The Gerry Family Foundation Trust

Private foundation · Grantmaker Vero Beach, FL EIN: 06-6505441

The Gerry Family Foundation Trust is a private foundation based in Vero Beach, Florida. Its 2024 filing reports 16 grants totaling $34,570 to charitable organizations, including schools, colleges, a summer camp, and community organizations.

Key facts about The Gerry Family Foundation Trust

In short: The Gerry Family Foundation Trust gave $35K across 16 grants in 2024 (avg $2K), top state New York. 13% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
06-6505441
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$34,570
Grants made (2024)
16
Average grant
$2,161
Median grant
$1,000
New grantees (estimate)
13% first-time grantees (2 of 16, 2024)
Total assets
$129,373
Primary geography
New York (42% of itemized 2024 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is The Gerry Family Foundation Trust open to new grantees?

13%

first-time grantees, 2024

In 2024, 2 of 16 grantees (13%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count

Medians: $2K first-time, $1K repeat.

  • 69% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−9%). Method
  • In 2024 it paid out 457% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

The available filing information does not state the foundation’s own mission. Its 2024 grants went to organizations whose stated missions include education, literacy, youth development, and economic self-sufficiency. For example, Lake Delaware Boys Camp describes its mission as supporting boys’ physical, spiritual, and social growth through a summer program. The Learning Alliance says it works to improve student literacy by equipping educators to teach children to read. United Against Poverty describes its purpose as helping families and individuals achieve sustainable economic self-sufficiency.

Grantmaking

In 2024, the foundation awarded 16 grants totaling $34,570. Grants ranged from $300 to $10,000, with a median of $1,000. The largest awards included $10,000 to Lake Delaware Boys Camp, $5,630 to New England College, $2,500 each to Colgate University, Community Church of Vero Beach, and The Learning Alliance, and $2,150 to New Canaan Congregational Church. Other listed recipients included Proctor Academy ($1,550), Eckerd College ($1,000), New York Society for the Prevention of Cruelty to Children ($1,000), St Mark’s School of Southborough ($1,000), The Harvey School ($1,000), and The Southport School ($1,000). The filing describes the purposes of these grants as “In furtherance of stated objective.”

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Geographic Focus

Where this funder awards grants

The 2024 grant dollars went to recipients in New York (42%), Florida (21%), New Hampshire (21%), Connecticut (9%), and Massachusetts (3%). These figures describe the locations of 2024 recipients.

Grant Distribution by State

9states

Share of 2024 grant dollars across all 16 itemized grants.

Cities

Vero BeachNew YorkAndoverDelhiHamiltonHennikerKatonahSouthboroughSouthportSt PetersburgIndian River ShoresAllison ParkNew CanaanStamfordFrancisLeesburgMinneapolisNorwalkWilton

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K14 grants2020 19 grants2021 15 grants2022 13 grants2023 16 grants2024

From 2020 to 2024, annual grant giving ranged from $28K (2023) to $38K (2021). In 2024 it made 16 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Lake Delaware Boys Camp: $10KLake Delaware Boys Camp$10KNew England College: $6KNew England College$6KColgate University: $3KColgate University$3KCommunity Church of Vero Beach: $3KCommunity Church of Vero Beach$3KThe Learning Alliance: $3KThe Learning Alliance$3KNew Canaan Congregational Church: $2KNew Canaan CongregationalChurch$2KProctor Academy: $2KProctor Academy$2KEckerd College: $1KEckerd College$1KNew York Society for the Prevention of Cruelty to Children: $1KNew York Society for thePrevention of Cruelty to…$1KSt Mark's School of Southborough: $1KSt Mark's School ofSouthborough$1K

The largest 2024 recipient was Lake Delaware Boys Camp ($10K). Together the top 10 received $30K.

Grant Size Distribution

77 grants across all recorded years

77<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 77 grants of 77 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lake Delaware Boys Camp Delhi, NYIn furtherance of stated objective$10,000
New England College Henniker, NHIn furtherance of stated objective$5,630
Colgate University Hamilton, NYIn furtherance of stated objective$2,500
Community Church of Vero Beach Vero Beach, FLIn furtherance of stated objective$2,500
The Learning Alliance Vero Beach, FLIn furtherance of stated objective$2,500
New Canaan Congregational Church New Canaan, CTIn furtherance of stated objective$2,150
Proctor Academy Andover, NHIn furtherance of stated objective$1,550
Eckerd College St Petersburg, FLIn furtherance of stated objective$1,000
New York Society for the Prevention of Cruelty to Children New York, NYIn furtherance of stated objective$1,000
St Mark's School of Southborough Southborough, MAIn furtherance of stated objective$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $129,373 $52,901 $34,575 $34,570 16
2023 $111,047 $33,256 $28,149 $27,750 13
2022 $105,940 $31,405 $32,534 $32,200 15
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Elbridge T Gerry III and Janet J Gerry as trustees.

The Gerry Family Foundation Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Elbridge T Gerry III

    Trustee

    On filings since 2020

    No compensation reported

  • Janet J Gerry

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 10625 Fife Ave, Vero Beach, FL 32963
Phone: (203) 966-2456

Frequently asked questions about The Gerry Family Foundation Trust

How much does The Gerry Family Foundation Trust give each year?

The Gerry Family Foundation Trust gave $35K across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $28K across 13 grants.

What is The Gerry Family Foundation Trust's typical grant size?

The Gerry Family Foundation Trust's median grant in 2024 was $1,000, and its average grant was $2,161, across 16 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Gerry Family Foundation Trust that year got $2K on average.

Where does The Gerry Family Foundation Trust give grants?

The Gerry Family Foundation Trust's top state is New York, with 42% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (21%) and New Hampshire (21%). The most frequent recipient cities were Vero Beach, FL (4 grants).

Does The Gerry Family Foundation Trust give general operating support?

Not in 2024: none of the 16 grants with a stated purpose on The Gerry Family Foundation Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "In furtherance of stated objective" (16 grants).

Who are The Gerry Family Foundation Trust's largest grantees?

The Gerry Family Foundation Trust's largest 2024 grantees include Lake Delaware Boys Camp ($10,000), New England College ($5,630) and Colgate University ($2,500), according to its 2024 IRS Form 990-PF. Together they received 52% of its itemized 2024 grant dollars.

How large is The Gerry Family Foundation Trust?

The Gerry Family Foundation Trust reported $129K in total assets on its 2024 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

What does The Gerry Family Foundation Trust fund?

The available filing information does not state the foundation’s own mission. Its 2024 grants went to organizations whose stated missions include education, literacy, youth development, and economic self-sufficiency. See mission & focus areas ↑

How do I apply for a grant from The Gerry Family Foundation 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 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.

Does The Gerry Family Foundation 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.

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