The Mildred K Gertner Family Charitable
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
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Jewish Federation of Greater Houston ($2K).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Greater Houston Houston, TX | To Further the Organization's Exempt Purpose | $2,288 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 10, 2026)
- 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.
Here's the math on researching The Mildred K Gertner Family Charitable by hand.
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