is to promote exclusively religious, charitable, scientific, literary, and educational purposes, with a particular emphasis on supporting community-based organizations and Catholic schools that strengthen the Bay Area and serve those in need.

Primary funding focus areas include:

  • Education
  • Religious organizations
  • Science and STEM education
  • Human services
  • Philanthropy and voluntarism

The foundation has demonstrated a strong commitment to Catholic education and Jesuit institutions, as well as support for first-generation college students accessing higher education.

Grantmaking

Typical grant awards have ranged from $5,000 to $4,750,000. Recent major grants include:

Grant Range

s and Patterns:**

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in California, with particular emphasis on the Bay Area and its nine surrounding counties. The foundation has historically supported institutions throughout the Greater Bay Area region.

Grant Distribution by State

3states

Cities

AlamedaBelmontBerkeleyBurlingameColmaConcordDaly CityEast Palo AltoFreemontFremontGwynedd ValleyHalf Moon BayHaywardLos AltosLos GatosMenlo ParkMilbraeMillbraeMilpitasMoraga

Financial History

Multi-year comparison from IRS filings

Most Recent Data (2023):

  • Total assets: $0
  • Total giving: $363,067
  • Revenue: −$34.5k
  • Expenses: $527k
  • Total liabilities: $0

Historical Context: The foundation has maintained significant assets and annual giving capacity throughout its operational history, with the ability to make grants ranging into the millions of dollars.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$19M$29M$39M2020202120222023
Metric202320222021
Total Assets$561,574$35,615,259
Revenue$-34,535$115,248$8,606,084
Expenses$527,039$35,168,755$9,971,213
Qualifying Distributions$455,376$34,882,285$9,425,463
Net Investment Income$140,204$8,273,249
Distributable Amount$2,753$86,602$2,233,422

Giving Over Time

Total grant dollars and number of grants per year

$0$9M$17M$26M$35M96 grants2020121 grants202142 grants20227 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2023

ST PHILIP'S SCHOOL$100KOUR LADY OF PERPETUAL HE…$50KSAINT CECILIA ELEMENTARY…$50KSAINT CHARLES ELEMENTARY…$50KSAINT GABRIEL ELEMENTARY…$50KSAINT STEPHEN ELEMENTARY…$50KCATHOLIC CHARITIES CYO$13K

Grant Size Distribution

149 grants across all recorded years

88<$50K18$50–100K13$100–250K15$250–500K4$500K–1M11$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include St Philip's School ($100,000), Our Lady of Perpetual Help Elementary School ($50,000), Saint Cecilia Elementary School ($50,000).

RecipientPurposeAmount
CATHOLIC CHARITIES CYO SAN FRANCISCO, CACATHOLIC CHARITIES SENIOR SERVICES PROGRAMS AND CCCYO CAMP & RETREAT CENTER$13,067
OUR LADY OF PERPETUAL HELP ELEMENTARY SCHOOL DALY CITY, CASUNSET GRANT$50,000
SAINT CECILIA ELEMENTARY SCHOOL SAN FRANCISCO, CAST. CECILIA SCHOOL: SCIENCE LAB SPACE IMPLEMENTATION$50,000
SAINT CHARLES ELEMENTARY SCHOOL SAN CARLOS, CASUSTAINABILITY AND IMPROVEMENT FOR THE FUTURE$50,000
SAINT GABRIEL ELEMENTARY SCHOOL SAN FRANCISO, CASUNSET GRANT AWARD - INTERNET INFRASTRUCTURE UPGRADE$50,000
SAINT STEPHEN ELEMENTARY SCHOOL SAN FRANCISO, CASTRONGER TOGETHER"""" IN COUGAR COUNTRY$50,000
ST PHILIP'S SCHOOL SAN FRANCISCO, CAST. PHILIP'S SCHOOL CENTER FOR THE ARTS PROJECT$100,000

Leadership & Key People

Leadership team and compensation from IRS filings

Jack Fitzpatrick is listed as Principal Officer of the foundation.

Compensation Overview

From 2023 IRS filing

JOHN J FITZPATRICKSECRETARY/EXECUTIVE DIRECTOR$60KROBERT GRASSILLICHAIRMAN OF THE BOARD$3KMICHAEL KINGTREASURER$3KCHRISTINE WHELANDIRECTOR$3K

From 2023 filing

NameTitleHoursCompensation
ROBERT GRASSILLICHAIRMAN OF THE BOARD6$2,500
ANDREW CRESCIVICE-CHAIR OF THE BOARD6
MICHAEL KINGTREASURER6$2,500
JOHN J FITZPATRICKSECRETARY/EXECUTIVE DIRECTOR40$60,313
CHRISTINE WHELANDIRECTOR5$2,500
KEVIN FLYNNDIRECTOR5

Recent News & Activity

Recent developments and announcements

2023

In February 2023, the foundation announced a major $4.25 million gift to the University of San Francisco. This gift was part of the foundation's decision to sunset its operations, with USF selected to receive a significant share of assets from the foundation's dissolution.

Riordan Receives $2.2M Grant from Gellert Foundation - Archbishop Riordan
2014

Over the past 40 years, the foundation provided generous scholarship funding to support first-generation students accessing Jesuit education. Between 2014 and 2023, the foundation and USF awarded scholarships to more than 37 first-generation students, with awards ranging from $5,000 to $10,000 each.

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

The foundation has maintained a long-standing legacy of support at Archbishop Riordan High School, with over $2 million in total support since 1991, including naming recognition for the Athletic Complex and the Ministry and Technology Center.

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

Frequently Asked Questions

What does The Carl Gellert and Celia Berta Gellert fund?

The foundation's mission is to promote exclusively religious, charitable, scientific, literary, and educational purposes, with a particular emphasis on supporting community-based organizations and Catholic schools that strengthen the Bay Area and serve those in need. Primary funding focus areas include: • Education • Religious organizations • Science and STEM education • Human services • Philanthropy and voluntarism The foundation has demonstrated a strong commitment to Catholic education and J…

How do I apply for a grant from The Carl Gellert and Celia Berta Gellert?

**Grant Sizes and Patterns:** Typical grant awards have ranged from $5,000 to $4,750,000. Recent major grants include: • $4.25 million to the University of San Francisco (2023) to support Bay Area students and the School of Management's Gellert Family Business Center • $2.225 million to Archbishop Riordan High School for campus renovation and expansion • $1.8 million to St. Anthony Foundation • Multiple grants to Mercy High School and St. Mary's College **Application Process:** The foundation m…

Where does The Carl Gellert and Celia Berta Gellert make grants?

The foundation primarily funds organizations in California, with particular emphasis on the Bay Area and its nine surrounding counties. The foundation has historically supported institutions throughout the Greater Bay Area region.

What size grants does The Carl Gellert and Celia Berta Gellert award?

In 2023, The Carl Gellert and Celia Berta Gellert awarded 7 grants totaling $363K — an average of about $52K per grant, based on its IRS Form 990 filings.

How much is The Carl Gellert and Celia Berta Gellert required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, The Carl Gellert and Celia Berta Gellert reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Carl Gellert and Celia Berta Gellert's EIN?

The Carl Gellert and Celia Berta Gellert's EIN (Employer Identification Number) is 94-6062858. IRS Form 990 filing data is available on this page for 2020–2023.

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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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