The Gerry Family Foundation Trust
The Gerry Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 16 grants totaling $35K. Net investment income was $50K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$129K
+16.5% YoY
Annual Giving
$35K
+24.6% YoY
Grant Count
16
+23.1% YoY
Avg Grant Size
$2K
+1.2% YoY
Under IRS private-foundation payout rules, The Gerry Family Foundation Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
About The Gerry Family Foundation Trust
Based on IRS filings
The Gerry Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 16 grants totaling $35K. Net investment income was $50K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $129,373 | $111,047 | $105,940 |
| Revenue | $52,901 | $33,256 | $31,405 |
| Expenses | $34,575 | $28,149 | $32,534 |
| Qualifying Distributions | $34,570 | $27,750 | $32,200 |
| Net Investment Income | $50,366 | $23,103 | $16,104 |
| Distributable Amount | $7,572 | $6,639 | $6,648 |
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
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lake Delaware Boys Camp ($10,000), New England College ($5,630), Colgate University ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Colgate University Hamilton, NY | In furtherance of stated objective | $2,500 |
| Community Church of Vero Beach Vero Beach, FL | In furtherance of stated objective | $2,500 |
| Eckerd College St Petersburg, FL | In furtherance of stated objective | $1,000 |
| Lake Delaware Boys Camp Delhi, NY | In furtherance of stated objective | $10,000 |
| Learning Disabilities Association of America Allison Park, PA | In furtherance of stated objective | $440 |
| New Canaan Congregational Church New Canaan, CT | In furtherance of stated objective | $2,150 |
| New England College Henniker, NH | In furtherance of stated objective | $5,630 |
| New York Society for the Prevention of Cruelty to Children New York, NY | In furtherance of stated objective | $1,000 |
| Proctor Academy Andover, NH | In furtherance of stated objective | $1,550 |
| St Mark's School of Southborough Southborough, MA | In furtherance of stated objective | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Elbridge T Gerry III | Trustee | — | — |
| Janet J Gerry | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Gerry Family Foundation Trust?
The Gerry Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. It holds $129K in total assets as of 2024.
How large is The Gerry Family Foundation Trust?
As of 2024, The Gerry Family Foundation Trust holds $129K in total assets with $53K in annual revenue. It awarded 16 grants totaling $35K in 2024.
Where does The Gerry Family Foundation Trust operate?
The Gerry Family Foundation Trust has awarded grants in Connecticut, Florida, Massachusetts, Minnesota, New Hampshire, New York, Pennsylvania, Utah, Virginia.
What size grants does The Gerry Family Foundation Trust award?
In 2024, The Gerry Family Foundation Trust awarded 16 grants totaling $35K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Gerry Family Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Gerry Family Foundation Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Gerry Family Foundation Trust's EIN?
The Gerry Family Foundation Trust's EIN (Employer Identification Number) is 06-6505441. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Gerry Family Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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