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.
The Mildred K Gertner Family Charitable at a glance
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.
- Annual giving (2025)
- $2,288
- -58.6% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $2,288
- -17.2% vs 2024
- Median grant
- $2,288
- Total assets
- $163,054
- +2.2% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Mildred K Gertner Family Charitable funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $163,054 | $8,075 | $3,388 | $2,288 | 1 | $2,288 | $7,075 | $7,520 |
| 2024 | $159,546 | $-35,526 | $7,005 | $5,526 | 2 | $5,526 | $5,506 | $7,133 |
| 2023 | $198,676 | $5,509 | $2,427 | $1,500 | 1 | $1,500 | $5,634 | $6,464 |
| 2022 | $195,417 | $2,292 | $7,027 | $4,726 | 3 | $4,726 | $4,233 | $7,111 |
| 2021 | $201,804 | $9,076 | $4,224 | $3,102 | 2 | — | $7,954 | $6,323 |
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.
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.
Data update history
(2)
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
Live grants for the work The Mildred K Gertner Family Charitable funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Mildred K Gertner Family Charitable's focus areas in our free grants database
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