The Mildred K Gertner Family Charitable

Private foundation · Grantmaker Houston, TX EIN: 65-0510581

The Mildred K Gertner Family Charitable is a private foundation, based in Houston, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $163K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $7K.

Key facts about The Mildred K Gertner Family Charitable

In short: The Mildred K Gertner Family Charitable gave $2K across 1 grant in 2025 (avg $2K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
65-0510581
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$2,288
Grants made (2025)
1
Average grant
$2,288
Median grant
$2,288
Total assets
$163,054
Primary geography
Texas (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$163K

+2.2% YoY

Annual Giving

$2K

-58.6% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$2K

-17.2% YoY

Under IRS private-foundation payout rules, The Mildred K Gertner Family Charitable reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

How The Mildred K Gertner Family Charitable gives

  • Giving fell 52% from 2022 to 2025. Method
  • In 2025 it paid out 30% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2025 grant dollars on its one itemized grant.

Cities

HoustonLos AngelesNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K2 grants2021 3 grants2022 1 grant2023 2 grants2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $2K (2023) to $6K (2024). In 2025 it made 1 grant totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Jewish Federation of Greater Houston: $2KJewish Federation of GreaterHouston$2K

The largest 2025 recipient was Jewish Federation of Greater Houston ($2K).

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Federation of Greater Houston Houston, TXTo Further the Organization's Exempt Purpose$2,288

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5K$5K$7.5K$10K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$163,054$159,546$198,676
Revenue$8,075$-35,526$5,509
Expenses$3,388$7,005$2,427
Qualifying Distributions$2,288$5,526$1,500
Net Investment Income$7,075$5,506$5,634
Distributable Amount$7,520$7,133$6,464

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 10, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

The Mildred K Gertner Family Charitable is led by Edward Gertner, Trustee on every filing since 2021 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Edward Gertner

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Mildred K Gertner Family Charitable

How much does The Mildred K Gertner Family Charitable give each year?

The Mildred K Gertner Family Charitable gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 2 grants.

How large is The Mildred K Gertner Family Charitable?

The Mildred K Gertner Family Charitable reported $163K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does The Mildred K Gertner Family Charitable operate?

The Mildred K Gertner Family Charitable has awarded grants in California, New York, Texas.

What is The Mildred K Gertner Family Charitable's EIN?

The Mildred K Gertner Family Charitable's EIN (Employer Identification Number) is 65-0510581. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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