The Gershen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $206K in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$206K
+46.2% YoY
Annual Giving
$88K
+18.9% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$22K
-10.8% YoY
Under IRS private-foundation payout rules, The Gershen Family Foundation reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About The Gershen Family Foundation
Based on IRS filings
The Gershen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $206K in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $3K.
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 | $206,302 | $141,136 | $212,062 |
| Revenue | $153,421 | $3,249 | $98,042 |
| Expenses | $88,255 | $74,175 | $76,775 |
| Qualifying Distributions | $88,025 | $74,000 | $76,600 |
| Net Investment Income | $3,191 | $3,074 | $2,867 |
| Distributable Amount | $22,402 | $19,033 | $18,050 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Guide Dogs for the Blind ($60,000), Uja-federation of New York ($10,000), The Greenlaw Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BIGHORN GOLF CLUB CHARITIES PALM DESERT, CA | TO HELP THOSE IN NEED | $8,000 |
| UJA-FEDERATION OF NEW YORK NEW YORK, NY | TO HELP THOSE IN NEED | $10,000 |
| GUIDE DOGS FOR THE BLIND SAN RAFAEL, CA | TO HELP THE BLIND WITH GUIDE DOGS | $60,000 |
| THE GREENLAW FOUNDATION GREENVILLE, SC | TO HELP VETERANS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM M GERSHEN | PRES/TRUSTEE | — | — |
| MICHAEL HARRISON | CFO/TRUSTEE | — | — |
| HERBERT P SYDNEY | SEC/TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Gershen Family Foundation?
The Gershen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. It holds $206K in total assets as of 2024.
How large is The Gershen Family Foundation?
As of 2024, The Gershen Family Foundation holds $206K in total assets with $153K in annual revenue. It awarded 4 grants totaling $88K in 2024.
Where does The Gershen Family Foundation operate?
The Gershen Family Foundation has awarded grants in California, New York, South Carolina.
What size grants does The Gershen Family Foundation award?
In 2024, The Gershen Family Foundation awarded 4 grants totaling $88K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is The Gershen Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Gershen Family Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Gershen Family Foundation's EIN?
The Gershen Family Foundation's EIN (Employer Identification Number) is 33-0867311. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Gershen Family Foundation'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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